Sales Analyst (Finance)
PURPOSE:
The Sales Analyst is responsible for reporting, data mining, data analysis and project support for the Sales team as well as the customer. Has a direct relationship with the customer's business, data, and IT team and works with internal business partners involved in managing, determining, and maintaining data, in order to support the customer's utilization of company data. Provides recurring reports and develops ad hoc reports needed to monitor company and customer businesses. Analyzes data, prepares, and presents results in order to identify and/or resolve business problems as well as drive business actions in often-critical areas. Develops processes and technological tools, identifies technological and data-driven solutions, and leads or participates in the development of and execution of IT-related projects such as new report development and system enhancements/fixes to meet company and customer goals. The nature of the work is highly analytical and organized.
What does it mean to be part of the Sales team?
The Sales team is responsible for providing high quality, streamlined service with a focus on corporate initiatives for their assigned customer(s). Our sales team is crucial in delivering the widest variety of fresh, branded, and owned brand products to community grocers and retail chains alike. With an ever-expanding selection of 1,000 new products every month, our team helps maximize sales with the right assortment of products based on customers' demographics and lifestyle. We are responsible for creating relationships of trust, integrity, customer satisfaction and loyalty to help our customers achieve their goals, delivering better together.
JOB RESPONSIBILITIES:
Sales Data Mining & Analysis (40%)
• Assesses sales data for the sales team. Examine monthly, quarterly, and annual sales reports to: identify sales patterns, areas for improvement, contract compliance, supplement UNFI fill rate reporting and specific customer requests.
• Assess market data, including competitors, to identify areas where the sales team can increase its efforts.
• Evaluates data using Access, Excel and other tools to identify root causes and possible solutions to company and customer business issues and to support business project and change needs; sources and manipulates data from company and customer.
• Provides guidance on pros and cons of possible solutions, recommends business process changes, and develops metrics.
• Develops analytics on sales data by customers to help determine opportunities of what the customer may carry today compared to top selling items for that brand or category
Sales Forecasting (20%)
• Creates sales and revenue forecasts using economic conditions, pipeline analysis, booking estimates, and key sales performance indicators.
• Gathers, analyzes, and provides forecast information on sales, products, and customers for assigned territory.
Account Support (20%)
• Assist in preparing sales materials.
• Work with the Operations teams to determine the status of deliveries.
• Work with internal teams to determine the arrival of out-of-stock products.
Project Support (20%)
• Provides direct support to the customer's data and IT teams to research and resolve issues with transmitted company data, especially cost and product data.
• Submits IT Service Requests to automate ad hoc reports, enhance system functionality, and fix system issues; designs and performs high-quality and accurate user-acceptance testing; approves developed solution for install.
JOB REQUIREMENTS:
Education/ Certifications
• Bachelor's Degree preferred
Experience:
• 3+ years of sales analyst experience preferred.
• Understanding of sales forecasting, programs, promotions and related techniques
• Understanding of margin and company profitability
• Proficiency in Microsoft Office Suite, SalesForce CRM and other company systems
• Demonstration of ability to analyze data based on customer needs
Other Skills/ Abilities:
• Root cause analysis, solution research and development, modeling of change options and recommendations
• Compilation and presentation of data and analysis results that inform and drive leadership decisions
• Able to manage and coordinate projects
• Strong interpersonal, communication, organizational and analytical skills
• Good judgement is required for this position as there may be times when direct supervision may not be immediately available.
Work Environment:
Remote Role:
• This position is classified as remote where the associate will perform remote work from their primary residence. Remote associates are welcome to work from the office but are not required to do so. While remote associates are not required to work from an office on a regular basis, they may be required to come to the office or other UNFI locations for necessary business reasons or if directed to do so by their manager.
PHYSICAL ENVIRONMENT/ DEMANDS:
• This position may require the associate to travel to company offices, distribution centers, or other locations for specific meetings or other business reasons.
About UNFI: We are North America's premier grocery wholesaler, delivering the widest variety of fresh, branded, and owned brand products to community grocers and retail chains alike. A pioneer in natural and organic foods, we are growing and transforming to meet the needs of an evolving workplace. Our 29,000+ employees work across America in our 50 Distribution Centers and corporate offices. Learn more: Organic, Natural and Conventional Food | Wholesale Food Distributors | UNFI
Benefits: Competitive 401k, Flexible PTO or Competitive PTO plan, Health benefits, mileage reimbursement, cell phone, LTI, mentorship program/developmental opportunities, other benefits applicable to specific role.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or protected veteran status. UNFI is an Equal Opportunity employer committed to creating an inclusive and respectful environment for all. - M/F/Veteran/Disability. VEVRAA Federal Contractor.
