The Business Analyst – Sales & Operations Planning (S&OP) plays a critical role in aligning client demand with workforce capacity and operational execution in a high-volume, field-based services environment. This position serves as a central analytics and planning partner across operations, staffing, and account teams to ensure programs are delivered accurately and on time.

This role is instrumental in improving forecast accuracy, labor utilization, and overall operational performance while enabling data-driven decision-making across the business.

Key Responsibilities

• Translate retailer and client program requirements into structured labor demand forecasts across campaigns, store resets, product launches, and seasonal initiatives.
• Analyze workforce supply and capacity across field teams, labor pools, and third-party partners to balance staffing with forecasted demand.
• Support and facilitate weekly and monthly S&OP processes, coordinating inputs across operations, recruiting, finance, and account teams.
• Perform variance and gap analysis to identify discrepancies between planned and actual execution, quantify impact, and recommend corrective actions.
• Develop and maintain KPI dashboards tracking metrics such as fill rates, labor utilization, schedule adherence, and cost efficiency.
• Partner with account management teams to incorporate client-specific needs, volume changes, and scheduling constraints into planning models.
• Identify opportunities to improve forecasting accuracy, planning processes, and overall S&OP maturity.

Qualifications

Required Education & Experience

• Bachelor’s degree in Supply Chain, Business, Operations, or a related field
• 1–3 years of experience in S&OP, workforce planning, supply chain analytics, or a related function
• Experience in service-based, staffing, or field operations environments preferred

Skills & Competencies

• Strong analytical skills with attention to data accuracy and integrity
• Advanced proficiency in Excel or Google Sheets for modeling and forecasting
• Experience with BI and analytics tools (e.g., Power BI, Tableau, Looker)
• Familiarity with workforce management or scheduling tools (e.g., Kronos, Deputy, Replicon)
• Understanding of S&OP or integrated business planning processes
• Ability to translate complex data into clear, actionable insights for non-technical stakeholders
• Strong organizational, problem-solving, and communication skills
• Ability to collaborate across multiple teams and manage competing priorities
• Basic influencing and stakeholder alignment capabilities

Work Environment

• Fully remote, home-office environment
• Standard Monday–Friday schedule, with occasional flexibility required for evenings or weekends to meet business needs
• Quarterly field visits to observe retail or field operations firsthand

Additional Information

• Supports 4–5 major projects annually
• Collaborates with 30–50 internal stakeholders across operations, recruiting, and client services
• Regularly participates in 15–25 cross-functional planning meetings per month

Job Will Remain Open Until Filled

Responsibilities

• Translate retailer and brand program requirements into structured labor forecasts across campaigns, store resets, product launches, and seasonal promotional events

• Monitor workforce availability across field labor pools, regional teams, and staffing partners to align supply with forecasted demand

• Lead or support weekly and monthly sales and operations planning cycles by coordinating inputs from operations, account management, recruiting, and finance

• Identify gaps between planned and actual labor deployment and quantify operational and revenue impact while recommending corrective actions

• Build and maintain reporting on key performance metrics including fill rates, labor utilization, schedule adherence, coverage rates, and cost efficiency

• Partner with account teams to incorporate client program changes, volume shifts, and scheduling constraints into planning models

• Drive continuous improvement in forecasting accuracy, scheduling efficiency, and planning processes

Qualifications

• Education Requirements: Bachelor’s degree (Bachelor’s degree in supply chain, business, operations, or related field preferred)

• Experience Requirements: 2–4 years experience in relevant field (Sales and operations planning, workforce planning, or supply chain analysis experience preferred)

• Travel requirement: No travel requirements

Supervisor Responsibility

• Direct Reports: This position does not have supervisory responsibilities for direct reports

• Indirect Reports: Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports

Required Knowledge and Skills

• Proficiency in spreadsheet tools for forecasting and scenario modeling

• Strong analytical skills with attention to data integrity

• Ability to work across multiple departments and manage competing priorities

• Ability to translate data into actionable insights for non technical stakeholders

• Experience in retail, merchandising services, or consumer packaged goods environments

• Experience with workforce management or scheduling systems

• Experience with business intelligence or analytics tools

• Familiarity with planning and forecasting systems

• Strong influencing and communication skills

• Strong organizational and problem solving skills

Environmental & Physical Requirements

Office / Sedentary Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically, requires the ability to sit for extended periods of time (66%+ each day), ability to hear telephone, ability to enter data on a computer and may require the ability to lift up to 10lbs.

Additional Information Regarding Job Duties

Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job positions, or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by law.