KEATING
KEATING
11 – 50 Employees
B2BFinance
KEATING provides financial advisors with operational, back-office, and business-support services. Its team handles day-to-day business tasks and supports advisors’ business strategies, giving independent practices more room to focus on client relationships and tailored financial guidance. The firm describes its approach as relationship-driven, with experienced staff and an entrepreneurial culture.

Sales Forecasting Analyst

Turn commercial data into forecasts, dashboards, and practical insights. Improve sales processes using Excel, Power BI, SQL, Python, and automation.

Description

  • Mine data and analyze trends, statistics, and business forecasts.
  • Turn complex data into actionable recommendations.
  • Provide data insights to support leadership decisions.
  • Support forecasting, budgeting, planning, and capacity assessments.
  • Analyze business, customer, tariff, and market data.
  • Review business processes to find ways to simplify, automate, and improve efficiency.
  • Design, document, implement, and maintain standardized processes across commercial functions.
  • Lead continuous improvement initiatives from planning through rollout.
  • Work with Sales, Finance, Program Management, Engineering, Capacity Management, Purchasing, and IT to improve workflows and data accuracy.
  • Prepare process documentation, training materials, and standard operating procedures.
  • Promote adoption of new processes and tools across the organization.
  • Manage datasets for sales forecasts, customer demand, pricing, tariffs, market intelligence, and strategic planning.
  • Build and maintain dashboards, KPI reports, and executive presentations.
  • Find ways to reduce manual work through automation.
  • Build tools with advanced Excel, Power Query, Power BI, SQL, Python, VBA/macros, and other business applications.
  • Work with IT to implement scalable business system solutions.
  • Create automated reports and data management tools.
  • Improve data integrity and governance across commercial databases.
  • Support special projects and strategic initiatives for commercial leadership.
  • Provide guidance on complex operational and analytical challenges.
  • Perform other duties assigned by management.

Requirements

  • Must work onsite; relocation is not offered.
  • Must be legally authorized to work without current or future sponsorship.
  • Bachelor’s degree in Business, Data Analytics, Information Systems, Mathematics, Statistics, Engineering, Education, Supply Chain, Finance, or a related field.
  • 1–3 years of experience in analytics, operations, process improvement or coordination, business administration, supply chain, sales support, or related business functions.
  • Equivalent combinations of education, technical training, internships, co-op experience, and demonstrated analytical ability will be considered.
  • Experience with data, reporting, process improvement, or systems administration is preferred.
  • Automotive industry experience is a plus, but not required.
  • Advanced Microsoft Excel skills, including complex formulas, PivotTables, Power Query, and data analysis tools.
  • Experience working with large datasets while maintaining data accuracy.
  • Ability to learn and use business intelligence and reporting tools.
  • Familiarity with SQL, Python, Power BI, VBA, macros, or other automation tools is preferred.
  • Ability to identify automation opportunities and implement practical solutions.

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