Sales Planning Analyst

About this role

Company:
David creates tools to increase muscle and decrease fat. Our first product is a protein bar. More broadly, David is a platform to develop high-protein, low-calorie, blood-sugar-friendly foods that are craveable.

This is a rare opportunity to join a breakout food brand at a pivotal stage of growth. Led by CEO Peter Rahal, Cofounder and Former CEO of RXBAR, David is working to become the leading consumer food brand focused on high-protein foods in North America and beyond.

Role & Responsibilities:
We are seeking a Sales Planning Analyst to serve as the analytical and operational backbone of David’s Sales & Operations Planning (S&OP) process. This role is central to ensure that David’s commercial ambitions are grounded in supply reality, and that every retail partner has the inventory they need to keep David’s products on shelf.

Sitting at the intersection of Retail, Supply Chain, and Finance, you will own the models, tools, and processes that allow the business to anticipate inventory constraints before they become service issues. You will translate distribution expansion plans, promotional calendars, and demand signals into concrete production and fulfillment requirements, working in close partnership with the Supply Chain Team (SCT), Manufacturing, and Procurement to ensure supply keeps pace with growth.
Depending on level and experience, responsibilities may include:

1. S&OP Analytics & Demand Planning
Own the retail demand forecast models and key assumptions that drive the S&OP process, ensuring inputs reflect the latest distribution plans, promotional events, and velocity trends
Build velocity assumptions at the SKU and retailer level, accounting for distribution timing, promotional lift, and new item ramp profiles
Assess the retail opportunity pipeline to determine which customer commitments and new launches should be incorporated into the demand plan, and begin sizing the corresponding production requirements accordingly
Maintain forecasts that quantify the supply impact of different demand outcomes, enabling the business to make decisions with clear trade off visibility
Provide Finance with key planning inputs including launch timing and customer commitments by S&OP deadlines, and flag mismatches between commercial ambition and realistic supply capacity

2. Inventory Visibility & Constraint Management
Build and maintain a real time inventory visibility model that tracks stock at every node of the supply chain: David’s DCs, retailer DCs, and retailer in-store inventory
Monitor and model inventory positions by SKU and by customer to identify which channels or accounts are driving depletion ahead of plan
Develop a PO management framework that enables the Fulfillment team to make informed, data-driven decisions when rationing available inventory across customers during constraint periods
Recommend how to prioritize and allocate incoming retailer POs to maximize on shelf availability across all channels simultaneously, integrating strategic priorities
Partner with the Fulfillment team and Marketing to manage short term PO intake and service levels, aligning on how to address inventory constraints and ensuring communication to retail partners is proactive and accurate
Flag emerging inventory risks early and develop mitigation options before constraints become out of stock failures

3. S&OE Meeting Support & Short Term Demand Prioritization
Prepare and maintain the weekly S&OE meeting deck, synthesizing the latest inventory positions, constraint forecasts, and demand priorities in a clear, action-oriented format
Lead the identification and evaluation of short-term demand drivers, including new retailer launches, promotional features, and display events, that compete for constrained inventory
Build and maintain a rolling calendar of planned promotions, features, and displays across all retail customers, providing end-to-end visibility into the timing and magnitude of demand events
Develop tools to stress test the promotional calendar against supply constraints and recommend adjustments to the timing or sequencing of events to prevent simultaneous inventory draws
Communicate inventory prioritization decisions clearly to Retail and Fulfillment teams so they can manage expectations proactively

4. Supply Chain & Manufacturing Liaison
Serve as the primary analytical link between the Retail team and the Supply Chain Team, translating commercial plans into actionable supply requirements
Work with Manufacturing and Procurement to identify opportunities to increase production of SKUs facing demand driven scarcity
Partner with the Commercialization team on new product launches
Translate the Retail team’s distribution expansion plans into long range monthly production capacity requirements, enabling SCT to begin capacity setting well in advance of demand
Develop and maintain a 12-month capacity outlook that integrates new customer onboarding, promotional plans, and organic velocity growth into a single view of required supply

5. Tools, Reporting & Process Building
Design, build, and maintain the planning tools, dashboards, and trackers that the Sales Planning function needs to operate at scale
Identify process improvement opportunities as the business scales and proactively build or improve the infrastructure needed to support them
Support the broader Retail team with ad hoc analytical requests related to supply planning, forecasting, and inventory management
Requirements
1 to 3 years of experience in Investment Banking, Management Consulting, Supply Chain Planning, Demand Planning, Sales, or a related CPG or FMCG function
Strong analytical skills and advanced proficiency in Excel; experience with planning tools or BI platforms is a plus
Ability to build robust, flexible models that can handle complexity
Clear communicator who can translate supply chain complexity into actionable commercial recommendations
Highly organized, detail oriented, and comfortable managing multiple…