Analyst, Planning

About the role

The Planning Analyst supports short- and long-term business planning for a regulated tobacco products organization. This role is responsible for forecasting demand in partnership with Sales, analyzing sales and inventory trends, supporting production and distribution planning, and ensuring plans align with regulatory, tax, and compliance requirements.

Responsibilities

• Develop and maintain demand, supply, and financial forecasts across product lines and customer channels
• Analyze historical sales, market trends, promotional activity, and regulatory impacts to improve forecast accuracy
• Translate demand forecasts into production and replenishment plans
• Balance inventory levels, service targets, manufacturing capacity, and supplier constraints
• Maintain inventory health, including excess, obsolete, and at-risk inventory
• Support monthly, quarterly, and annual planning cycles (S&OP / IBP processes)
• Prepare regular planning and performance reports, dashboards, and executive summaries including volume, revenue, and inventory KPIs
• Identify risks and opportunities related to demand variability, capacity constraints, and inventory levels
• Conduct ad hoc analysis to support pricing, product lifecycle, and market strategy decisions
• Prioritize communication of forecast changes and planning insights clearly to stakeholders
• Ensure planning activities account for regulatory requirements, excise taxes, and reporting obligations
• Aid in tracking and planning around federal, state, and local tax rate changes
• Support internal and external audits through accurate data preparation and documentation
• Contribute to forecast accuracy improvement initiatives and planning process enhancements
• Support system upgrades, reporting automation, and planning tool optimization

Qualifications

• Bachelor’s degree in Business, Finance, Supply Chain, Economics, Analytics, or a related field; Master's degree preferred
• 2–5 years of experience in planning, forecasting, supply chain, finance, or analytical roles
• Experience in a regulated, consumer packaged goods (CPG), manufacturing, or tobacco-related industry preferred
• Strong analytical and quantitative skills
• Advanced proficiency in Excel
• Experience with planning systems (e.g., NetSuite, SAP, Oracle, Anaplan, APO, or similar) and Data visualization tool (Power BI, Tableau) preferred
• Ability to interpret complex data and translate insights into actionable recommendations
• Strong attention to detail and accuracy
• Excellent communication and stakeholder management skills
• Ability to manage multiple priorities in a fast-paced environment

Benefits

• Base salary and bonus program
• Medical, dental, vision, life insurance effective on date of hire
• Generous 401(k) Plan
• Defined Contribution Plan
• Paid vacation and paid holidays
• Tuition reimbursement