Sales Demand Forecasting & Analytics Lead

Essential Functions

• Power BI Dashboard Development and Management: Design, publish, and maintain interactive Power BI reports and dashboards for demand, shipments, forecast accuracy, inventory, and customer performance; connect Power BI to databases, on-premises sources through data gateways, and cloud data sources; configure and maintain connections and scheduled refreshes in partnership with IT; monitor refresh performance and troubleshoot connection, credential, gateway, and data quality issues; use SQL to query, filter, aggregate, and join source datasets; use Power Query to prepare data and Model view to create and manage table relationships, cardinality, and filter direction; apply working knowledge of DAX to create measures and calculated columns for KPIs, forecast variances, trends, and time-based comparisons; maintain documented KPI definitions, validate report results, and manage appropriate access with business owners and IT
• Monthly Demand Forecasting: Develop and maintain rolling monthly forecasts using multivariate methods, including multiple regression and time-series models with multiple business drivers; incorporate historical shipments, customer ordering trends, seasonality, contract changes, customer commitments, wholesaler inventory, competitive supply disruptions, and product launches into forecast assumptions; account for backorders, allocations, stockouts, and supply interruptions so constrained shipments do not understate underlying demand; lead monthly forecast reviews, reconcile statistical forecasts with commercial input, and communicate changes and scenarios to Supply Chain and leadership; measure forecast accuracy and bias at appropriate product and customer levels, including volume-weighted error measures; use backtesting and variance analysis to improve model performance
• Wholesaler and Customer Demand Analytics: Analyze direct outbound shipments alongside wholesaler purchases, inventory movements, and downstream customer shipments or indirect sales data, where available; identify stocking changes, order timing shifts, demand spikes, customer gains or losses, and potential supply gaps that affect monthly forecasts; reconcile product/NDC and customer identifiers, units of measure, and reporting periods across data sources; prevent duplicate counting of shipments as they move through the distribution channel; present clear explanations of forecast changes and recommend actions to support inventory planning, customer service, and commercial decisions
• Advanced Excel Modeling and Reporting: Build and maintain complex Excel workbooks, forecasting models, scenario analyses, and interactive dashboards using advanced formulas, PivotTables, charts, and Power Query; design reusable templates with clear assumptions, input controls, and validation checks to support monthly planning and ad hoc analysis
• Create and maintain Alteryx workflows to extract, cleanse, transform, join, and validate data from multiple sources for forecasting and reporting; automate recurring data flows and alerts for forecast deviations, unusual demand, inventory exceptions, data quality failures, and workflow errors; schedule and monitor workflows through available Alteryx Server or scheduling capabilities, troubleshoot failures, and document dependencies and recovery procedures; continuously reduce manual reporting effort while improving data accuracy, timeliness, and consistency

Qualifications

• Bachelors Degree (BA/BS) in Supply Chain, Business Analytics, Statistics, Mathematics, Economics, Information Systems, or a related field - Required
• Master Degree (MS/MA) in Business Analytics, Supply Chain, Statistics, or Business Administration - Preferred
• 5 years or more of relevant experience in demand planning, forecasting, or business analytics, including at least 3 years developing monthly forecasts using multiple demand drivers
• Demonstrated hands-on experience building and maintaining Power BI dashboards and complex Excel models, including data connections, model relationships, scheduled refreshes, and report validation
• Working knowledge of SQL queries and joins, relational data concepts, and DAX measures used in business reporting
• Hands-on experience developing automated data preparation workflows; experience with scheduled workflows
• Experience with pharmaceutical distribution and wholesaler/customer demand data; generic injectable experience
• Understanding of multivariate forecasting, seasonality, model validation, forecast accuracy, bias, and the effect of supply constraints on observed demand
• Ability to interpret manufacturer shipments, wholesaler inventory and downstream activity, and customer demand without double counting channel movements
• Advanced Excel skills, including complex formulas, lookups, SUMIFS, PivotTables, charts, and Power Query
• Practical knowledge of Power BI data modeling, DAX, gateways, cloud connections, and refresh troubleshooting
• Ability to translate business requirements into reliable dashboards, repeatable analytical processes, and actionable alerts
• Strong analytical, problem-solving, communication, and presentation skills, with attention to data accuracy and documentation
• Ability to manage competing priorities, work independently, and lead cross-functional forecasting and analytics initiatives