Operations Analyst

Operations Analyst (Contract – 6 Months | Full-Time Track) Hybrid – Costa Mesa, CA (PST preferred) $90,000–$97,000 annual equivalent Full-time (40+ hours/week) Strong potential for full-time conversion based on performance We are seeking a mid-levelOperations Analystto build and own our monthly Sales forecasting framework and strengthen business analytics across Sales and Operations. This is a hands-on role focused on structured forecasting, data integrity, and operational alignment — not basic reporting. What You’ll Do Sales Forecasting Build and maintain monthly Sales forecasts using Microsoft Dynamics CRM opportunity and quote data Develop revenue and unit projections using structured pipeline-weighted methodology Deliver forecast packages aligned with HQ manufacturing and procurement planning Continuously refine models and improve forecast accuracy Data & Systems Integration Reconcile CRM data with SAP ERP and financial records Improve CRM data quality and reporting consistency Build scalable models in Excel and/or Power BI Support CRM transition and implementation Operational Analysis Identify quote-to-order bottlenecks Investigate forecast misses and revenue timing discrepancies Perform structured root-cause analysis across Sales, Finance, and Operations Recommend data-driven process improvements What We’re Looking For 3–6+ years in Operations Analytics, Business Analytics, or Sales Operations Experience building forecasting models (from scratch preferred) Advanced Excel skills CRM experience (Microsoft Dynamics preferred) ERP exposure (SAP preferred) Understanding of pipeline forecasting logic and probability weighting Strong attention to detail and structured analytical thinking Preferred Renewable energy or industrial B2B experience Power BI, SQL, Python, or R exposure Experience with long sales cycles and large contract environments Success in First 6 Months Monthly forecast delivered on time Forecast accuracy within defined tolerance band Measurable improvement in CRM data completeness Identification and execution of process improvements This role operates independently but in close collaboration with leadership. It requires precision, accountability, and disciplined analytical thinking. If you thrive in structured environments and want to build forecasting infrastructure that directly impacts manufacturing and procurement planning, we encourage you to apply.