Operations Analyst (Costa Mesa)

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-level Operations Analyst to 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.