Program Analyst - Assortment, BOM & Quantity Planning

Key Responsibilities: Analyze customer store lists, store traits, modular footprints, assortment files, and program data to determine accurate production quantities. Review and maintain trait-by-store databases, store count files, modular assortment files, and related program trackers. Translate customer assortment and store trait information into usable production, graphics, fixture, part, inventory, and kitting requirements. Identify inconsistencies, missing information, duplicate stores, outdated store counts, or mismatched traits before they impact quotes, procurement, production, fulfillment, or invoicing. Maintain accurate program-level databases that support production BOM creation, quoting, procurement, production planning, warehouse preparation, inventory tracking, and fulfillment. Compare revised store lists, modular assortments, and customer updates to prior versions to identify changes in scope, quantity, production requirements, or complexity. Provide clear quantity summaries by store trait, modular type, assortment type, part type, fixture, graphic, kit, and production component where applicable. BOM, Production Quantity & Kitting Support Draft, review, and approve production BOMs based on approved store traits, assortment logic, modular requirements, customer program details, and production needs. Convert store-level and trait-level data into accurate production quantities for parts, fixtures, graphics, kits, components, and related materials. Partner with Graphics, Procurement, Production, Warehouse, Inventory, and Customer Success teams to ensure BOMs are complete, buildable, and aligned with approved program scope. Support production quantity planning for new inventory, open fulfillment inventory, graphics overs, signing kits, replenishment needs, and customer-specific production overs where applicable. Ensure production quantities reflect the latest customer information before quotes, purchase orders, component ordering, production launches, kitting, or fulfillment activities begin. Track and communicate changes in quantities, store counts, assortment logic, BOM requirements, inventory needs, or production scope that could impact pricing, procurement, production schedules, warehouse planning, or delivery. Help ensure that production teams have accurate, complete, and clearly structured BOMs and quantity files before work begins. Quotes, Order Quantities & Production Overs Support Account Management and Customer Success teams with quote quantity preparation using the latest store counts, trait files, assortment data, production BOMs, and quantity logic. Validate that quote quantities are based on current customer data and clearly identify assumptions used in the quantity build. Apply appropriate production overage logic based on program requirements, including but not limited to: Safety inventory for new inventory, fixtures, components, or parts rolling out to most or all stores. Exact signing kit quantity additions based on store trait quantities and modular footprint requirements. Additional customer- or program-specific overs when requested or confirmed. Work with the account team to confirm key quote assumptions before submission, including whether additional production overs are needed, whether signing kits are required, and whether the latest store counts and assortment data are being used. Help reduce quote rework by identifying customer quantity questions, production assumptions, and overage requirements early in the quoting process. Ensure quote quantities are practical for production, procurement, inventory setup, kitting, and fulfillment. Graphics, Signing Kits & Production Quantity Management Analyze graphics requirements by modular type, store trait, assortment, and footprint. Determine accurate graphic quantities based on trait/store counts, BOM requirements, kit structure, and production requirements. Support signing kit quantity development, including simplified kits by modular footprint such as 4 ft., 8 ft., 12 ft., and other modular types. Understand that certain graphics may require production quantities above the standard 5–10% overage because kits may include all graphics needed for any assortment within a footprint. Ensure signing kit quantities are added as exact quantity requirements based on store trait quantities, not estimated only as a general percentage when specific trait counts are available. Communicate graphic quantity logic clearly to Customer Success, Account Management, Graphics, Production, Procurement, and Warehouse teams. Partner with production and warehouse teams to ensure graphics quantities align with kitting and fulfillment requirements. SAP, Inventory & Procurement Support Support data accuracy when new customer items are created and SAP numbers are assigned. Track SAP numbers, item descriptions, pricing, part information, and related fulfillment data where applicable. Understand that once an SAP number and price are assigned, new order fulfillment and inventory value follow that pricing structure. Support Procurement by maintaining accurate component, part, production, and SAP-related information for quoting, sourcing, and ordering activities. Help identify whether designs, fixtures, graphics, or components may be patented or proprietary when Procurement is reviewing bid opportunities. Support inventory forecasting, reorder planning, safety stock, and open fulfillment inventory processes as needed. Monitor inventory and production assumptions that may impact future reorders, customer fulfillment, or program continuity. Invoice & Sales Tax Preparation Support Assist with invoice preparation, backup documentation, and quantity validation as needed. Support sales tax preparation by helping organize program, order, item, production, and customer data required for review. Ensure invoice-related quantities and supporting documentation align with approved program scope, orders, BOMs, production quantities, fulfillment data, and shipped quantities. Work with internal stakeholders to resolve discrepancies between quoted quantities, ordered quantities, produced quantities, shipped quantities, and invoiced quantities. Cross-Functional Communication Serve as a key analytical resource between Customer Success, Account Management, Graphics, Procurement, Production, Warehouse, Inventory, and Finance teams. Communicate data issues, production risks, quantity changes, program changes, assumption gaps, and inventory concerns clearly and proactively. Translate complex Excel data and customer files into practical production summaries that non-technical team members can use. Support internal meetings with quantity analysis, BOM details, production status updates, inventory assumptions, and change summaries. Escalate risks related to missing data, unclear assortment logic, outdated store counts, production shortages, inventory gaps, or customer quantity changes. Help ensure that all teams are working from the same current quantity assumptions and production data.

Required Skills & Qualifications: Senior-level experience in program analysis, production planning, customer program support, retail execution, merchandising, kitting, inventory analysis, BOM management, or a similar analytical role. Advanced Microsoft Excel skills, including complex formulas, lookups, pivot tables, data validation, cross-file comparisons, and large database management. Strong ability to analyze store lists, trait files, assortment files, modular data, BOM