606 Planning jobs in South Africa

Job category: FMCG, Retail, Wholesale and Supply Chain

Location: Cape Town

Contract: Permanent

Remuneration: market related

EE position: Yes

Clicks Group

Clicks is on the hunt for a Planning Analyst that forms part of the Category Planning team. The porpose is to translate the business financial plans into category specific sales, margin and inventory budgets and to support the category teams to achieve the customer and product vision through viable business category plans.

Job Objectives

• In collaboration with the Category Buyer, build a strategic plan for Category incorporating an understanding of customer needs and wants, trends, competitive environment and market share
• To develop the annual merchandise financial plan by department for sales, stocks, margins, GP and markdowns taking into account key and relevant financial metrics and inputs
• To partner and support relevant key stakeholders on the development of pre-season sales, markdown, margin, receipt and inventory targets aligned to the strategic business goals whilst ensuring assortments that balance range and space requirements for all stores
• To develop and monitor projections, inventory flow, and seasonal sell-off plans as well as validate monthly forecast for open-to-buy management
• To analyze and reflect current trends in performance of strategy based on actual sales performance; revise in-season plans for sales and profitability
• To prepare and continuously monitor financial budgets and forecasts for the departments by store / channel by product lifecycle and to re-forecast the merchandise financial plans in line with current performance (monthly and weekly), new initiatives or significant deviations, at the appropriate level & review with relevant key stakeholders in order to maximize sales, margin and inventory productivity
• To provide other analysis related to driving business goals (e.g. range hindsight, price curves, cross-selling, etc.)
• Adapt new planning processes and systems (Enterprise, Assortment Planning) and consistently utilize new methodology to achieve “best in practice” discipline
• Support the analysis on slow or poor performing products to optimize the OTB and category Stock Turn
• To contribute analysis in the S&OP meeting on the impact of forecast changes to budget plans

Job Related Knowledge

• Deep understanding of the consistent management and planning of the supplier base performance metrics, promotional planning cycle, product lifecycle, supply chain optimization for their products, business analysis and reporting
• Understanding of customer needs and wants, trends, competitive environment and market share
• Financial planning models and methodologies
• FMCG, Supply Chain and Logistics

Job Related Skills

• Excellent interpersonal and communication skills, to build relationships and drive consensus and collaboration across functional groups
• Business math acumen and analysis to comprehend financial information and reporting to make business decisions
• Forecasting financial trends up to 3 years
• Ability to forecast consumer trends and buying habits 9 – 24 months in the future
• Presentation skills with focus being on oral and written communication skills
• Proficiency on MS Office Excel, Word, Outlook and Power Point
• Complex Problem solving
• Report Writing
• Retail mathematical calculations (e.g. variance to last year, percent of total, turn, Open-to-Buy and sales per square foot)
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Job Experience

• Ideal min 5-7 years of experience in: retail merchandise planning, demand forecasting; inventory management, allocation or replenishment; financial planning or financial analysis experience
• Strong problem-solving and analytical skills; strong aptitude with numbers; retail math skills, understanding of forecasting methodology
• Ability to make decisions with limited information but also able to synthesize large quantities of data to drive business decisions
• Previous experience in enterprise planning or similar planning systems advantageous
• Experience in retail replenishment and allocation; retail sales, category planning or merchandising experience desirable

Education

B Comm Finance or relevant B Degree

Leading and Deciding

Interaction and Presenting

Analysing and Interpreting

Planning and Organising

Delivering results and meeting customer's expectations

Adapting and Coping

Overview

An exciting opportunity has arisen for a WFM Planning Analyst within the existing Resource Planning Team. Reporting directly to the Planning Manager, the successful candidate will be responsible for:

The role is pivotal in supporting the planning cycle and optimizing resource against different client demand levels and budget delivery. The right candidate will be the subject matter experts for the campaigns they are responsible for. They will provide insight and direction of client accounts through proactive data lead analysis, identifying trends and suggesting areas for improvements. All through application of best practice processes and approaches.

Qualifications & Experience

• 5 years’ experience working in a Resource Planning / Workforce Management team
• Knowledge of NICE IEX tool required, additional WFM systems knowledge would be an advantage
• FTE sizing/Account sizing (Modelling) experience desirable
• Advanced MS Excel

Main Job Requirements

• You must be able to demonstrate your ability to plan, forecasting end to end, priorities, organize and review the progress of your own work ensuring that all plans are followed and timescales and objectives are met.
• You will be able to adapt to a variety of situations whilst understanding and appreciating different and opposing perspectives.
• Ability to integrate into an already successful team
• Demonstrate your ability to work under pressure
• Open-minded and flexible in dealing with circumstances as they arise
• Excellent attention to detail with excel experience
• Committed, enthusiastic, positive, resourceful and resilient

Key competencies

• Open, approachable, a proven team player with strong communication skills
• Proven problem-solving skills and a sound analytical approach
• Ability to manage own workload to meet tight deadlines
• Ability to work under pressure whilst maintaining accuracy
• Ability to build strong working relationships
• Self-motivated with ability to motivate other
• Organized and structured in approach
• the day to day delivery of accurate Contact Forecasting, FTE Requirements and Scheduling short, mid and long range
• contribution to management of client relationships
• serve as subject matter expert in all things WFM
• supporting Planning Manager with reporting of accounts staffing position and outlook, as well as any project work as and when require

Overview

An exciting opportunity has arisen for a WFM Planning Analyst within the existing Resource Planning Team. Reporting directly to the Planning Manager, the successful candidate will be responsible for:

The role is pivotal in supporting the planning cycle and optimizing resource against different client demand levels and budget delivery. The right candidate will be the subject matter experts for the campaigns they are responsible for. They will provide insight and direction of client accounts through proactive data lead analysis, identifying trends and suggesting areas for improvements. All through application of best practice processes and approaches.

Qualifications & Experience

• 5 years’ experience working in a Resource Planning / Workforce Management team
• Knowledge of NICE IEX tool required, additional WFM systems knowledge would be an advantage
• FTE sizing/Account sizing (Modelling) experience desirable
• Advanced MS Excel

• You must be able to demonstrate your ability to plan, forecasting end to end, priorities, organize and review the progress of your own work ensuring that all plans are followed and timescales and objectives are met.
• You will be able to adapt to a variety of situations whilst understanding and appreciating different and opposing perspectives.
• Ability to integrate into an already successful team
• Demonstrate your ability to work under pressure
• Open-minded and flexible in dealing with circumstances as they arise
• Excellent attention to detail with excel experience
• Committed, enthusiastic, positive, resourceful and resilient

• Open, approachable, a proven team player with strong communication skills
• Proven problem-solving skills and a sound analytical approach
• Ability to manage own workload to meet tight deadlines
• Ability to work under pressure whilst maintaining accuracy
• Ability to build strong working relationships
• Self-motivated with ability to motivate other
• Organized and structured in approach
• the day to day delivery of accurate Contact Forecasting, FTE Requirements and Scheduling short, mid and long range
• contribution to management of client relationships
• serve as subject matter expert in all things WFM
• supporting Planning Manager with reporting of accounts staffing position and outlook, as well as any project work as and when require

JOB CONTEXT

The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

KEY ACCOUNTABILITIES

Financial Planning, Analysis & Reporting

• Manages financial planning, budgeting, and forecasting processes and submissions.
• Creates variance analysis reports and financial models.
• Leads real-time financial performance monitoring.
• Escalates any financial issues to management.
• Sets and tracks key performance indicators (KPIs) and objectives.
• Completes market research and comparable company or OpCo analysis.
• Recommends strategies for increasing financial performance.
• Prepares detailed monthly financial reports for management.
• Uses popular financial planning and analysis tools.
• Collaborates with senior members of the accounting and finance teams.
• Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

• Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
• Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
• Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
• Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

• Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
• Optimally informs and advises internal stakeholders and customers about analysis and related insights,
• Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

• Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
• Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
• Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
• Performing financial analysis of actual performance compared to plan and last year
• Preparing management information, such as monthly reports and presentations on various topics
• Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

• Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
• On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
• Performing investigations and analyses in line with corporate guidelines
• Preparing cover notes and presentations

Analysis / Analytics

• Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
• Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
• Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
• May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

• Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
• Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
• Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
• Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
• Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
• Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

• Attention to details,
• Interpretation and analytical skills
• Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
• Level of compliance / non-conformities
• Demonstrates excellent financial and quantitative skills.
• Communicates effectively and has strong presentation skills.
• Collaborates well with colleagues using adept social skills.
• Works independently using project management skills.
• Builds strong working relationships and has good leadership skills.
• Learns quickly and has strong problem-solving and critical thinking skills

MINIMUM REQUIREMENTS

• Bachelor's Degree in Accounting
• CA / CIMA Qualification advantageous
• 6+ years' working experience
• Manufacturing industry background
• ERP System experience, Unite M3 would be advantage,
• Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
• HFM / OneStream knowledge
• Technical knowledge of IFRS, General Accounting and Tax legislation

About the Role

We are seeking a detail-oriented, self-driven FP&A Analyst to join our finance team. The successful candidate will play a key role in preparing financial reports, managing forecasting cycles, and providing insights that support strategic decision-making.

Key Responsibilities

• Prepare and analyze monthly management accounts, forecasts, and financial results.
• Manage revenue reporting and performance metrics, including retention and churn analysis.
• Support annual budgeting, rolling forecasts, and scenario modelling.
• Produce dashboards, variance analysis, and presentations for senior stakeholders.
• Translate complex financial data into actionable insights for leadership teams.
• Drive efficiencies in financial systems, reporting accuracy, and forecasting tools.
• Supervise and support junior staff as required.

Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• Professional qualifications (advantageous): CA(SA), CIMA, FMVA, CFA, CPA, CFP, CGMA, CMA, or a relevant Honours/Postgraduate Diploma in Financial Modelling or Financial Planning.
• Minimum 5 years' relevant experience in FP&A, financial modelling, or revenue reporting.
• Strong analytical skills with advanced Excel and financial modelling expertise.
• Experience with ERP/BI tools (e.g., SAP, Power BI, or similar) is advantageous.
• Ability to present financial insights clearly and confidently to stakeholders.

Key Attributes

• Strong attention to detail.
• Deadline-driven and self-motivated.
• Excellent interpersonal and communication skills.
• Proactive and solutions-focused.
• Effective collaborator with the ability to manage and guide junior staff.

Job Type: Permanent

Pay: From R40 000,00 per month

Ability to commute/relocate:

• Durban, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• What is your current monthly CTC?
• What is your highest professional qualification? (CA(SA), CIMA, FMVA, CFA, CPA, CFP, CGMA, CMA or equivalent)

Education:

• Bachelors (Required)

Experience:

• FP&A, financial modelling, or revenue reporting: 3 years (Required)
• financial forecasting and budgeting cycles: 3 years (Required)
• preparing variance analysis and management reports: 3 years (Required)

Work Location: In person

The Meetinghouse Facilities Department (MFD) seeks a detail-oriented Planning Analyst to support data-driven decision-making by conducting financial and business analyses on departmental projects and initiatives. The incumbent will evaluate trends, costs, and operational data related to facilities, inventory, and budgets. This role includes resolving customer inquiries and system-related issues, maintaining critical data within the management system database, and providing accurate reports and insights to internal stakeholders.

• Responsible for assigned projects, completes detail analysis and research, identifies options, prepares reports, and recommends action or change.
• Communicates with headquarters and field personnel concerning daily customer issues and reporting.
• Assists in the administration of annual plans for other Church departments.
• Conducts analysis and research in such areas as, financial, expenses, performance, depreciation, systems, and capacity.
• Prepare forecasts and analyze trends, general business conditions, and other business-related areas.
• Perform tasks assigned by senior managers.
• Facilitate improvements in business systems that will enable better customer service.
• Create reports & presentations, analyze data, attend meetings, etc.
• Creates queries and provides data to customers in an understandable format.
• Resolves system questions and issues for users in various divisions and departments (Planning, Project Management, Real Estate, Finance, Regional Facilities Managers, DTA's, etc.).
• Updates key information in the database.

• Reconcile financial data between multiple sources.

• Bachelors degree in related field

• Four years appliable experience, or any combination of related education and experience
• Proficiency with Access, Power Point, Excel and Word is required.
• Capable of performing detailed, technical data analysis along with the use of business processes is essential.
• Must be able to communicate effectively, both written and orally.
• Must be able to keep confidences and deal with sensitive data and documents appropriately.

Key Competencies & requirements:

• Problem solving
• Knowledge of manufacturing
• Good communication skills
• Multitasking and organizational ability
• Attention to detail
• B ENG OR B TEC – Mechanical or industrial Engineering qualification
• 2-year experience in manufacturing environment
• At least 2 years' experience on SAP or Syspro experience
• Planning experience
• Proficiency in Microsoft Office, Microsoft Word, Microsoft Excel, and project management tools
• Project management experience
• Supply chain experience

Key Functions of Role, BUT NOT LIMITED TO:

• Tracking of materials between suppliers and within the company
• Following up with vendors to ensure timely delivery of materials or products
• Monitoring shortages, and prioritizing urgent shipments
• Coordinating with purchasing, warehousing, and production teams to prevent delays
• Resolving delays or bottlenecks by escalating issues or finding alternatives
• Updating production schedule as per delivery of materials
• Internal and external expediter
• Other administrative tasks as requested.

Clerk Planning: Engineering Department PPC Slurry Factory. Fixed Term position.

Assist with clerical related work within the Maintenance Planning Section and workorder feedback capturing.

Internal Stakeholders: All departments

External Customers: Service Providers

Role Overview:

The Planning Administrator is responsible for supporting sales order processing, payment allocation, and key account management. This role also includes managing inventory, assisting with bid and tender preparations, handling customer quotations, and performing general administrative support for the planning department. The position requires attention to detail, accuracy, organizational skills, and the ability to communicate effectively with various departments and external clients.

Key Responsibilities:

• Coordinate and manage tender documentation, submissions, and deadlines.
• Liaise with internal departments to gather necessary information for tenders.
• Maintain and update tender tracking systems and databases.
• Assist in project planning schedules and resource allocation.
• Ensure compliance with tender requirements and company standards.
• Support bid preparation, including formatting, proofreading, and compiling documents.

• Monitor tender portals and identify relevant opportunities.

• Communicate with clients and stakeholders regarding tender clarifications and updates.

• Planning administration support.
• Update and manage planning databases, spreadsheets, and documentation.
• Monitor progress against plans and flag potential delays or issues.
• Support resource allocation for key accounts and capacity planning.
• Sales order processing.
• Liaise with internal teams to gather data and ensure accurate planning inputs.
• Maintain compliance with internal procedures and planning standards.
• Reporting and administration.
• Responsible for Inventory management.

Minimum Requirements:

Education:

• Matric and a relevant tertiary qualification in Business Administration, project management, supply chain management or a related field.

Experience:

• Minimum 2-3 years tender administration, planning coordination, or procurement support.
• Strong proficiency in excel.
• Syspro will be advantageous.

Skills and Competencies:

• Strong attention to detail and numeracy skills.
• Good organisational and communication skills.
• Ability to work under pressure in a fast-paced environment.
• Strong problem-solving and time management abilities.
• Maintain confidentiality and adherence to the POPI act.