Senior Lead Analyst Forecasting

Copeland; Quezon City; Hybrid; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Flexible time off

Paid parental leave

Vacation and holiday leave

Job summary

Copeland, a global climate technologies company, seeks an Analytics professional to provide data support for Forecasting & Demand Planning, regional sales, and vertical teams. You will work on monthly cycles handling orders, backlogs, forecast, and sales across multiple export categories.

The role involves data gathering, manipulation, and reporting to enable strategic planning and marketing efforts. Strong analytical and communication skills are essential, with a willingness to work in a

Qualifications

• Graduation in business, engineering, IT or related field.
• Experience in supply chain, engineering and manufacturing domains preferred.
• Knowledge of Copeland product lines is a plus.

Responsibilities

• Consolidate and standardize data from multiple sources.
• Prepare reports and dashboards for regional forecast review.
• Present sales forecast and gaps to stakeholders for decision making.
• Support monthly forecasting and demand planning processes.

Skills

Analytical skills

Data visualization

Excel/Advanced Excel

SQL

Forecasting knowledge

Cross-functional collaboration

Education

Bachelor's degree in business/engineering/IT

Tools

Sigma

Oracle

Demantra

MS Office (Excel, PowerPoint, Access)

Job description

Job Description:

About Us

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.

Whether you are a professional looking for a career change, an undergraduate student exploring your first opportunity, or recent graduate with an advanced degree, we have opportunities that will allow you to innovate, be challenged and make an impact. Join our team and start your journey today!

JOB OBJECTIVE:

To provide analytical and data support to Forecasting & Demand Planning Management, Regional Sales Team, and Vertical Team in a monthly cycle by providing current orders, backlogs, forecast and sales of Exports Air Conditioning, Export Refrigeration, Export Transport, Export Motors, and Cold Chain to be used for strategic planning and marketing purpose. To provide data support on Variable Speed & Modulation, Forecast Accuracy, Beijer Group Sales, Supplemental Sales, and CP Bonus Industrial Ref.

MAIN DUTIES

FUNCTION: Analytics

DUTIES: Data Preparation, Data Analysis, Reporting / Presentation

SUB-FUNCTION: Data Gathering

• Consolidates and standardize data from different data sources
• Combines extracted data from multiple resources using automated tools (excel, macro, OTHER database TOOLS)
• Apply basic calculation to summarize the gathered data into information for further analysis

SUB-FUNCTION: Data Manipulation

• Cleans extracted data using pre-defined guidelines or instructions.
• Formats extracted data based on expected report output. (multiple data formatting requirements)
• Creates histograms, charts, summaries as necessary to aid in easy interpretation and better provide decision support to the Marketing and Sales Community
• Calculates data using available fields within the gathered information. (statistics)
• Analyze and interpret data using descriptive analytics (basic mathematics, comparative analysis)

SUB-FUNCTION: Data Analysis

• Creates charts, trends as necessary to aid in easy interpretation and better understanding of analyzed data

SUB-FUNCTION: Data Reporting

• Attend and participate in the regional forecast review with sales managers to discuss results of analysis (trends per customer and per product family, identify top drivers etc)
• Present sales forecast and gaps to the stakeholders (Marketing, Operation and Sales) gets their buy-in and commitment to any deliverable
• Conducts Pre SOP demand review meetings with sales team to discuss sales trend for production planning

Level of Execution: Full

Measurement Criteria (SLA): Quality Performance and Service Performance

85 %

FUNCTION: Operation

DUTIES: Sales Support, Order Management

SUB-FUNCTION: Inside Sales

• Request for new customer, supplier account creation and item creation in Copeland system

SUB-FUNCTION: Expediting and Delivery Schedule

• Check availability of items in the system for shipment and approval

Level of Execution: Full

Measurement Criteria (SLA): TAT 24 hours

10 %

FUNCTION: Operational Excellence

DUTIES: Continuous Improvement & Innovation

SUB-FUNCTION: Continuous Improvement & Innovation

• Identifies continuous improvement project ideas
• Participate in continuous improvement project session to discuss opportunities to improve processes or standards
• Prepare documentation for new processes and reports

5 %

EDUCATIONAL BACKGROUND

• Graduate of any 4 year business course
• Graduate of any engineering discipline course will also be considered
• Graduate of BS Information Technology or Computer Science is a plus

Work Experience Or Training

• At least two (2) years’ experience gained from supply chain, engineering and manufacturing related business, plant operations
• Eighteen (18) months to two (2) years related work experience in handling Copeland Products
• At least two (2) years’ experience in product analysis &/or planning systems in an industrial setting
• Background in offshore service operations is an advantage
• Business systems applications skills such Sigma, Oracle and Demantra
• Computer applications skills such as MS Office- Excel, PowerPoint, MS Access, SQL

Skills And Abilities

• Keen Analytical Skills
• Problem Identification & Solving Skills
• Multi-Tasking
• Ability to assume cross-trained function in the event of low utilization
• Ability to assume back up functions in the event of skills and capacity constraints.
• Excellent written and spoken communication skills in English. Ability to speak or write in another language is an advantage but not required, unless identified by the customer and support requirements

Other Work Conditions

• Willing to work on shifting operations which may include weekends with scheduled days off, to support the assigned business and customers.
• Must be able to effectively and independently function while maintaining a positive energy level in an environment of constantly shifting demands.

COMPETENCY PROFILE

• Business Insight
• Customer Focus
• Financial Acumen
• Manages Complexity
• Optimizes Work Processes
• Ensures Accountability
• Drives Results
• Collaborates
• Interpersonal Savvy
• Communicates Effectively
• Nimble Learning
• Being Resilient

Our Commitment to Our People

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial.

Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally.

Flexible and competitive benefits plans offer the right options to meet your individual/family needs. We provide employees with flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave.

Together, we have the opportunity - and the power - to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future. Learn more about us and how you can join our team!

Our Commitment to Inclusion & Belonging

At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.

Equal Opportunity Employer

Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

Requirements: