Forecasting and Optimization Clerk

Fidelity Services Group; Gauteng; On-site; ZAR 250,000 - 420,000; Full time

Job summary

Fidelity Services Group is seeking a detail-oriented Forecasting & Planning Analyst to optimise cash centre float levels and ATM replenishment across national client sites. You will analyse historical ATM usage, forecast cash requirements, and coordinate replenishment schedules, aiming to improve service levels and reduce costs.

Strong Excel, analytical skills, and Power BI experience are preferred. Collaborate with Operations, Finance and IT teams to drive continuous improvement and report on

Qualifications

• 1-3 years' experience in forecasting, planning, logistics, operations or optimization.
• Advanced Excel and strong analytical skills.
• Experience with planning and optimization.
• Experience with Power BI or similar reporting tools will be advantageous.
• Experience in the ATM, banking, cash management or security industry will be advantageous.

Responsibilities

• Place orders for cash centers and coordinate replenishment planning nationally.
• Analyse historical ATM usage to forecast cash requirements.
• Determine replenishment timing and cash quantities for ATMs.
• Develop and optimise replenishment schedules and routes.
• Coordinate ATM cash packing and loading with operations teams.
• Monitor service levels and identify opportunities to reduce trips and costs.
• Develop forecasting, planning and KPI reports to track performance.
• Use data analytics to identify trends and risks for improvement.
• Collaborate with Operations, Cash Centres, Finance, IT and client teams.

Skills

Forecasting

Planning

Analytical skills

Advanced Excel

Tools

Power BI

Job description

Job Introduction:

Purpose of the role; will be responsible for the forecasting, planning and optimisation of cash centre float levels, ATM cash replenishment activities across banking and white-label ATM clients. The role is responsible for analysing ATM cash requirements, forecasting demand, optimising replenishment frequencies, planning and coordinating ATM loading requirements to support service delivery, cash availability and operational efficiency. The role will use data, forecasting models and operational insights to continuously improve cash centre float levels, ATM cash planning, reduce unnecessary cash holdings and movements, optimise routes and ensure that ATM service levels and client requirements are consistently met.

Key Performance Areas: (not totally inclusive):

• Placing orders for cash centers.
• Manage centers cash and ATM forecasting and replenishment planning nationally.
• Analyse historical ATM and centers usage and transaction data to accurately forecast cash requirements.
• Determine when ATMs need to be replenished and the required cash quantities.
• Develop and optimise ATM replenishment schedules and routes.
• Coordinate ATM cash packing and loading requirements with relevant operational teams.
• Monitor ATM cash-outs, replenishment frequency and service levels.
• Identify opportunities to reduce unnecessary trips, kilometres, cash movements and operational costs.
• Develop and monitor forecasting, planning and optimisation reports and KPIs.
• Use data and analytics to identify trends, risks and opportunities for improvement.
• Work closely with Operations, Cash Centres, Finance, IT and client-facing teams to ensure effective service delivery.
• Drive continuous improvement in Cash center, ATM planning, forecasting and route efficiency.

Minimum Requirements:

• 1-3 years' experience in forecasting, planning, logistics, operations or optimization.
• Advanced Excel and strong analytical skills.
• Experience with planning and optimization.
• Experience with Power BI or similar reporting tools will be advantageous.
• Experience in the ATM, banking, cash management or security industry will be advantageous.

Core Competencies:

• Strong analytical and numerical ability
• Forecasting and planning
• Strategic and commercial thinking
• Problem-solving and decision-making
• Attention to detail
• Operational and process optimisation
• Strong communication
• Ability to work under pressure and meet deadlines

We reserve the right not to make an appointment to any advertised position.

Whilst preference is given to existing employees at all times and the choice made is purely on merit, Historically Disadvantaged Candidates and Black Female Candidates are encouraged and supported in the FSG team. Whilst black female candidates will be given priority as per our transformation policy subject to the above criteria.

Fidelity Services Group (Pty) Ltd supports global fair practice and business ethics on continuous development of our human capital as the key resource to our success in the markets in which we participate.

Should you not be contacted regarding this position within 10 working days from the closing date, please regard your application as unsuccessful.