Sales Planner (Analyst) - Contract

CA Financial Appointments; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A dynamic financial services firm in Cape Town is seeking a Sales Planner to manage sales forecasting and reporting. You will analyze data, prepare management reports, and collaborate with sales managers to monitor campaigns. This fast-paced role requires strong analytical skills and expertise in SAP and PowerBI. Join us to make a significant impact in a growing business.

Qualifications

• Sharp, commercially minded individual with a data-driven approach.
• Ability to thrive in a high-paced environment.
• Strong analytical skills to interpret data and market trends.

Responsibilities

• Prepare management and head office reports.
• Manage operational sales forecasting processes.
• Contribute to yearly budgets and track sales actions.
• Collaborate with Sales Managers to plan sales campaigns.

Skills

Data analysis

Sales forecasting

SAP expertise

PowerBI proficiency

Market analysis

Tools

SAP

PowerBI

CRM systems

Job description

Are you a numbers-driven strategist with a flair for turning data into action? We’re looking for a sharp, commercially minded Sales Planner to join our South Africa team. In this role, you’ll be at the heart of sales forecasting, planning, and analysis, helping to shape strategy, optimise performance, and influence decision-making at senior levels.

If you thrive in a high-paced environment, love diving into data, and want to make a real impact in a growing, dynamic business, this opportunity has your name written all over it.

What You’ll Be Doing:

• Own and prepare management and head office reports
• Manage operational sales forecasting, preparing six-monthly forecasts based on orders, market trends, and seasonal insights
• Prepare reports analysing sales and gross margin data
• Contribute to the creation of yearly budgets and track the follow-up of sales actions
• Manage sales budget and revised budget cycles
• Manage pricing and catalogue updates, preparing annual pricing and discount structures
• Act as a key user of SAP, PowerBI, and CRM systems
• Ensure accurate and reliable data across reporting systems
• Collaborate with Sales Managers to plan, launch, and monitor sales campaigns
• Track key KPIs and report back to senior and head office stakeholders
• Gather and analyse market and competitor data to inform strategic decisions
• Deliver ad hoc reporting, analysis, and project support for senior management and branch teams