job description - FP& A Analyst
The main purpose of this position is the responsibility of the planning and analyses function with regards to:
- Customer and Margin analysis.
- Sales analysis
- Power BI oversight ensuring data is accurate
- Annual Budgeting and Quarterly Forecasting
- Commercial Business partnering,
- Submission of quarterly reports,
- Compiling and presenting monthly Growth development plan bowling chart
- Monthly Price realization analysis
- Resource to the FP&A Manager - Africa
KEY PERFORMANCE AREAS (4-6)
Description
% time
Customer and margin analysis
20
Budgeting and forecasting
20
Quarterly and monthly reporting as per group requirements
20
Business Partnering and Support
20
All Other Activities to support the FP&A Manager - Africa
20
OUTCOMES
Customer and margin analysis
- Analyze margins on open orders on a weekly basis
- Analyze low margins, negative margins and high margins per customer and product on a weekly basis, and correct as necessary
- Track factory credits for low margin products.
- Ensure discount structures and pricing is authorized per the Delegation of Authority and contract.
- Review transfer pricing on products
Budgeting and forecasting
- Assisting the FP&A manager with compiling budget templates for the Sales teams
- Review of budget submissions for sales and orders for reasonability
- Input of budget sales and orders onto financial system
- Allocation of sales and order budgets to product groups
- Calculation of margins per product group
- Balance sheet and P&L budgeting
- Loading of budget and forecast data on Onestream
Quarterly and monthly reporting as per group requirements – per agreed timelines.
- Analyze sales and margin variances to budgets/ forecast and prior year for monthly Flux file.
- Provide input into monthly MBR, budget and forecast Decks.
- Prepare and present the monthly GDP file
- Prepare price realization template and investigation negative price realization.
- Prepare quarterly sales and order variance analysis reports
- Prepare quarterly analysis of direct and indirect customers for sales and orders.
- Prepare and present quarterly margin analysis per customer per region.
Business Partnering and Support
- Assist in setting up rebate structure for distributors.
- Ad hoc business support as requested
- Creating systems and processes to streamline reporting and analysis on Power BI
All Other Ad Hoc Activities
- Other ad hoc analysis and reporting as requested by Leadership Team members
Minimum Requirements
Minimum Qualifications
- CA (SA) -not negotiable
Minimum Experience
- 3 years in a Multinational organization (not negotiable)
- Experience in analysis across multi-currency ERP’s and multiple countries
- 5 years post-qualification experience in FP&A function
- Experience in business systems implementation
- Preferred – manufacturing experience
Key Skills and Competences
- Advanced Microsoft Excel, PowerPoint. OneStream/ Iscala/ SAP
- Highest standards of accuracy and precision; highly organized.
- Articulate with excellent verbal and written communication skills
- Profound analytical skills for identifying and solving problems
- Clear communication and synthesis skills
- Deadline driven and ability to work under pressure
- Ability to manage and control staff compliment from different backgrounds
Xylem is an American water technology provider, in public utility, residential, commercial, agricultural and industrial settings. The company does business in more than 150 countries.
