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Sr Analyst, Acct Forecasting


Madison, NJ
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Job Details

Job Title Sr Analyst, Acct Forecasting

JobID 1618963

Location: Madison, NJ

Description **POSITION SUMMARY**

The Senior Analyst - Account Forecasting is responsible for providing guidance and support which aids in the customer level forecasting process through collaboration with Sales Strategy, Sales, Marketing, Sales Operations, Customer Care, Demand Planning and Finance, including weekly, monthly and annual responsibilities as outlined below. The position also supports Account Planning and Sales Operations, acting as coordinator in the New Item Planning process, working closely with Sales Strategy and Customer Care to ensure PCH products are made fully available to the Field for access and forecasting in an accurate and timely manner.


Primary responsibilities include incorporating the monthly customer forecast into the HQ S&OP process; working closely with Sales Strategy colleagues to track various systems setup for internal/external communications on all SKUs Launching, Acquired, being Discontinued or Transitioning; tracking forecasts and communicating projections of new products & promotional items; providing the organization with Field input for planning, budgeting and tracking.

**Key responsibilities include, but are not limited to:**

+ All activities related to the Monthly Forecasting Process

+ **Monthly Forecast Guidelines** - Create and lead communication efforts of monthly Divisional Field Sales Forecast Guidelines based on analysis of current Brand Strategies and thorough review/inclusion of all weekly Business Alerts pertaining to Forecasting or Sales. Document includes consumption projections by brand, changes/enhancements to brand and trade promotion plans, list of promotional forecasts due, updated National New Items listing, and PCH Business Alerts by Business Unit from the previous 30-day period. Works closely with Sales Strategy to ensure necessary Field Sales reminders and updates are incorporated within the Guideline from month to month.

+ **Monthly Field Sales and Brand Forecast Reporting** - Review BT-issued automated Annual Brand Summary(1), GEO Summary(1) and Brand GEO(40+) Reports and post same for Internal use on Team Share sites.

+ **Leadership Communication** - Evaluate monthly locked forecast for changes; review Field Sales rationale provided monthly by each Sales Team and compare to locked forecast data; present/review analysis with VP of Sales in a timely manner. Take action on follow-ups with Sales Teams; communicate monthly forecast recap/reports to PCH Leadership (includes Sales, Sales Strategy, Marketing, Demand Planning and Finance).

+ Create, update & provide individual monthly **New Item Forecast Reports** based on current Forecast Lock vs Prior and Brand FY Factory Projections to Sales Strategy, Brand teams & VP of Sales.

+ HQ S&OP process - attend monthly forecast-related meetings as a representative of Account Planning on an as-needed basis and communicate necessary updates to the Field, as/where needed. Includes Forecast Review, End of Month LE Review, Mini S&OPs related to supply issues, launches or transitions.

+ Act as PCH Account Planning liaison with BT and ensure, through consistent communication, that Forecast Summaries are accurate for current year, as well as ensuring that Next Year forecast reporting is executed in a timely manner. Work with BT through to resolution on any issues found.

+ Serve as a Go-To for all Micro Strategy (SRS) New Item Forecast ad-hoc report requests from Sales Strategy.

+ Business Alert Review - Work closely with US Sales Engagement to review all weekly business alerts received by them relating to forecasting, new items, transitions, discontinuations, sales updates, supply updates or promotions . Work closely with Sales Strategy to ensure accuracy, and that all SKU information, accurate timing, Forecast Guidance and clear instruction is provided within.

+ Work with Demand Planning and Account Planning to finalize and maintain the annual Forecast Lock calendar. Summarize document and create/provide as a current chart of annual **Annual Accounting Periods** within every Forecast Guideline.

+ Participate in New Hire Orientation Training sessions as a representative of Account Planning; present briefly an overlook of the general PCH forecasting process.

+ All activities related to National Promotions (over 100 annually across PCH) which includes promotional forecasts (Bonus Packs, IRCs, and all Displays), allocations/auto-allocations, new, discontinued and transitioning skus.

+ Work closely with Sales Strategy, Customer Care, Display Planning, Demand Planning and External Supply for production; create and distribute a highly detailed **Monthly Summary Spreadsheet** with commentary, approved exceptions, increases/decreases and provide links to multiple reports (noted below) in SRS to teams noted, requesting and tracking Action on each Promotion, as needed.

+ Create numerous SRS **Promotional Allocation Reports** based on Forecast 60/30 days prior to Promotion Ship Window and distributed to Order Management for loading into SAP;

+ Create numerous SRS **Promotional Forecast Reports** based on Forecast 90/60/30 days prior to Promotion Ship Window and distributed to teams mentioned above for appropriate action.

+ Aid Sales Strategy Teams in finding promotional items for which a forecast was not entered.

+ Aid Sales Strategy Teams in finding promotional items for which a forecast should be removed.

+ Provide direct communication & necessary follow-up with internal and external Field Sales colleagues, ensuring that promotional concerns and exceptions not approved are addressed prior to the next lock. Ensure consistent follow-up with internal and external departments through the next Lock.

+ Create and maintain a current **Standard/Everyday Display list** for full-team use; review list after every forecast lock to ensure Displays match current Trade & Consumer Grids.

+ Participate and contribute in monthly 90/60/30 Promotion Review meetings run by Customer Care in Richmond as an Account Planning representative. Meeting is a collaborative effort that includes Order Management, Inventory Management, Sales Strategy and Display Planning to discuss upcoming promotions, pace of current promotions, ending promotions and identify exit strategy for remnant inventory.

+ Contribute to Monthly Exposure Meetings - attend if/where necessary. Create monthly **Exposure Reports** for all promotions ending and propose exit strategy by working with Sales Strategy to identify accounts to help through any remnant. Provide reports in a timely manner to Finance.

+ Coordination of IRC Auto-Allocation Process - Collect & Review promotional Auto-Allocation templates and Business Alerts prepared by Sales Strategy; distribute files for Allocations to be loaded in SAP and Siebel, incorporate guidance in Forecast Guidelines. Track timelines and due dates, as well as provide written instruction on current Process, via shared **Auto-Allocation Spreadsheet** & subsequent templates.

+ Work closely with Sales Strategy to ensure all posted Trade & Consumer Grids are kept current, and are clear and concise.

+ Review Promotional Tab of all Grids prior to posting to SMZ to ensure promotions listed are current, as well as fully available to Field Sales for forecasting (in Siebel, priced, containing a current spec & made orderable). Guide Sales Strategy team in finding resolution to missing, outdated or incomplete skus. Work closely with Customer Care and Sales Operations to ensure workflow does not stall and assist in finding solutions quickly.

+ Weekly Key Customer POS Reports

+ Responsible for receiving and reviewing BT automated weekly reports for accuracy; collecting monthly commentary from Field Sales Teams, and distributing weekly/monthly Roll Up reports to Marketing, Sales Strategy & Demand Planning Managers through PCH-US Leadership.

+ Work directly with Field Sales to ensure POS information received from BT is accurate and provide an overview of issues found to Leadership Team. Work with BT through to resolution on any issues found.

+ Act as PCH Account Planning liaison with BT and ensure, through consistent communication, that POS Reports received are accurate for current year (key accounts, brands listed and data), as well as ensure Next Year POS reporting is reviewed and executed in a timely manner.

+ Support Product Launch Planning efforts on innovation launches, acquisitions, transition plans and base business enhancements. Includes tracking of all FY and future New Item Launches, Acquisitions, Discontinuations, Promotional skus, Displays, customer-specific and unconfirmed (tentative) launches.

+ Member of Core New Item Commercial Launch Meetings, as requested.

+ Create and communicate via Business Alerts an **Annual New Item Forecast Guideline** for all launches which include a confirmed launch date, volume projection, cannibalization assumption, etc.

+ Manage the collection and posting of all **National New Item Summaries** in conjunction with Sales Strategy managers.

+ Create and communicate via the SMZ an annual **New Item Retail Calendar** and **Retail Projections** which identify launch timeline alongside Retail Sales Dollars.

+ Lead the **Product Launch, Discontinuation and Transition Meeting** - Lead communication efforts and direct discussions during all meetings. Create & maintain **SKU Checklists** spanning multiple years (New Items, Transitions, Discos and Price Updates) and ensure all are kept current; address/track workflow communication; work with Account Planning Admin to maintain Agenda and Attendee List for this Bi-Monthly meeting; notate and distribute meeting follow-up **Action Items** and ensure kept current on Sharepoint; review all incoming WTRs and add to Action Items for follow-up; collect feedback & questions between meetings and ensure consistent communication flow between departments so that projects continue to move forward. Manage the LDT section of the PLP **Sharepoint site** to ensure current documents and LDT calendar is available to all LDT colleagues.

+ Create, maintain, update and distribute Monthly Product Launch Planning Reports

+ **PCH New Item Monthly Field Sales Forecast** - Compares Current vs Prior Lock $ Field Sales Forecast for New Items by Brand and GEO - for all National New Item Launches

+ **New Item Field Sales Forecast and GAP Reports** - Create multiple reports monthly, following every forecast lock. Current Field Sales Forecast vs Prior & vs Brand Factory Projections. Work closely with Sales Strategy to ensure projections are communicated & accurate.

+ Work with US Sales Engagement and Sales Strategy colleagues to ensure the **New Product Launch Center (NPLC)** is kept current, including Retail Calendars, Retail Projections, New Item Summaries, New Item Images, Package Flat guidelines/forms, etc.

+ Initiate annual project with Graphic Development in order to create an updated "Grouping" image that includes all current year National New Items, to include all confirmed flavors, for use on the NPLC and available to all via the Asset Library.

+ Support Sales Operations/Customer Care/Sales Strategy & Field Sales efforts by assisting across these multiple teams, reviewing and ensuring that all PCH skus in Siebel are fully available to the field by executing Administrator duties in Siebel.

+ Make new/existing/transitioning skus orderable or uncheck as needed.

+ Work closely with internal teams to ensure skus are accurate/current as listed, including availability, pricing provided, sku descriptions and specifications.

+ Provide guidance when necessary if/when skus should be made customer-specific or National, and provide guidance to ensure access is granted to only appropriate Field Sales colleagues.

+ Monitor, review and upload all incoming product Preliminary and Final specifications (new & revised) for US PCH skus, including National and Customer-Specific Open Stock, Promotional and Display skus. Track, upload new or replace existing in Siebel as needed. Work closely with Sales Strategy, Display and/or Project Managers to ensure most current spec is accurate as posted. Ensure clear, consistent communication and follow-up.


Sales Strategy, Sales Operations, Customer Care, Display Operations, US Sales Engagement, Finance, Internal & External Field Sales Colleagues, Brand/Marketing Teams, BT, Replenishment, Sales Leadership and Demand Planning.


+ Bachelor's Degree

+ 3+ years CPG experience, OTC preferred (experience with new product launches or acquisitions also preferred)

+ Basic business skills, including beginner analytical skills

+ Ability to effectively work in a matrix management structure; interface with various levels of management

+ Ability to manage workflow for several projects simultaneously

+ Action oriented and ability drive for results with a customer service orientation Bachelor's Degree

+ 3+ years CPG experience, OTC preferred (experience with new product launches or acquisitions also preferred)

+ Basic business skills, including beginner analytical skills

+ Ability to effectively work in a matrix management structure; interface with various levels of management

+ Ability to manage workflow for several projects simultaneously

+ Action oriented and ability drive for results with a customer service orientation

+ Proficient in Microsoft Office

+ Direct experience with PCH Sales related tools, such as SRS, Siebel, IRI, et al

**EEO & Employment Eligibility**

Pfizer is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status. Pfizer also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and IRCA. Pfizer is an E-Verify employer.

**Sunshine Act**

Pfizer reports payments and other transfers of value to health care providers as required by federal and state transparency laws and implementing regulations. These laws and regulations require Pfizer to provide government agencies with information such as a health care provider's name, address and the type of payments or other value received, generally for public disclosure. Subject to further legal review and statutory or regulatory clarification, which Pfizer intends to pursue, reimbursement of recruiting expenses for licensed physicians may constitute a reportable transfer of value under the federal transparency law commonly known as the Sunshine Act. Therefore, if you are a licensed physician who incurs recruiting expenses as a result of interviewing with Pfizer that we pay or reimburse, your name, address and the amount of payments made currently will be reported to the government. If you have questions regarding this matter, please do not hesitate to contact your Talent Acquisition representative.

**Additional Offer Details:**

+ **Last Date to Apply for Job: 10/31/2007**

+ **This job is Pfizer Exempt US Grade** **: 07**

Pfizer is an equal opportunity employer and complies with all applicable equal employment opportunity legislation in each jurisdiction in which it operates.

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