S&OP Analyst Job Description, KRAs and Skills

An S&OP Analyst supports the sales and operations planning process that aligns demand, supply and finance into one plan. They pull and consolidate data, prepare the S&OP review packs, run scenarios, track key metrics, and follow up on decisions and actions. The role sits in supply chain planning. A good one keeps the S&OP process running on time with clean data, turns numbers into a clear story for the review, models scenarios that help leaders decide, and makes sure the decisions taken in the meeting actually get followed through.

Detail	For this role
Department	Supply Chain
Level	Mid level
Reports to	Planning Manager
Direct reports	None
Experience	2 to 5 years in planning, S&OP or supply chain analytics

S&OP Analyst job description template

Copy this job description, replace the text in square brackets and post it on your careers page or a job portal.

Job title: S&OP Analyst

Department: Supply Chain

Reports to: Planning Manager

Location: [City], [office, branch or site]

About the role

Key responsibilities

Pull and consolidate demand, supply, inventory and financial data for the S&OP cycle.
Prepare the S&OP review packs and dashboards for each meeting.
Run scenarios and what-if analysis to support planning decisions.
Track key metrics such as forecast accuracy, service and inventory.
Highlight gaps between demand and supply and the options to close them.
Coordinate inputs from demand, supply, sales and finance on time.
Follow up on decisions and actions agreed in the S&OP meeting.
Maintain S&OP data, templates and the process calendar.
Analyse plan versus actual performance and share the insights with teams.
Support continuous improvement of the S&OP process over time.

Requirements

Degree in supply chain, engineering, statistics or commerce
Knowledge of S&OP and planning
Strong analytical and Excel skills
2 to 5 years in planning, S&OP or supply chain analytics

KRAs and KPIs for a S&OP Analyst

Key result areas for the appraisal form, each with a KPI you can measure every month or quarter.

Key result area	How to measure it
Process timeliness	S&OP packs and reviews delivered on schedule every cycle
Data quality	S&OP data consolidated accurately from all functions
Decision support	Scenarios and analysis used to make S&OP decisions
Metric tracking	Key S&OP metrics tracked and reported accurately each cycle
Action follow-up	Agreed S&OP actions tracked and closed on time
Gap analysis	Demand and supply gaps highlighted clearly with options

Skills and tools

Sales and operations planningData consolidationScenario analysisAdvanced ExcelData visualisationMetric trackingCross-functional coordinationAnalytical thinkingCommunication

Tools used day to day: ERP such as SAP, Advanced Excel, Power BI or dashboards, S&OP or planning software, Presentation tools.

Reporting line and career path

Moves up from: Supply Chain Analyst, Demand Planner
Next roles: S&OP Manager, Planning Manager

Interview questions for a S&OP Analyst

What is the sales and operations planning process and why does it matter?
How do you consolidate data from demand, supply and finance for a review?
How do you build a scenario to help leaders decide between options?
How do you present a demand and supply gap clearly?
How do you make sure decisions from the S&OP meeting get done?
Which metrics do you track through the S&OP cycle?

Managing a S&OP Analyst in ZeniaHR

AttendanceSet a general shift with web or mobile app punches, and restrict web punches to allowed office networks. The work is desk and data based, so attendance is steady, with the monthly summary feeding payroll after month close. The S&OP cycle can bring busy periods.LeaveAvoid leave during the monthly S&OP cycle and review week, and hand over data consolidation and packs before going away. The leave calendar helps make sure the S&OP process is not left without support during the cycle.Performance and KRAsEnter the KRAs above as weighted goals in a quarterly review cycle, with process timeliness and data quality weighted highest. Review the S&OP cycle and metrics each month, and hold the formal review each quarter with an annual cycle.

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Frequently asked questions

What does an S&OP analyst do?

An S&OP analyst supports the sales and operations planning process that aligns demand, supply and finance into one plan. They pull and consolidate data, prepare the review packs, run scenarios, track key metrics, and follow up on decisions and actions. They keep the S&OP process running on time with clean data and clear analysis.

What is S&OP in supply chain?

S&OP, or sales and operations planning, is a monthly process that brings demand, supply, inventory and finance together to agree one plan for the business. It balances what customers will buy against what the company can make and supply, and surfaces gaps for leaders to decide on. An S&OP analyst prepares the data and analysis behind it.

What skills does an S&OP analyst need?

An S&OP analyst needs data consolidation, scenario analysis and strong Excel and visualisation skills, plus an understanding of the S&OP process. Cross-functional coordination matters, since data comes from demand, supply, sales and finance. Analytical thinking and clear communication turn the numbers into a story that helps leaders make planning decisions.