
Yeo Valley
Planning & Forecasting Analyst
Salary
£35k – £39k
Work type
Onsite
Level
mid
Category
Analytics & BI
About the role
Planning & Forecasting Analyst (12 month FTC)
So, what will I be doing?
At Yeo Valley, we’ve been making delicious, organic dairy products for over 50 years. As a family-run business, we believe in doing things the right way – sustainably, ethically, and with people at the heart of what we do.
We are looking for a Planning & Forecasting Analyst to join our Customer Demand, Planning & Replenishment Team on a 12 month FTC. The working hours for this role are 40 hours per week (Monday - Friday) and the role is based at our Acorn House office in Highbridge.
The purpose of this role is to provide essential analytical and technical support to the Planning function, ensuring continuity, accuracy, and efficiency across reporting, forecasting, and system processes.
This role will play a key part in maintaining and enhancing existing Power BI and Excel‑based tools, supporting the transition to new planning systems, and enabling data‑driven decision making throughout the supply chain.
You will ensure high‑quality reporting, robust data models, and well-governed analytical processes, while supporting wider system improvements—including the migration of reporting assets and semantic models into modern data architecture frameworks.
This role is critical in sustaining operational performance, strengthening analytical capability, and enabling both the Senior Planning Analyst and wider team to deliver strategic projects and transformation activities.
Your responsibilities will include:
Analytics -
- Develop and implement data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
- Identify, analyse, and interpret trends or patterns in complex data sets to provide key business insights
- Keep management informed of project status through periodic status reporting and project updates
Power BI & Reporting -
- Develop, maintain, and migrate Power BI reports and semantic data models
- Audit, streamline, and retire redundant or legacy Power BI reporting
- Produce clear documentation and user guides for Planning Power BI reports
- Ensure data integrity and consistent report performance across the department
Systems Support -
- Support and maintain Planning & Replenishment Excel-based tools, including VBA-driven models (VBA expertise essential)
- Troubleshoot system and reporting issues, ensuring minimal downtime and quick resolution
- Assist with system testing, data validation, and workflow alignment during the new planning system implementation
Sounds interesting, what do I need?
Essential:
- Demonstrable skills in statistical analysis.
- Strong analytical skills with the ability to collect, organise, analyse, and disseminate significant amounts of information with attention to detail and accuracy
- Power Bi Report design and data manipulation
- Familiarity with SQL for data extraction and troubleshooting
- Practical knowledge of DAX for Power BI model development
- Understanding of data modelling principles and semantic layer design.
- Excellent IT Skills (Microsoft Excel including Excel VBA)
- An ability to influence people at all levels
- Positive attitude & Good Interpersonal skills
- Proactive and self-motivated
- Being able to work to strict deadlines
Desirable: - OneLake & Lakehouse Architecture Understanding
- Data Engineering Awareness
- Experience working with ERP and/or planning systems
- Experience of Dashboard reporting
- Evidence of self-development
- Drivers Licence
Why should I join the family?
We’re independent, British and proud to be making the highest quality yogurts, desserts and ice cream under the Yeo Valley brand and for many of the UK’s major retailers. Operating from four dairies and two logistics centres in Somerset and Devon, we employ over 1900 staff and produce more than 25% of the UK’s packaged yogurt.
We’re sure you don’t need convincing, but there’s a whole host of benefits that we offer. It goes without saying that you'll have access to free parking, top of the range personal protection equipment (PPE) and your own locker. You'll also receive the following:
- Competitive holiday allowance
- non-contributory pension scheme
- life cover
- healthcare cash back plan
- cycle to work scheme
- subsidised Yeo Valley products and services
- preferential rates with our partners
- learning and development opportunities; we’re committed to ensuring all of our employees have the chance to grow
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Yeo Valley
Planning & Forecasting Analyst
Salary
£35k – £39k
Work type
Onsite
Level
mid
Category
Analytics & BI
About the role
Planning & Forecasting Analyst (12 month FTC)
So, what will I be doing?
At Yeo Valley, we’ve been making delicious, organic dairy products for over 50 years. As a family-run business, we believe in doing things the right way – sustainably, ethically, and with people at the heart of what we do.
We are looking for a Planning & Forecasting Analyst to join our Customer Demand, Planning & Replenishment Team on a 12 month FTC. The working hours for this role are 40 hours per week (Monday - Friday) and the role is based at our Acorn House office in Highbridge.
The purpose of this role is to provide essential analytical and technical support to the Planning function, ensuring continuity, accuracy, and efficiency across reporting, forecasting, and system processes.
This role will play a key part in maintaining and enhancing existing Power BI and Excel‑based tools, supporting the transition to new planning systems, and enabling data‑driven decision making throughout the supply chain.
You will ensure high‑quality reporting, robust data models, and well-governed analytical processes, while supporting wider system improvements—including the migration of reporting assets and semantic models into modern data architecture frameworks.
This role is critical in sustaining operational performance, strengthening analytical capability, and enabling both the Senior Planning Analyst and wider team to deliver strategic projects and transformation activities.
Your responsibilities will include:
Analytics -
- Develop and implement data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
- Identify, analyse, and interpret trends or patterns in complex data sets to provide key business insights
- Keep management informed of project status through periodic status reporting and project updates
Power BI & Reporting -
- Develop, maintain, and migrate Power BI reports and semantic data models
- Audit, streamline, and retire redundant or legacy Power BI reporting
- Produce clear documentation and user guides for Planning Power BI reports
- Ensure data integrity and consistent report performance across the department
Systems Support -
- Support and maintain Planning & Replenishment Excel-based tools, including VBA-driven models (VBA expertise essential)
- Troubleshoot system and reporting issues, ensuring minimal downtime and quick resolution
- Assist with system testing, data validation, and workflow alignment during the new planning system implementation
Sounds interesting, what do I need?
Essential:
- Demonstrable skills in statistical analysis.
- Strong analytical skills with the ability to collect, organise, analyse, and disseminate significant amounts of information with attention to detail and accuracy
- Power Bi Report design and data manipulation
- Familiarity with SQL for data extraction and troubleshooting
- Practical knowledge of DAX for Power BI model development
- Understanding of data modelling principles and semantic layer design.
- Excellent IT Skills (Microsoft Excel including Excel VBA)
- An ability to influence people at all levels
- Positive attitude & Good Interpersonal skills
- Proactive and self-motivated
- Being able to work to strict deadlines
Desirable: - OneLake & Lakehouse Architecture Understanding
- Data Engineering Awareness
- Experience working with ERP and/or planning systems
- Experience of Dashboard reporting
- Evidence of self-development
- Drivers Licence
Why should I join the family?
We’re independent, British and proud to be making the highest quality yogurts, desserts and ice cream under the Yeo Valley brand and for many of the UK’s major retailers. Operating from four dairies and two logistics centres in Somerset and Devon, we employ over 1900 staff and produce more than 25% of the UK’s packaged yogurt.
We’re sure you don’t need convincing, but there’s a whole host of benefits that we offer. It goes without saying that you'll have access to free parking, top of the range personal protection equipment (PPE) and your own locker. You'll also receive the following:
- Competitive holiday allowance
- non-contributory pension scheme
- life cover
- healthcare cash back plan
- cycle to work scheme
- subsidised Yeo Valley products and services
- preferential rates with our partners
- learning and development opportunities; we’re committed to ensuring all of our employees have the chance to grow