Portfolio Planner

Department: Purchasing & Planning

Employment Type: Permanent
- Full Time

Location: Office, Filton

ELEMIS are looking for a Portfolio Planner who will support the effective operation of the Sales & Operations Planning process. Reporting the the S&OP Lead, your day-to-day will involve coordinating meetings, maintaining documentation, and facilitating cross-functional communication to drive ongoing improvement.

You will collaborate with cross-functional teams on forecasting for Existing Product Development and Product Discontinuations, particularly where impacted by New Product Launches, driving process control and ensuring timely, clear communication with stakeholders.

A key part of the role involved running the monthly Product Review of the S&OP process, ensuring inputs and outputs are effectively integrated, with clear actions, timely follow-up, and informed decision-making.

You will work with a wide range of stakeholders across the organisation to drive Demand Planning portfolio control and visibility, with a strong focus on Product Change Management (process and communication).

• Update and monitor Product Performance & Ranking;
  Liaise with Global NPD and Commercial Teams on SKU/Product rationale.
• Co-ordinate end-to-end life cycle of products – recommend and communicate phasing in/out timings based on latest forecasts and inventory.
• Manage data relating to Global Product/Gifting and SKU Portfolio.
• Work with Demand Planning and Inventory & Supply Team to identify and address demand/supply challenges.
• Collaborate with NPD Product Managers on critical path timelines for Existing Product Development (EPD) change management projects (such as sku changes/reformulation/pack changes), ensuring smooth transitions with minimal supply impact.
• Manage communication of EPD/SKU Changes ensuring all Regions receive timely and accurate information.
• Provide reporting on change management and portfolio metrics, including stock turns per SKU, SKU categorization, and supply chain challenges.
• Drive meetings with cross functional groups and work with stakeholders across the business.
• Document and continuously improve product lifecycle and change management processes.

• Facilitate the monthly Product Review meeting, ensuring relevant topics are being discussed to drive business effectiveness. Plan rolling Product Review calendar to feed into rolling Global S&OP calendar, ensuring the right topics are discussed.
• Circulate Pre-reads in a timely manner to enable meeting effectiveness and decision making.
• Liaise with meeting attendees to ensure timely follow up of actions and elevate blockers if necessary.
• Engage stakeholders across NPD, Commercial, Supply, and Regulatory to ensure key inputs are aligned for decision-making.

• Coordinate S&OP meetings in line with the agreed cadence, ensuring appropriate scheduling and participation.
• Act as a liaison between stakeholders across the S&OP cycle, supporting effective communication and information flow.
• Support the onboarding of new participants from various functions, ensuring they understand the process and key expectations.
• Maintain accurate records of attendance, action logs, meeting outputs and summaries.
• Collect and consolidate stakeholder feedback on the process, meeting effectiveness, metrics and follow-up actions, escalating issues where appropriate.
• Conduct periodic process health checks and report findings to the S&OP Process Owner.
• Maintain up-to-date process documentation and support the S&OP Process Owner in continuous improvement initiatives and resolution of process challenges.

• Support implementation of new systems and technology (e.g.…