Finance Business Intelligence (BI) Specialist

Position: Business Intelligence (BI) Analyst

Location: Citrusdal, Western Cape, South Africa

Our company is a rooibos export and marketing company, known for a wide and innovative range of value-added rooibos products, directly linked to our farms and the people working the fields and managing the quality of product we are producing. We are currently seeking a proficient and driven BI Analyst to join our team and play a pivotal role in our ongoing success.

The purpose of the Business Intelligence (BI) Analyst role is to manage, analyse, and interpret data across marketing, sales, and operations to support business decision-making. This role ensures accurate data flow between systems, recommends tools for improved integration, and delivers insights that help drive strategic growth.

• Maintain and continuously improve data quality across CRM, marketing platforms, ERP/accounting systems, and eCommerce tools
• Evaluate, recommend, and support the implementation of data integration tools
• Design and create automated data flows between systems (e.g. CRM to sales dashboards and marketing reports)
• Collaborate with internal teams to define and align data requirements
• Clean, consolidate, and validate datasets to ensure accuracy and reliability
• Develop and maintain dashboards and reports covering marketing performance, sales KPIs, customer trends, profitability, and forecasting
• Analyse campaign performance and provide actionable recommendations to optimise ROI
• Build and maintain customer segmentation, retention, and customer lifetime value analyses
• Prepare monthly and quarterly management reports with clear insights and recommendations
• Support product, finance, and leadership teams with data-driven insights and decision-making
• Identify trends, gaps, and opportunities through structured data analysis
• Develop predictive insights such as churn risk, product demand, and seasonality trends
• Support market analysis and business modelling initiatives
• Provide insights to inform pricing strategies, promotions, inventory planning, and customer engagement
• Implement automation and workflows to reduce manual reporting and administrative tasks
• Standardise reporting processes, templates, and documentation
• Ensure dashboards and analytical tools remain accurate, up to date, and user-friendly

• Relevant qualification in Information Systems, Data Analytics, Business Intelligence, Computer Science or related field.
• Experience working with multi-source data (CRM, marketing tools, sales platforms, ecommerce, ERP).

• 2-5 years working as a Data Analyst, BI Analyst, Insights Analyst, or similar

• Strong experience building dashboards and reports (Power BI, Looker Studio, or similar).
• Hands on experience analysing marketing, sales, or operational data.
• Experience maintaining or improving data accuracy and data hygiene.
• Experience managing or coordinating data flows between systems.
• Strong Excel skills with formulas, lookups, pivot tables, and data cleaning.
• Experience presenting insights to management or decision makers.

• Competitive salary package.
• Opportunities for professional growth and career advancement.
• A supportive and collaborative work environment.
• The chance to contribute to a dynamic and sustainable farming enterprise.

If you possess a drive for excellence, coupled with a strong background in Analytics and a genuine passion for agriculture and/or FMCG, we encourage you to apply. Please forward your resume and a cover letter outlining your qualifications and enthusiasm for the role to:

The Company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.