Trade Planning Analyst - Remote

Overview

This position supports the organization’s trade planning, governance, and reporting. The Trade Planning Analyst plays a key role in enabling trade targets and financial objectives by partnering with field sales and agency partners, including administration of the TPM tool.

Responsibilities

Financial Management

• Partner with field sales and broker teams to align spending with budgeted trade rates and comply with GTM guidelines
• Provide regular reporting and strategic direction to manage trade targets
• Support the Monthly Trade Reporting process with field sales and the finance team
• Lead and manage the TPM tool, ensuring accuracy and proactively addressing risks to budget
• Work cross-functionally with the Pricing-Promotions Manager to identify opportunities to optimize ROIs across customer, channel, and brand strategies

Strategic Planning

• Support the strategic planning process for trade investment using both Top Down and Bottoms Up planning
• Develop annual budgets for trade spending in collaboration with Trade Marketing, Sales, Marketing, and Finance
• Partner with field sales and cross-functional teams (Trade Marketing, Pricing-Promotions Manager, Marketing, and Finance) to uphold trade strategy that maximizes ROI and eliminates unproductive spending
• Manage monthly quarterly trade forecasts in collaboration with Sales and Finance

Requirements

• Bachelor’s Degree required
• 5+ years of experience within a CPG organization; experience in Finance is preferred but not required
• Strong knowledge of Financial and Trade data
• Best-in-class analytical skills
• Strong knowledge of data sources including trade spend reporting
• Project management skills with the ability to prioritize and multitask across multiple complex projects
• Advanced knowledge of Microsoft Excel, PowerPoint, and Word
• Travel requirement: 10% travel

Preferred Qualifications

• Experience in Finance (preferred)

Physical Requirements & Working Conditions

• Extended periods of sitting at a desk and working on a computer
• Regular use of a keyboard and mouse for typing and navigating software
• Viewing a computer screen for prolonged periods
• Ability to manipulate paperwork, including filing, sorting, and organizing
• Moving within the office environment to attend meetings, use office equipment, or interact with colleagues
• Occasional lifting of office supplies or paperwork (up to 20 pounds)
• Speaking and listening with colleagues and clients in person, over the phone, or via video conferencing
• Working in a climate-controlled office environment with moderate noise levels
• Performing repetitive tasks such as data entry or document preparation
• Working under artificial lighting conditions typical of an office environment, which may include fluorescent or LED lighting

Compensation & Benefits

The compensation and benefits details are not provided in the source information.

Location

Location information is not provided in the source information.

Additional Information

• Reasonable accommodations will be provided to allow an employee to perform the essential functions of the job.
• Additional equipment may be required to follow all safety rules and procedures by working safely and ensuring the safety of others.