Sales Planning Analyst

About the role

The Sales Planning Analyst serves as the primary finance point of contact for the Sales team on volume and spend forecasting. This role collaborates with Operations and Demand Planning to develop accurate volume forecasts, proactively identifying risks and opportunities. They ensure sales volume and spend data are accurately reflected in confidence weighted financial forecasts. They optimize the utilization and data accuracy of the Trade Promotion Management (TPM) tool, partner with sales operations to manage gross to net mechanics, enhance trade forecasting processes, develop and maintain sales volume and spend dashboards, evaluate the ROI of trade promotions, and provide strategic insights to inform investment decisions. They also improve trade spend efficiency by analyzing low return promotions and collaborating with sales to reinvest in higher performing opportunities. They partner with Sales and Account teams to support customer planning, joint business plans, and negotiation preparation.

Responsibilities

• Serve as the primary finance point of contact for the Sales team regarding volume and spend forecasting.
• Collaborate with Operations and Demand Planning to develop accurate volume forecasts, proactively identifying risks and opportunities.
• Ensure sales volume and spend data are accurately reflected in confidence weighted financial forecasts.
• Optimize the utilization and data accuracy of the Trade Promotion Management (TPM) tool.
• Persistently manage gross to net mechanics, including deductions and disputes, while enhancing trade forecasting processes.
• Develop and maintain sales volume and spend dashboards to monitor performance against financial targets.
• Evaluate the ROI of trade promotions and provide strategic insights to inform investment decisions.
• Improve trade spend efficiency by analyzing low return promotions and collaborating with sales to reinvest in higher performing opportunities.
• Partner with Sales and Account teams to support customer planning, joint business plans, and negotiation preparation.

Requirements

• 2+ years of experience in trade planning, trade forecasting, or sales and revenue management, ideally within CPG, food and beverage, or a comparable consumer products environment.
• Bachelor's degree in Finance, Accounting, Business, or a related field preferred.
• Direct experience with retail and/or club channel customers (e.g., Costco, Sam's Club, Walmart, Target) and a working understanding of trade dynamics, customer negotiations, and promotional structures.
• Familiarity with trade or RGM platforms and syndicated data (e.g., Confido, SPINS, Circana/Nielsen).

Qualifications

• Someone that can partner and influence at all different levels.
• Able to handle multiple priorities and navigate in a fast moving environment.
• A relentless drive to get things done.
• Flexible, willing, and quick to learn new processes, new technology, and new ways of thinking.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and collaboration abilities.
• Proficiency in Microsoft Office, particularly Excel.
• Experience with trade planning software and tools.

Benefits

• Full benefits package including medical, dental, vision, and 401(k).
• 4 weeks of paid time off.
• Weekly pay.
• Stock options, every employee is an owner.
• Free, delicious oatmeal.

Pay

Compensation is commensurate with experience.

Schedule

Full-time position.