Trade Planning Analyst

Who You Are:

You are a data-hungry strategic thinker who thrives on the power of insight in the world of trade and promotion planning. You are relentlessly analytical and detail-obsessed, energized by turning messy numbers into clear, actionable insights. You build easy partnerships across Sales and Finance, know your way around trade planning and TPM systems, and bring an entrepreneurial, endlessly curious mindset to everything you touch.

Above all, you care deeply about clean, healthy food and want your work to raise the standard of childhood nutrition.

Reporting to the Director of Trade Strategy & Optimization, the Trade Planning Analyst is an analytical engine behind our Sales team. You will support the accuracy and optimization of our trade management process, turning trade analysis into decisions that move the business forward. By making sure every trade dollar is accurately reflected, tracked, and reported, you will directly fuel Once Upon a Farm’s profitable, purpose-driven growth.

• Facilitate accurate reflection of promotional plans within the company’s TPM system (Exceedra)
• Safeguard the accuracy and integrity of promotional, customer, and financial data within the TPM system, proactively identifying and resolving discrepancies
• Support trade forecasting, reporting, and accrual processes through accurate system administration.
• Partner with Sales and Finance teams to maintain timely and accurate promotional information.

• Partner closely with the Sales team to evaluate and optimize trade plans within authorized spending across their retailer portfolios
• Analyze promotional performance at the brand and PPG level, surfacing actionable insights that maximize the effectiveness of trade investment
• Deliver monthly reporting on Trade KPIs and Trade Calendars for key stakeholders across all levels of the organization

• Execute trade-related SOX controls, including ongoing control reviews and data validations within the TPM system, to ensure compliance with company policies and financial controls
• Coordinate and support internal and external audits of trade spending and promotional investments
• Identify and implement process improvements that strengthen governance and reduce operational risk
• Partner with the Deductions team to ensure retailer deductions are accurately applied to promotional plans within the TPM system

• Bachelor's Degree, or equivalent years of professional experience, required
• 4+ years of professional experience in retail sales & in a role conducting analysis, P&L Management, sales reporting, and planning required

• Deep understanding of CPG-related trade spend management
• Experience with TPM required
• Experience working cross-functionally between Sales, Audit, Accounting, Finance
• Advanced knowledge of Microsoft Suite, Outlook, Slack, and other professional platforms
• Extremely analytical and superior attention to detail
• Self-starter with the ability to collaborate in a team-oriented environment and the ability to adapt to evolving priorities and business needs
• Ability to communicate complex ideas clearly and concisely; strong presentation skills
• Genuinely passionate about improving childhood nutrition for a healthier and happier planet
• Desire to contribute to a dynamic high-growth, purpose-driven work environment
• Demonstrated ability to thrive in ambiguity, deeply understand business needs, develop a cohesive strategy and make decisions requiring a high level of judgment
• Up to 10% travel required:
  Although this role is a remote work-from-home position, we “Farmers” do meet as a company and/or as a department a few times a year. Anticipate possible travel up to a few times each quarter
• Previous exposure to cross-functional work between Sustainability and Sales preferred
• Must reside in the United States to be considered for this position
• Please note that visa sponsorship is not available for this position

• Full-Time, Salaried, Exempt
• The anticipated salary range for this position is $90,000.00 to $. The actual salary offer will…