Analyst Sales Planning

Summary

Analyst Sales Planning - Canada

We are seeking an analyst responsible for supporting sales planning, demand forecasting, trade spending, and trade deduction clearing for a key customer.

• Assist client director with sales planning through creation of demand forecasts using information from sales, POS, and external data.
• Assist customer account managers in developing customer plans/projections and uploading into client systems with the assistance of trade management specialists.
• Investigate forecast accuracy and performance, assess deviations and support re‑forecasting, communicating findings and recommendations to relevant departments.
• Identify market‑related data and competitive intelligence through POS analysis and research.
• Partner with customer account manager and client manager to gain consensus forecast on key SKUs and customers.
• Ensure overall planned volume and trade are aligned with top‑line objectives.
• Identify forecast gaps and inaccuracies and work to close them with recommendations.
• Document customer sales plan assumptions, including risk and offsets, and update forecasts accordingly.
• Resolve issues related to pricing and trade deduction discrepancies with trade management specialists.
• Assist post‑promotion deduction clearing.
• Support client director in identifying impact on future promo plans for forecast updates.
• Provide reporting on volume and trade spend metrics to internal and external stakeholders.
• Perform regular and ad‑hoc analysis to support ongoing planning processes and operational improvements.

• Bachelor’s Degree in Business (Finance/Marketing preferred) or equivalent experience.
• 2 to 5 years of CPG experience.
• Experience in trade marketing, account management, and category management.

• Attention to detail.
• Organized ability to manage large volumes of data.
• Problem‑solving orientation.
• Strong analytical, organizational, decision‑making, written and oral communication skills.
• Strong interpersonal and teamwork skills.
• Responsive and action‑oriented attitude.
• Commitment to excellence.
• Proficient in MS Word, PowerPoint, and Excel.
• Experience with trade management system preferred.

Travel and driving are not essential duties of this job.

The Company is committed to providing equal opportunity in all employment practices without regard to race, color, religion, national origin, age, sex, sexual orientation, disability, or any other protected category.