Minimum: USD $18.46/Hr.
Maximum: USD $23.08/Hr.
Market Type: Hybrid
Senior Business Financial Administrator
The Trade Planning Analyst supports the development, execution, and analysis of customer trade strategies to drive profitable growth. This role partners closely with Sales, Finance, Broker Agency partners, and Analytics to support customer business plans, monitor trade spend, and deliver actionable insights. The Trade Analyst serves as a key contributor to trade planning processes, system execution, and performance reporting while continuing to build expertise in trade management and CPG commercial practices.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Strategic Trade Planning & Business Support
- Support the analysis of customer sales and business plans to identify opportunities, risks, and gaps
- Quantify financial and volume impacts of trade strategies and proposed changes
- Partner with cross?functional teams (Sales, Finance, Demand Planning, Analytics) to develop recommendations
- Prepare analysis and materials for discussions with Sales Managers and Directors
- Implement approved changes to customer business plans within the Trade Management System
- Clearly communicate updates, assumptions, and implications to downstream teams
- Coordinate execution across customer teams as directed
Trade Promotion Management & Systems Execution
- Support day?to?day execution of trade planning and promotion management within the Trade Promotion Management (TPM) system
- Assist in managing Broker Agency Financial Managers' inputs to ensure accuracy and timeliness
- Maintain trade plans, promotional events, and system data in alignment with governance standards
- Support training efforts for Field Sales and Broker Agency partners on trade processes and tools
- Provide feedback and support on system enhancements and process improvements
Promotional, Pricing & Customer Analytics
- Analyze and report on customer pricing, promotional, and merchandising strategies
- Assist in evaluating promotion effectiveness through post?promotion analysis
- Develop working knowledge of customer promotion policies, tendencies, and constraints
- Support competitive analysis and customer review preparation
- Apply customer segmentation and profitability concepts (e.g., PNOC) to support trade decision?making
Trade Spend, Budget & Financial Controls
- Support customer?level trade budget tracking and monitoring
- Prepare and review reports and scorecards to identify variances and potential risks
- Assist with the trade and slotting exception process, following established guidelines
- Coordinate with Finance and Customer Support on deductions tracking and resolution
- Support reconciliation of customer order pricing and approved offers in partnership with Demand Planning and Customer Support
Annual & In?Year Planning Support
- Support annual, mid?year, and in?year trade planning activities with Field Sales and Broker Agency partners
- Assist in maintaining customer business plans aligned to strategic planning rates
- Incorporate insights from post?promotion analysis into future trade recommendations
- Contribute to the development and maintenance of customer planning templates and tools
EDUCATION and/or EXPERIENCE
Bachelors Degree (B.A.) and a minimum of three to five years related experience
LANGUAGE SKILLS
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to create/write reports, business correspondence, and procedure manuals. Possess the technical ability to efficiently present information and to respond to questions from groups of Managers, clients, customers and the general public.
OTHER SKILLS AND ABILITIES
Fluency in Excel, PowerPoint, and MS Word skills are required
Excellent oral and written communication skills
Strong interpersonal skills with a proven ability to work in a team environment
Strong organizational skills
Working knowledge of Syndicated Date (Circana/IRI or Nielsen)
Available for travel 20-30% of the time
REASONING ABILITY
Must possess the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Also need to maintain the ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Job Will Remain Open Until Filled