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.
 
The Task At Hand:
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.
 
In This Role, You Will:  
Trade Promotion Management (TPM) System
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.
Trade Analytics & Reporting
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
Trade Compliance & Deductions Overs...