Trade Planning Analyst
Hybrid · Bedford, New Hampshire, United States
Job Summary
Trade Planning Analyst drives profitable volume and revenue growth across Tier 2 and Tier 3 grocery accounts using Revenue Growth Management (RGM) to optimize trade promotion spend, ROI, and data-driven decisions. Leads trade planning, customer forecasting, and post-promotion performance analysis; collaborates with Sales, Finance, and RGM to turn data insights into actionable business strategies; develops promotional trade plans, and evaluates pricing and promotional scenarios using tools like Circana PTA; monitors ROI and profitability and delivers high-quality ad hoc analyses and reports to stakeholders across Sales, Finance, and Demand Planning. Also partners to support line reviews, Joint Business Planning (JBP), and routine performance reviews.
Required Qualifications
- Bachelor’s degree in Business, Finance, or related analytical field is required
- 1+ years of experience in data analytics, business development, category management, Revenue Growth Management (RGM), or corporate finance is preferred
- Intermediate to advanced proficiency in Microsoft Excel is required
- Experience with syndicated data platforms or similar analytical packages is required; specific knowledge of Circana, Nielsen, or proprietary Customer Data Portals is a strong plus
- Familiarity with PowerPoint, Python, and Power BI to enhance reporting and data visualization is preferred
- Analyze complex data and business situations, accurately identifying root causes, trends, and key drivers to support effective, data-driven decisions
- Transmit and receive information clearly, communicating effectively across diverse stakeholder groups while demonstrating tact, diplomacy, and the ability to adjust communication style and tone
- Develop and execute customer plans that align strictly with corporate growth and profitability objectives
- Maintain a strong understanding of market dynamics and competitive activity to help inform commercial strategy
- Analyze commercial sales data to independently generate actionable insights and identify new business opportunities
- Produce, interpret, and maintain routine and ad hoc reports to monitor overall performance and guide business decisions
- Apply structured, critical thinking to identify operational or financial inefficiencies and implement effective solutions
- Effectively prioritize tasks, manage competing deadlines, and optimize time and resources
- Partner seamlessly across internal departments and cross-functional teams to achieve shared organizational goals
- Adapt quickly to shifting business priorities, market dynamics, and changing customer needs within a fast-paced environment
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