Analyst, Sr - Trade (Revenue Management/Analytics)

Purpose Statement

The Senior Trade Analyst will assist the Revenue Growth Management (RGM) Center of Excellence, in execution, compliance and resolution around key CBD initiatives and objectives for retailer trade promotions, slotting, and demos, as well as the tools used to manage the business and ensure accuracy in the financial forecast.

Key Accountabilities and Outcomes

Trade Budgeting & Planning

• Shape divisional trade strategy by delivering insights that influence pricing, promotion mix, and customer investment decisions.
• Manage the Consumer Brands Division (CBD) trade, slotting, and demos budgets
• Collaborate with Sales and the COE on the development of annual customer promotional plans.
• Meet with Marketing to align trade and consumer support plans
• Support execution of trade strategy to ensure plans and spending are in line with divisional AOP targets and budgets
• Leverage Category Management and Shopper Insights work to inform and optimize trade strategies
• Analyze key competitors’ trade strategies and communicate to sales management
• Construct sales templates for use during annual Mid-Year Sales and JSM planning meetings
• Lead analytical support for annual Sales Target setting process, ensuring alignment with divisional growth objectives
• Provide forecast to Senior Management on committed trade activity
• Monitor and identify potential overspend issues versus target spend rates and proactively work with Sales and Finance to address, align, and resolve outstanding accrual issues

Analytics & Insights

• Proactively analyze promotional results and ROI.
• Develop and communicate actionable insights on trade performance, trends, and opportunities to sales managers to increase trade investment effectiveness and efficiency and shape our trade policies and strategies
• Identify customers and specific events that deliver the highest ROI on divisional trade dollars, alongside the RGM COE
• Monthly alignment of planned promotions with consumption actuals
• Pull and upload monthly syndicated data to platforms
• Maintain data on Rich’s and competitive promoted price groups (PPGs)

Systems Management

• Maintain TPM accuracy and leverage TPM/TPO platforms to deliver actionable insights to Sales
• Lead promotion effectiveness and efficiency improvement via administration and management of the Blacksmith TPO platform.
• Serve as CBD’s subject matter expert on Blacksmith TPO, being the main touch point for question related with use of the platform, and supporting system upgrades and work flows as necessary
• Train on the custom syndicated data hierarchies and category management module.

Sales Enablement/Cross Functional

• Assist Blacksmith training for Sales Managers and other users to ensure proficiency with the system and trade processes
• Lead monthly Trade review and planning meetings with Region Sales Managers. Identify customers where trade spend is above budget and follow up with team on action plans to resolve.
• Maintain data on Rich’s and competitive promoted price groups (PPGs)

• Support RGM COE in trade program approvals, scorecard updates, post-event and other ad hoc analysis.
• Collaborate with Trade Settlement to provide visibility on accrual balances, liability exceptions, deductions, and aging reports.

Knowledge, Skills, and Experience

• Bachelor’s degree in finance or related Business degree (Accounting, Marketing), MBA preferred.
• Minimum 2-3 years of relevant finance, accounting, trade, or analytics experience
• Financial acumen including proven analytics skills, capable of interpreting and drawing relevant and actionable insights from various data resources and methodologies
• Demonstrated ability organizing and prioritizing work, proven success in meeting multiple deadlines.
• Demonstrated success in applying strong functional knowledge of financial terminology and processes
• Demonstrated strong analytical skills, ability to connect the dots and draw insights from multiple sources of information, proven success in making recommendations
• Demonstrated ability in working collaboratively with Marketing, Sales, Sales Planning & Operations, Finance and customers
• Demonstrated ability influencing at all levels within the organization
• Proficient systems knowledge and experience with syndicated POS and consumer household panel data (Nielsen, Circana), retailer specific scanner data/loyalty card programs, or other proprietary data sources.
• Knowledge of PowerBI or other data visualization platforms, experience synthesizing multiple data sources to create and maintain data visualizations, a plus.
• Customer-facing experience preferred
• Effective verbal and written communication skills, proven success in demonstrating solid presentation skills
• Solid Microsoft Office software proficiency with Advanced proficiency in Excel; experience with Trade systems – preferably Blacksmith or other trade management tool
• Demonstrated ability to work in a fast-paced dynamic environment, with competing priorities
• Travel up to 10% as needed 

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