Trade and Brand Finance Analyst

This is a newly created position to drive accountability in trade promotional activity by building and

streamlining data in a structure needed to analyze promotions and trade spend. This position will be

responsible for analyzing all sales, marketing and trade promotion to empower the entire team to be

more productive and close the loop on planning, executing and analyzing trade promotional spend.

ROLE ACCOUNTABILITY:

• Become subject matter expert in trade promotion system
• Analyze and manage our trade promotion spend (discounts and allowances)
• Timely and accurate entry and maintenance of trade promotions and volume forecast
• Maintain a strong control environment with accurate trade accruals, valid volume forecasts, and
• verified contract/promotion approvals
• Review event projections, actualizations, ROI, event resolution and evaluation of deduction
• balances and collaborate with sales to ensure that the planned volumes and spends are
• accurately represented in the system
• Participate in planning sessions with sales teams to provide insights into trade and promotional
• efficiencies
• Manage promotional activity in trade promotion system including approving deals submitted by
• Sales team
• Work closely with field sales to pre-event planning and post event actualization/reconciliation
• Collect, input, evaluate and report data in order to increase sales productivity
• Assist sales managers in developing and reviewing volume and trade spend trends
• Strive to improve volume and trade promotions forecasts and annual operating plan
• Create and analyze monthly, quarterly, and annual reports, as well as ensure all trade spend and
• deduction information is recorded accurately
• Create and maintain Power BI and Excel reports for sales and trade teams for quick access to
• relevant dashboards and spending estimates
• Instrumental in developing standardized tools, methodologies and business processes aimed at
• improving trade promotion efficiencies to meet current and future business needs
• Work with IT to implement system enhancements and other sales reporting tools
• Compile monthly trade review data for team and present/send out to field sales/management

Benefits

• 4% 401k match
• Medical, Dental and Vision insurance
• Company paid Short Term and Long Term Disability
• 100% company-paid life insurance
• Paid holidays
• PTO
• Fitness reimbursement
• Employee discounts on pet food and treats and Pet Insurance

• Bachelor’s degree in finance, Accounting or related field preferred; or 3-5 years business related
• experience, preferably in CPG industry
• Strong written and verbal communication skills, ability to convey complex information to broad
• audience
• Ability to solve problems, think logically to develop solutions and provide insight
• Sharp attention to detail and Intense sense of urgency
• Ability to capture and document business and reporting requirements from multiple sources
• Ability to coordinate and manage simultaneous data analysis requests of varying size and scope
• Excellent organizational skills with ability to prioritize work and meet deadlines
• Demonstrated knowledge of trade promotion tools (Promomash) and MS Office (Excel, Word,
• BI, and PowerPoint)