Trade Fund Analyst

Insight Global; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading employment services company in Toronto is seeking a Trade Promotions Manager to oversee the management of trade promotions in the Consumer Packaged Goods sector. The role requires advanced Excel skills and experience with reporting tools. Candidates should have strong communication skills and a commitment to a diverse and inclusive work environment. This full-time position offers the opportunity to work collaboratively across various departments.

Qualifications

• 1 year of post-graduate experience in related fields.
• Familiarity with trade promotions in CPG.
• Ability to generate KPI reports and analyze trends.

Responsibilities

• Maintain and enter approved deal sheets into Exceedra.
• Collaborate to resolve disputes on deductions.
• Generate weekly KPI reports and monthly summaries.
• Communicate with various cross-functional teams.

Skills

Trade fund management

Advanced Excel skills

Strong communication

Problem-solving abilities

Education

Bachelor’s degree

Tools

Telus MEI

Exceedra

Power Query

Tableau

Job description

Overview

This position focuses on managing trade promotions and deductions within the CPG (Consumer Packaged Goods) space, using tools like Telus MEI and Exceedra. The role involves a mix of data entry, reporting, investigation, and cross-functional communication.

Key Responsibilities

• Trade Promotion Management: Maintain and enter approved deal sheets into Exceedra. Open/close promotions and ensure alignment with MEI tool records. Investigate mismatches between promotions and deductions.
• Deduction Resolution: Collaborate with sales, key account managers, brokers (TLS and ASM), and internal teams to resolve disputes. Identify and clear invalid deductions.
• Reporting & Analysis: Generate weekly KPI reports and monthly summaries. Use MEI and Exceedra for filtering and reporting. Analyze mismatching rates and deduction trends.
• Cross-Functional Collaboration: Work with accounting, finance, operations, supply chain, and retail teams. Communicate clearly and contextually—no assumptions.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Qualifications

• Bachelor’s degree with 1 year of post-graduate experience.
• Knowledge of trade fund management and CPG promotions.
• Advanced Excel skills (VLOOKUPs, SUMIFs, Pivot Tables).
• Familiarity with reporting tools like Power Query and Tableau.
• Strong communication and problem-solving abilities. Additional experience with Telus MEI/Exceedra.