Analyst, Sales Planning & Trade Forecasting

Wells Enterprises, Inc.; Chicago (IL); On-site; USD 62,000 - 90,000; Full time

Benefits offered by this job

Annual incentive bonus

Comprehensive benefits

Job summary

Wells Enterprises, a Ferrero company, seeks an Analyst in RGM Sales Planning & Forecasting to support annual sales planning and trade optimization. You will work under the Manager, RGM, to analyze performance, validate trade offers, and collaborate with Sales, Demand Planning and Finance on forecasts.

The role emphasizes data quality, dashboards, and continuous process improvement, with strong Excel/Tableau/Power BI skills and a degree in a related field. Chicago-based, with competitive pay.

Qualifications

• Bachelor’s degree required; 2–3 years in finance, analytics, revenue management, category or brand management or similar roles.
• Exposure to pricing, promotions, or financial performance analytics is preferred.
• Strong analytical and data fluency; cross-functional collaboration and communication.

Responsibilities

• Support annual planning by inputting and validating assortment, promotional, and trade assumptions.
• Validate trade offers for accuracy of items, timing, pricing, and funding.
• Collaborate on sales forecasts by reviewing base and promotional forecasts and resolving discrepancies.
• Own data quality across planning and trade systems; develop data quality checks, dashboards and exception reporting.
• Analyze business performance and trends using shipment, consumption, and syndicated data.
• Support cross-functional processes with Sales, Demand Planning, Finance and Trade teams.
• Contribute to process improvement by supporting tools, templates, and documentation.

Skills

Analytical skills

Data fluency

Cross-functional collaboration

Communication

Advanced Excel

Tableau

Power BI

Forecasting systems

Process improvement

Data governance

Education

Bachelor's degree in business, economics, marketing, statistics, finance or related field

Tools

Tableau

Power BI

Job description

Job Description

Company: Wells Enterprises (a Ferrero Company)

Functional Area: Revenue Growth Management

The Role

The Analyst, RGM, Sales Planning & Forecasting, will be responsible for supporting Revenue Growth Management team through sales planning and sales forecasting activities. Working under the guidance of the Manager, RGM, Sales Planning & Forecasting, this role focuses on annual sales planning efforts to ensure trade offer efficiency and accuracy. Analyze business performance and drive trade efficiency for Wells brands.

What You’ll Do

• Support annual planning development by inputting and validating assortment, promotional, and trade assumptions.
• Trade offers validation, ensuring accuracy of items, timing, pricing, and funding.
• Collaborate on sales forecasts with Sales team by reviewing base and promotional forecasts and resolve discrepancies.
• Own data quality across planning and trade systems. Develop and maintain data quality checks and audit routines. Develop validation rules, dashboards, and exception reporting.
• Analyze business performance and trends using shipment, consumption, and syndicated data.
• Support cross-functional processes by collaborating with Sales, Demand Planning, Finance, and Trade teams.
• Contribute to process improvement initiatives by supporting tools, templates, and documentation development.
• Lead continuous improvement initiatives to standardize processes and reduce errors.
• Effectively communicate insights on risks, trade effectiveness, and gaps vs plan to Business Development Managers.

Qualifications

What You’ll Bring

• Bachelor’s degree in business, Economics, Marketing, Statistics, Finance, or a related field.
• 2-3 years of experience in finance, analytics, revenue management, category management, brand management or a similar role. Exposure to pricing, promotions, or financial performance analytics is preferred.
• Strong analytical and data fluency.
• Cross-functional collaboration and communication.
• Advanced Excel and Tableau/PBI skills.
• Understanding of forecast, trade, and planning systems.
• Process improvement and data governance mindset.
• Consumer Packaged Goods (CPG) experience is preferred.
• Detail-oriented with strong problem-solving abilities. Ability to work independently while managing multiple priorities. Collaborative mindset and a proactive approach to challenges.
• Proficiency in Nielsen / IRI data preferred.

The base pay range for this position is $62,000 to $90,000 annually. Actual compensation will be determined based on experience, qualifications, and other job-related factors permitted by law. This pay range represents the anticipated salary for this position at this time.

Wells Enterprises is an EEO/AA employer M/F/Vet/Dis

About Us

Wells Enterprises, a Ferrero company, is one of the largest ice cream manufacturers in the United States and the maker of well-loved brands including Blue Bunny, Halo Top, Bomb Pop, and Blue Ribbon Classics and today Trolli, Butterfinger 100grand, Baby Ruth, Nutella and Kinder Bueno.

Wells Enterprises is a $2 billion company employing 4,000 employees, across four production plants and two main hub locations, Chicago and Le Mars. Guided by innovation, quality, and a people-first mindset, Wells is committed to delighting consumers and developing exceptional teams.

As part of the Ferrero Group, Wells combines its strong U.S. heritage with Ferrero’s global standards of excellence, offering a unique opportunity to grow within a dynamic, values-driven, and international environment.

At Wells, our people—and their experience—sit at the heart of our ambition. Learn more at www.wellsenterprisesinc.com.

What We Offer

At Wells, we’re proud to support our employees with comprehensive benefits that enhance health, financial wellness, and include paid time off (PTO). Eligible employees may also receive an annual incentive bonus based on Company performance. Learn more about our benefits here.