Equity-Focused Sales & Trade Planning Analyst

Oats Overnight; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Full Benefits; Medical, Dental, Vision

Parental Leave

4 Weeks of paid time off

Weekly Pay

Stock options

Free oatmeal

Job summary

Oats Overnight is hiring a Sales Planning Analyst to be the primary finance contact for the Sales team, forecasting volume and spend across major retail and club partners. You will partner with Sales, Operations, and Demand Planning to maintain data integrity, optimize TPM, and guide investment decisions.

You will also analyze promotions, support customer planning, and build dashboards to track performance against financial targets. A fast-paced environment with equity for teammates awaits.

Qualifications

• 2+ years in trade planning, trade forecasting, or sales/revenue management in CPG or similar.
• Bachelor’s degree preferred in Finance/Accounting/Business or related field.
• Experience with retail and club customers and trade dynamics.
• Familiarity with trade platforms and syndicated data.

Responsibilities

• Forecast volume and spend for Sales; align with Ops and Demand Planning.
• Manage TPM tool data accuracy and trade promotion ROI analysis.
• Support customer planning, joint business plans, and negotiations.
• Develop dashboards to monitor sales performance against targets.
• Identify risks/opps and reinvest in higher performing promotions.

Skills

Trade planning

Forecasting

Analytics

Cross-functional collaboration

Prioritization

Education

Bachelor's degree in Finance, Accounting, Business, or related field

Tools

Retail trade platforms

Syndicated data (Confido, SPINS, Circana/Nielsen)

Job description

Oats Overnight is hiring a Sales Planning Analyst to be the primary finance contact for the Sales team, forecasting volume and spend across major retail and club partners. You will partner with Sales, Operations, and Demand Planning to maintain data integrity, optimize TPM, and guide investment decisions.

You will also analyze promotions, support customer planning, and build dashboards to track performance against financial targets. A fast-paced environment with equity for teammates awaits.