Sales 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

A Little About Us

Oats Overnight is on a mission to build a generational CPG brand. Since 2016, our high-protein, drinkable oatmeal has reached over a million customers through direct-to-consumer, and we're now scaling with all major nationwide retail and club partners. Our goal: become a household brand by leveraging speed, storytelling, and strategy.

A Little About Us

Oats Overnight is on a mission to build a generational CPG brand. Since 2016, our high-protein, drinkable oatmeal has reached over a million customers through direct-to-consumer, and we're now scaling with all major nationwide retail and club partners. Our goal: become a household brand by leveraging speed, storytelling, and strategy.

We are vertically integrated: we develop, manufacture, and fulfill everything in-house. This operational control allows us to engage customers directly into the R&D process, an initiative where we were first-to-market in CPG. It also makes our brand tangible and real: our factory, our team, and our product pipeline are all part of the narrative.

This is an exciting stage, we are emerging as a significant omni-channel brand and launching new products to capture significant market share across verticals. We want you to help us get there.

Every teammate here has equity because we're building something big, and everyone plays an important role. If you're excited about building a brand that does things differently, this is that opportunity.

What's The Job

The Sales Planning Analyst is the primary finance point of contact for the Sales team on volume and spend forecasting. This role partners closely with Sales, Operations, and Demand Planning to build accurate, confidence weighted forecasts, manage trade promotion investments, and ensure trade data integrity across our systems. You'll evaluate promotion performance, help the team reinvest in what works, and support customer planning and negotiation prep across our retail and club partners.

What You'll Be Doing, Stop Scanning and Read This Part

• Serve as the primary finance point of contact for the Sales team regarding volume and spend forecasting.
• Collaborate with Operations and Demand Planning to develop accurate volume forecasts, proactively identifying risks and opportunities.
• Ensure sales volume and spend data are accurately reflected in confidence weighted financial forecasts.
• Optimize the utilization and data accuracy of the Trade Promotion Management (TPM) tool.
• Partner with sales operations to manage gross to net mechanics, including deductions and disputes, while enhancing trade forecasting processes.
• Develop and maintain sales volume and spend dashboards to monitor performance against financial targets.
• Evaluate the ROI of trade promotions and provide strategic insights to inform investment decisions.
• Improve trade spend efficiency by analyzing low return promotions and collaborating with sales to reinvest in higher performing opportunities.
• Partner with Sales and Account teams to support customer planning, joint business plans, and negotiation preparation.
• Other duties as assigned

What You've Done And Who You Are

• 2+ years of experience in trade planning, trade forecasting, or sales and revenue management, ideally within CPG, food and beverage, or a comparable consumer products environment.
• Bachelor's degree in Finance, Accounting, Business, or a related field preferred.
• Direct experience with retail and/or club channel customers (e.g., Costco, Sam's Club, Walmart, Target) and a working understanding of trade dynamics, customer negotiations, and promotional structures.
• Familiarity with trade or RGM platforms and syndicated data (e.g., Confido, SPINS, Circana/Nielsen).
• Someone that can partner and influence at all different levels.
• Ability to handle multiple priorities and navigate in a fast moving environment.
• A relentless drive to get things done.
• Flexible, willing, and quick to learn new processes, new technology, and new ways of thinking.

Why You Might Like Working Here

• This is going to be fun.
• Casual, friendly culture. We're serious about what we do but we don't take ourselves too seriously.
• Every employee has equity
• High growth potential with opportunities to expand
• Free oatmeal. It's very good.

Why You Might Not Like Working Here

• It's not a cushy job, the bar is high
• We are growing quickly, and have a fast-paced work environment.

Our Core Values

• Ownership - We are all owners. We show up with passion and accountability in everything we do. If something's broken, fix it or call it out.
• Rational - How we decide matters. We focus on what we can control and make high-quality decisions repeatedly.
• Iterative - We challenge the status quo and improve constantly. When data or situations change, we adapt.
• Curiosity - We ask questions, even when it's uncomfortable. Learning and leading go hand in hand.

Physical Demands

• Prolonged periods sitting at a desk and working on a computer.
• You must be able to safely and successfully perform the essential job functions consistent with the ADA, FMLA, and other federal, state, and local standards.
• You must be able to maintain regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards.

The Perks

• Full Benefits; Medical, Dental, Vision and 401k
• Parental Leave
• 4 Weeks of paid time off
• Weekly Pay
• Stock options, every employee is an owner
• Free, delicious oatmeal

We value people who roll up their sleeves and support their fellow team members. We embrace diversity and encourage equal opportunity every chance we get, and we look forward to learning from people whose backgrounds, skills, and perspectives challenge and enrich our own. Oats Overnight provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws. Oats Overnight complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.