Trade Planning Analyst

Hometown Food Company; Chicago (IL); On-site; USD 70,000 - 95,000; Full time

Job summary

Hometown Food Company in Chicago, IL is seeking a Finance Analyst to support trade promotion and pricing activities for the sales team. This role collaborates with the Director of Revenue Management & Sales Planning to assist with RGM strategies and to work closely with Sales for execution.

The ideal candidate will develop financial models, ensure ERP accuracy for TPM expenditures, and help forecast the upcoming fiscal year while coordinating with finance for accruals and pricing maintenance.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Advanced analytical/technical abilities.
• Excellent communication skills, especially with external broker teams.
• Excellent time management and ability to multi-task and prioritize.
• Attention to detail and problem-solving skills.
• Excellent English language skills, both written and verbal.

Responsibilities

• Capture trade spend funds and projected shipments in ERP for invoice accuracy via TPM tool.
• Develop, implement, and maintain financial models for annual budget and forecasting.
• Coordinate with finance for accruals for promotions.
• Manage external broker analysts and train on systems and TPM processes.
• Track KPI’s for deduction processing and promotion entry efficiency.
• Support Deduction Management and A/P processes for Sales.
• Maintain and communicate customer price lists with Sales and Marketing.
• Analyze Trade and Pricing strategies to optimize plans for customers and consumers.
• Assist with special projects and support Customer Service with trade pricing maintenance.

Skills

Analytical skills

Communication skills

Time management

Attention to detail

English proficiency

Education

Bachelor's degree in Finance/Accounting

Job description

Location: Chicago, IL (in office 5 days a week)

Position Overview:

The position will support a variety of trade promotion and pricing activities for the sales team. This position will work closely with the Director of Revenue Management & Sales Planning to assist with RGM strategies and collaborate closely with Sales for execution.

Job Responsibilities:

• Ensure all expected trade spend funds as well as projected case shipments are captured in our Enterprise Resource Planning (ERP) system to ensure invoice accuracy via our TPM (Trade Promotion Management) tool
• Develop, implement, and maintain financial models to facilitate the annual budget and forecasting process, particularly in preparation for the upcoming fiscal year
• Work closely with finance to ensure adequate accruals for promotion activities
• Manage external broker analysts by training on systems and trade promotion processes
• Track sales team KPI’s for efficiency of deduction processing and promotion entry and maintenance
• Support Deduction Management and A/P processes on behalf of Sales Team
• Maintain and communicate customer price lists with the sales and marketing teams
• Analyze Trade and Pricing strategies to ensure HFC plans are optimized for our customers and consumers
• Perform review and analysis of special projects and keep management properly informed Support Customer Service with Trade related pricing maintenance

Required:

• Bachelor’s Degree in Finance, Accounting, or related degree
• Advanced analytical / technical abilities
• Excellent communication skills, especially with regards to communication with external broker teams
• Excellent time management skills and ability to multi-task and prioritize work
• Attention to detail and problem-solving skills
• Excellent English language skills, both written and verbal

Preferred:

• 2+ years experience in revenue management or related finance / accounting role (CPG experience preferred)
• Understanding of third party and internal data, particularly with trade management systems and external consumption platforms (IRI, Nielsen, etc.)
• Working knowledge of retail merchandising and in-store execution tactics