Trade Planning Analyst

Eagle Family Foods; United States; On-site; USD 85,000 - 125,000; Full time

Job summary

Eagle Family Foods is seeking a Trade Planning Analyst to support trade planning, governance, and reporting across the organization.

The role focuses on aligning field sales, agency partners, and cross-functional teams with budgeted trade rates, driving ROI, and delivering actionable insights to grow revenue.

Responsibilities include managing the TPM tool, preparing monthly trade forecasts, and collaborating with Finance, Marketing, and Sales to optimize spend and meet financial targets.

Qualifications

• Bachelor’s Degree required.
• 5+ years experience within a CPG organization.
• Strong knowledge of Financial and Trade data.
• Best in class analytical skills.
• Strong knowledge of data sources that include trade spend reporting.
• Project management skills and ability to prioritize and multitask against several complex projects at a time.
• Advanced knowledge of Microsoft Excel, PowerPoint, and Word.
• Travel Requirement: 10% Travel.

Responsibilities

• Partner with field sales and broker team to align spending within budgeted trade rates and comply with GTM guidelines.
• Provide support in regular reporting and strategic direction to manage trade targets.
• Support Monthly Trade Reporting process with field sales and finance team.
• Lead and manage the TPM tool, ensuring accuracy and proactively actioning against risks to budget.
• Work cross functionally with Pricing-Promotions Manager to optimize ROIs within our customer, channel and brands strategies.
• Develop Annual budgets for trade spending in collaboration with Trade Marketing, Sales, Marketing, and Finance Department.
• Partner with field sales and cross-functional teams to uphold trade strategy that maximizes ROI and eliminates unproductive spending.
• Manage the monthly quarterly trade forecasts in collaboration with sales and finance.

Skills

Analytical skills

Data sources knowledge

Excel

PowerPoint

Word

Education

Bachelor’s Degree

Tools

TPM tool

Job description

The Trade Planning Analyst will play an integral role in supporting our trade planning, governance, and reporting for the organization. This position heavily supports field sales and agency partners with administration of the TPM tool and to achieve trade targets and financial objectives.

Essential Functions

• Partner with field sales and broker team to align spending withing budgeted trade rates and comply with GTM guidelines
• Provide support in ways of regular reporting and strategic direction to manage trade targets
• Support Monthly Trade Reporting process with field sales and finance team
• Lead and manage the TPM tool, ensuring accuracy and proactively actioning against risks to budget
• Work cross functionally with Pricing-Promotions Manager to identify opportunities to optimize ROIs within our customer, channel and brands strategies.

Strategic Planning

• Support strategic planning process for Eagle’s trade investment for both Top Down and Bottoms Up Planning
• Develop Annual budgets for trade spending in collaboration with Trade Marketing, Sales, Marketing, and Finance Department
• Partner with field sales and cross-functional teams (Trade Marketing, Pricing-Promotion Manager, Marketing, and Finance) to uphold trade strategy that maximizes ROI and eliminates unproductive spending.
• Manage the monthly quarterly trade forecasts in collaboration with sales and finance
• Strong analytics mindset, ability to work in details, while also turning data into insights
• Self-starter with the ability to understand business fundamentals from an opportunity or challenge perspective, then convert that insight to sustainable strategies and action plans for growth

Minimum Qualifications and Experience

• Bachelor’s Degree required
• 5+ years experience within a CPG organization, experience in Finance is preferred but not required
• Strong knowledge of Financial and Trade data
• Best in class analytical skills
• Strong knowledge of data sources that include trade spend reporting
• Project management skills and ability to prioritize and multitask against several complex projects at a time
• Advanced knowledge of Microsoft Excel, PowerPoint, and Word
• Travel Requirement: 10% Travel

Physical Requirements & Working Conditions

• Extended periods of sitting at a desk and working on a computer.
• Regular use of a keyboard and mouse for typing and navigating software.
• Viewing a computer screen for prolonged periods.
• Ability to manipulate paperwork, including filing, sorting, and organizing.
• Moving within the office environment to attend meetings, use office equipment, or interact with colleagues.
• Occasional lifting of office supplies or paperwork (up to 20 pounds).
• Speaking and listening to colleagues and clients in person, over the phone, or via video conferencing.
• Working in a climate-controlled office environment with moderate noise levels.
• Performing repetitive tasks such as data entry or document preparation.
• Working under artificial lighting conditions typical of an office environment, which may include fluorescent or LED lighting.

Additional Information

Eagle Foods will provide reasonable accommodations to allow an employee to perform the essential functions of the job.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing tasks and responsibilities of the job.

Additional equipment may be required to follow all safety rules and procedures by working safely and ensuring the safety of others.

Additional equipment may be required to follow all safety rules and procedures by working safely and ensuring the safety of others.