Note: The job is a remote job and is open to candidates in USA. Oats Overnight is a growing consumer packaged goods brand that develops, manufactures, and fulfills drinkable oatmeal products. The Sales Planning Analyst serves as the primary finance partner to Sales, developing volume and spend forecasts, managing trade promotion investments and data integrity, evaluating promotion performance, and supporting customer planning and negotiations.
Responsibilities
- 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
Skills
- 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
- 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
- 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
- Bachelor's degree in Finance, Accounting, Business, or a related field preferred
Benefits
- Every employee has equity
- High growth potential with opportunities to expand
- Free oatmeal
- 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
Company Overview