Trade Planning Analyst

About this role

Who You Are:

You are a data-hungry strategic thinker who thrives on the power of insight in the world of trade and promotion planning. You are relentlessly analytical and detail-obsessed, energized by turning messy numbers into clear, actionable insights. You build easy partnerships across Sales and Finance, know your way around trade planning and TPM systems, and bring an entrepreneurial, endlessly curious mindset to everything you touch. Above all, you care deeply about clean, healthy food and want your work to raise the standard of childhood nutrition.

The Task At Hand:

Reporting to the Director of Trade Strategy & Optimization, the Trade Planning Analyst is an analytical engine behind our Sales team. You will support the accuracy and optimization of our trade management process, turning trade analysis into decisions that move the business forward. By making sure every trade dollar is accurately reflected, tracked, and reported, you will directly fuel Once Upon a Farm’s profitable, purpose-driven growth.

In This Role, You Will:

Trade Promotion Management (TPM) System

Facilitate accurate reflection of promotional plans within the company’s TPM system (Exceedra)

Safeguard the accuracy and integrity of promotional, customer, and financial data within the TPM system, proactively identifying and resolving discrepancies

Support trade forecasting, reporting, and accrual processes through accurate system administration.

Partner with Sales and Finance teams to maintain timely and accurate promotional information.

Trade Analytics & Reporting

Partner closely with the Sales team to evaluate and optimize trade plans within authorized spending across their retailer portfolios

Analyze promotional performance at the brand and PPG level, surfacing actionable insights that maximize the effectiveness of trade investment

Deliver monthly reporting on Trade KPIs and Trade Calendars for key stakeholders across all levels of the organization

Trade Compliance & Deductions Oversight

Execute trade-related SOX controls, including ongoing control reviews and data validations within the TPM system, to ensure compliance with company policies and financial controls

Coordinate and support internal and external audits of trade spending and promotional investments

Identify and implement process improvements that strengthen governance and reduce operational risk

Partner with the Deductions team to ensure retailer deductions are accurately applied to promotional plans within the TPM system

In This Role, You’ll Bring With You:

Bachelor's Degree, or equivalent years of professional experience, required

4+ years of professional experience in retail sales & in a role conducting analysis, P&L Management, sales reporting, and planning required

Deep understanding of CPG-related trade spend management

Experience with TPM required

Experience working cross-functionally between Sales, Audit, Accounting, Finance

Advanced knowledge of Microsoft Suite, Outlook, Slack, and other professional platforms

Extremely analytical and superior attention to detail

Self-starter with the ability to collaborate in a team-oriented environment and the ability to adapt to evolving priorities and business needs

Ability to communicate complex ideas clearly and concisely; strong presentation skills

Genuinely passionate about improving childhood nutrition for a healthier and happier planet

Desire to contribute to a dynamic high-growth, purpose-driven work environment

Demonstrated ability to thrive in ambiguity, deeply understand business needs, develop a cohesive strategy and make decisions requiring a high level of judgment

Up to 10% travel required: Although this role is a remote work-from-home position, we “Farmers” do meet as a company and/or as a department a few times a year. Anticipate possible travel up to a few times each quarter

Previous exposure to cross-functional work between Sustainability and Sales preferred

Must reside in the United States to be considered for this position

Please note that visa sponsorship is not available for this position

Compensation:

• Full-Time, Salaried, Exempt

• The anticipated salary range for this position is $90,000.00 to $110,000.00. The actual salary offer will carefully consider a few factors, including skills, qualifications, experience, and location. Certain positions are eligible for additional forms of compensation, such as bonuses, stipends, equity, and role-specific perks.

Additional:

• Remote-first work environment

• Annual Bonus

• 401(k) program + 4% company match after three months

• New Hire Remote Life Stipend + annual Nourish and Nurture Allowance

• Monthly Cell and Internet Stipend

• Quarterly Farm-to-Fridge home deliveries and Employee Discounts

• New Parents: Up to 18 weeks of paid Parental Leave, Baby Steps Back To Work, 3 months’ supply of Once Upon a Farm products, and breast milk shipping service and support for those who travel after birth for the duration of your breastfeeding journey

• Unlimited Paid Time Off

• Paid Volunteer Time

• Paid Time Off to fulfill civic responsibilities, including jury duty and voting in local, state, and national elections

• Medical Insurance for the employee is covered at 100% on select plans, with additional plan options at a reduced cost to the employee

• Vision and Dental Insurance are covered at 100% for the employee and dependents

• Life insurance

• Flexible spending account (Medical & Dependent Care) and Health Savings Accounts for applicable plans

• Employee assistance program (EAP)

• All other benefits, leaves, and insurance as required by law, based on your specific residence

• And so much more!

Who We Are

Our Purpose: Drive systemic improvement in childhood nutrition for a healthier, happier, and more equitable world.

Our Business: At Once Upon a Farm, a better story starts here. We're on a greater mission in providing organic, crave-worthy snacks and meals for children of all ages. Our…