Analyst, Sales Planning & Forecasting

Wells Enterprises • Le Mars, IA

1d • Hybrid

About The Position

The Analyst, RGM, Sales Planning & Forecasting, will be responsible for supporting the Revenue Growth Management team through sales planning and sales forecasting activities. Working under the guidance of the Manager, RGM, Sales Planning & Forecasting, this role focuses on annual sales planning efforts to ensure trade offer efficiency and accuracy. Analyze business performance and drive trade efficiency for Wells brands.

Requirements

• Bachelor’s degree in business, Economics, Marketing, Statistics, Finance, or a related field.
• 2-3 years of experience in finance, analytics, revenue management, category management, brand management or a similar role.
• Strong analytical and data fluency.
• Cross-functional collaboration and communication.
• Advanced Excel and Tableau/PBI skills.
• Understanding of forecast, trade, and planning systems.
• Process improvement and data governance mindset.
• Detail-oriented with strong problem-solving abilities.
• Ability to work independently while managing multiple priorities.
• Collaborative mindset and a proactive approach to challenges.

Nice To Haves

• Exposure to pricing, promotions, or financial performance analytics is preferred.
• Consumer Packaged Goods (CPG) experience is preferred.
• Proficiency in Nielsen / IRI data preferred.

Responsibilities

• Support annual planning development by inputting and validating assortment, promotional, and trade assumptions.
• Trade offers validation, ensuring accuracy of items, timing, pricing, and funding.
• Collaborate on sales forecasts with Sales team by reviewing base and promotional forecasts and resolve discrepancies.
• Own data quality across planning and trade systems. Develop and maintain data quality checks and audit routines. Develop validation rules, dashboards, and exception reporting.
• Analyze business performance and trends using shipment, consumption, and syndicated data.
• Support cross-functional processes by collaborating with Sales, Demand Planning, Finance, and Trade teams.
• Contribute to process improvement initiatives by supporting tools, templates, and documentation development.
• Lead continuous improvement initiatives to standardize processes and reduce errors.
• Effectively communicate insights on risks, trade effectiveness, and gaps vs plan to Business Development Managers.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level