Trade Planning Analyst

Lactalis US Yogurt, Inc.•Bedford, NH

21h•Hybrid

About The Position

The Trade Planning Analyst drives profitable volume and revenue growth across a portfolio of Tier 2 and Tier 3 grocery accounts. This role leverages Revenue Growth Management (RGM) principles to optimize trade promotion spending, maximize ROI, and champion data-driven commercial decisions. Serving as a critical strategic and analytics partner to the Sales team, this role leads trade planning, customer forecasting, and post-promotion performance analysis. The Trade Planning Analyst collaborates closely with cross-functional partners in Finance, Supply Chain, and RGM to turn data insights into actionable business strategies.

Requirements

Bachelor’s degree required; major in Business, Finance, or a related analytical field is preferred.
1+ years of experience in data analytics, business development, category management, Revenue Growth Management (RGM), or corporate finance is preferred.
Intermediate to advanced proficiency in Microsoft Excel is required.
Experience with syndicated data platforms or similar analytical packages is required; specific knowledge of Circana, Nielsen, or proprietary Customer Data Portals is a strong plus.
Familiarity with PowerPoint, Python, and Power BI to enhance reporting and data visualization is preferred.
Analyze complex data and business situations, accurately identifying root causes, trends, and key drivers to support effective, data-driven decisions.
Transmit and receive information clearly, communicating effectively across diverse stakeholder groups while demonstrating tact, diplomacy, and the ability to adjust communication style and tone.
Develop and execute customer plans that align strictly with corporate growth and profitability objectives.
Maintain a strong understanding of market dynamics and competitive activity to help inform commercial strategy.
Analyze commercial sales data to independently generate actionable insights and identify new business opportunities.
Produce, interpret, and maintain routine and ad hoc reports to monitor overall performance and guide business decisions.
Apply structured, critical thinking to identify operational or financial inefficiencies and implement effective solutions.
Effectively prioritize tasks, manage competing deadlines, and optimize time and resources.
Partner seamlessly across internal departments and cross-functional teams to achieve shared organizational goals.
Adapt quickly to shifting business priorities, market dynamics, and changing customer needs within a fast-paced environment.

Nice To Haves

major in Business, Finance, or a related analytical field is preferred.
1+ years of experience in data analytics, business development, category management, Revenue Growth Management (RGM), or corporate finance is preferred.
specific knowledge of Circana, Nielsen, or proprietary Customer Data Portals is a strong plus.
Familiarity with PowerPoint, Python, and Power BI to enhance reporting and data visualization is preferred.

Responsibilities

Develop and execute promotional trade plans aligned with Revenue Growth Management (RGM) guidance on pricing, frequency, and promotional depth.
Collaborate closely with the Sales team to support comprehensive customer planning initiatives, including line reviews, Joint Business Planning (JBP), and routine performance reviews.
Analyze syndicated and internal data streams to identify and isolate key business drivers across pricing, promotion, assortment, and distribution.
Utilize TPO tools (e.g., Circana PTA) to model, optimize, and evaluate potential pricing and promotional scenarios.
Evaluate trade spend efficiency and conduct rigorous ROI analyses on promotional activities and pricing strategies.
Proactively identify trade spending inefficiencies and recommend strategic actions to enhance overall profitability.
Establish and maintain robust customer forecasts, accurately accounting for baseline sales, promotional lift, and gross-to-net calculations.
Ensure the accurate setup, tracking, and execution of promotional events within internal TPM systems (e.g., GoSimple).
Monitor, track, and report out on key performance metrics, focusing on ROI, revenue growth, and margin health.
Deliver high-quality ad hoc analysis and data support to key stakeholders across the Sales, Finance, and Demand Planning teams.