Trade Planning Analyst

Once Upon a Farm

Trade Planning Analyst supporting trade management and driving insights for sales at Once Upon a Farm. Requires analytical skills and experience in retail sales and trade management.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Trade Promotion Management (TPM) systems, particularly Exceedra, with a strong focus on data accuracy, financial controls, and cross-functional collaboration. Proven ability to analyze promotional performance and deliver actionable insights to optimize trade investments.

Highest-signal resume keywords

Trade Promotion Management (TPM)Promotional Performance AnalysisCross-Functional CollaborationP&L ManagementMicrosoft Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade Spend ManagementSales ReportingData ValidationFinancial Data IntegrityPromotional PlanningAccrual ProcessesSOX ControlsProcess ImprovementRetail Sales AnalysisTrade KPI Reporting

Soft Skills

Analytical SkillsAttention to DetailTeam CollaborationAdaptabilityCommunication Skills

Tools & Technologies

ExceedraMicrosoft OutlookSlackFinancial Reporting ToolsAudit Management Systems

Industry Keywords

CPGRetail SalesPromotional InvestmentsOperational Risk ManagementSustainability

About the role

Key responsibilities & impact

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.
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
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

Requirements

What you’ll need

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

Benefits

Comp & perks

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!