Senior Retail Planning Analyst
Employment Type: Full-Time
Location Type: Remote (Must reside in the United States)
Salary: $75,000.00 - $95,000.00
Position Overview
We are seeking a data-driven problem solver with strong analytical skills and experience in retail performance metrics, sales planning, and forecasting. As the Senior Retail Planning Analyst, you will report to the Retail Planning Manager and serve as business support to Sales Finance, Business Development, Operations, and broader Sales Teams. Your role is crucial in bridging retail execution through analytics and reporting in planning and forecasting. You will thrive in a team environment, collaboratively supporting sales teams with data-backed actionable insights.
Responsibilities
Planning Analytics (75%)
- Develop scalable reporting tools and visualizations to enhance decision-making and forecast transparency.
- Update the Sales Dashboard to ensure accurate input of pacing, AOP, and rolling forecasts (RF) for the Sales Team.
- Utilize syndicated data insights to provide guidance to the Sales Team on retailer-specific forecast adjustments.
- Support the Retail Planning Manager in monitoring Sales Team performance against KPIs in forecasting to identify trends, risks, and opportunities.
- Aid the broader Sales Team in developing short-term and long-term retail strategies, contributing data-driven insights for the annual sales plan.
- Perform ad hoc analysis for the Sales Finance team’s gross-to-net deliverables, as needed.
Planning Support (25%)
- Monitor the retail planning calendar by supporting the Retail Planning Manager in monthly and quarterly planning cycles.
- Provide reporting templates, insights, and timeline governance to the Sales Team.
- Provide monthly forecasting KPIs of product launches to Marketing for post-launch tracking and ROI evaluation.
- Support the implementation of strategies related to Retail Planning deliverables with cross-functional teams (Marketing, Business Development, Operations, Finance, Sales) to achieve business objectives, managing back communication as necessary.
Requirements
- 3–5 years of experience in sales finance, retail planning, or business analytics in a CPG environment.
- Bachelor’s degree in Business, Finance, Economics, or related field.
- Experience with retailer sales data systems (e.g., Nielsen, IRI, Spins).
- Strong modeling and data visualization skills (Excel, Power BI, or similar).
- Strong communication skills and ability to prioritize in a fast-paced, high-growth environment with evolving business needs.
- Solid knowledge of Microsoft Suite, Outlook, Slack, and other professional platforms.
- A genuine passion for improving childhood nutrition for a healthier and happier planet.
- Demonstrated ability to thrive in ambiguity, deeply understand business needs, develop a cohesive strategy, and make decisions requiring a high level of judgment.
- Previous exposure to cross-functional work between Sustainability and Sales is preferred.
- Must reside in the United States to be considered for this position.
- Visa sponsorship is not available for this position.
Compensation & Benefits
- Full-Time, Salaried, Exempt position.
- The anticipated salary range for this position is $75,000.00 to $95,000.00. The actual salary offer will carefully consider several factors, including your skills and experience.
Travel
- Up to 10% travel required. Although this role is a remote work-from-home position, company and/or department meetings occur a few times a year. Anticipate possible travel up to a few times each quarter.