What are the responsibilities and job description for the Analyst, Sales Planning & Forecasting position at Wells Enterprises - Career Site?
Company: Wells Enterprises (a Ferrero Company)
Functional Area: Revenue Growth Management
The Role
The Analyst, RGM, Sales Planning & Forecasting, will be responsible for supporting 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.
What You’ll Do
- 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
Qualifications:
What You’ll Bring
- 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. Exposure to pricing, promotions, or financial performance analytics is preferred.
- 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
- Consumer Packaged Goods (CPG) experience is preferred.
- Detail-oriented with strong problem-solving abilities. Ability to work independently while managing multiple priorities. Collaborative mindset and a proactive approach to challenges
- Proficiency in Nielsen / IRI data preferred.
Wells Enterprises is an EEO/AA employer M/F/Vet/Dis
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