Trade Planning Analyst

Role Overview

We are seeking a strategic and data-focused Trade Planning Analyst who excels at transforming complex data into clear insights to optimize trade and promotion planning. You will build strong collaborations across Sales and Finance teams, expertly manage trade promotion management systems, and bring an entrepreneurial and inquisitive approach to your work. Your commitment to advancing clean and healthy childhood nutrition at Once Upon a Farm will be central to your daily mission.

Key Responsibilities

• Manage the accurate entry and maintenance of promotional plans within the TPM system (Exceedra).
• Ensure the integrity of promotional, customer, and financial data by proactively identifying and resolving discrepancies.
• Assist with trade forecasting, reporting, and accrual processes via precise system administration.
• Collaborate closely with Sales and Finance to maintain up-to-date promotional data.
• Evaluate and optimize trade plans to maximize authorized retailer portfolio spending.
• Analyze brand and product group promotions to derive actionable insights that enhance trade investments.
• Prepare and deliver monthly Trade KPI and Calendar reports for stakeholders across the organization.
• Implement SOX trade-related controls, conduct ongoing reviews and validations to ensure compliance with financial policies.
• Support and coordinate internal and external audits related to trade spending and promotions.
• Identify and execute improvements to governance processes that mitigate operational risks.
• Work alongside the Deductions team to verify accurate application of retailer deductions in the TPM system.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Minimum four years of experience in retail sales analysis, P&L management, sales reporting, and planning.
• Strong expertise in managing trade spend within the Consumer Packaged Goods (CPG) sector.
• Hands-on experience with TPM platforms is essential.
• Proven ability to work cross-functionally with Sales, Audit, Accounting, and Finance teams.
• Advanced proficiency in Microsoft Office, Outlook, Slack, and related professional tools.
• Exceptional analytical aptitude and keen attention to detail.
• Self-motivated with the ability to thrive in team settings and adapt to shifting priorities.
• Excellent communication skills, capable of presenting complex concepts clearly and effectively.
• Passion for improving childhood nutrition and contributing to a purpose-driven, fast-growing organization.
• Comfortable navigating ambiguity, making informed decisions, and developing cohesive strategies.
• Willingness to travel up to 10% annually for company and departmental meetings despite remote work.
• Experience with sustainability initiatives in conjunction with Sales is a plus.
• Must be a resident of the United States; visa sponsorship is not provided.

Compensation and Benefits

• This is a full-time, salaried, exempt position with an anticipated salary range of $90,000 to $110,000, adjusted based on skills, experience, and location.
• Potential eligibility for bonuses, equity, stipends, and role-specific perks.
• Remote-first work environment with flexible working conditions.
• Annual bonus program and 401(k) with company match starting after three months.
• Remote work life stipend, monthly internet and cell phone allowance, and quarterly home deliveries of farm-fresh products.
• Comprehensive parental leave benefits including paid leave, support services, and product supplies.
• Unlimited paid time off, volunteer time, and paid time for civic duties such as jury duty and voting.
• Full medical insurance coverage for employees on select plans; vision and dental fully covered for employees and dependents.
• Life insurance, flexible spending accounts, health savings accounts, and employee assistance programs.
• Additional benefits and leaves as mandated by residence location and law.

About Once Upon a Farm

Our mission is to create systemic improvements in childhood nutrition worldwide, delivering organic, nutritious snacks and meals crafted with the finest ingredients. We champion organic farming and are committed to food justice, diversity, inclusion, and an entrepreneurial culture built on integrity, passion, and social impact. As a fully remote team, we prioritize collaboration and support in advancing our shared goal of healthier, happier children and families.

Additional Information

• Applicants must be at least 18 years old and reside in the United States.
• Equal opportunity employer committed to diversity, equity, and inclusion.
• Applicants are encouraged to remove identifying information from resumes to minimize unconscious bias.
• This job description summarizes key duties but is not exhaustive.