Trade Planning Analyst

Who You Are:

You are a data-hungry strategic thinker who thrives on the power of insight in the world of trade and promotion planning. You are relentlessly analytical and detail-obsessed, energized by turning messy numbers into clear, actionable insights. You build easy partnerships across Sales and Finance, know your way around trade planning and TPM systems, and bring an entrepreneurial, endlessly curious mindset to everything you touch. Above all, you care deeply about clean, healthy food and want your work to raise the standard of childhood nutrition.

The Task At Hand:

Reporting to the Director of Trade Strategy & Optimization, the Trade Planning Analyst is an analytical engine behind our Sales team. You will support the accuracy and optimization of our trade management process, turning trade analysis into decisions that move the business forward. By making sure every trade dollar is accurately reflected, tracked, and reported, you will directly fuel Once Upon a Farm’s profitable, purpose-driven growth.

In This Role, You Will:  

Trade Promotion Management (TPM) System

• 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.

Trade Analytics & Reporting

• 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

Trade Compliance & Deductions Oversight

• 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

In This Role, You’ll Bring With You:

• 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

Compensation:

• Full-Time, Salaried, Exempt

• The anticipated salary range for this position is $90,000.00 to $110,000.00. The actual salary offer will carefully consider a few factors, including skills, qualifications, experience, and location. Certain positions are eligible for additional forms of compensation, such as bonuses, stipends, equity, and role-specific perks.

Additional:

• 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!

Who We Are

Our Purpose: Drive systemic improvement in childhood nutrition for a healthier, happier, and more equitable world.

Our Business: At Once Upon a Farm, a better story starts here. We're on a greater mission in providing organic, crave-worthy snacks and meals for children of all ages. Our recipes are crafted with only the best organic ingredients – whole fruits and veggies, cold-pressed (our pouches), or freshly frozen (our meals) to perfection– to support your growing kids at every stage. Each of our organic, non-GMO, non-dairy recipes contains no added sugar and are free from artificial flavors, colors, and preservatives – just simple, real, nutritious snacks your entire family will love.

We support and champion farmers who supply the highest-quality organic ingredients for our foods.  We help parents keep their promise to provide the best nourishment for their children’s bodies and souls. We treat our consumers, customers, suppliers, investors, and all our valued employees with the same high level of dignity and respect that we expect from others. We will always fight for and support efforts to drive positive social change and food justice for the benefit of parents, kids, and families.  Lastly, we foster an entrepreneurial and collaborative culture that values humility, honesty, passion, positive social impact, and fun.

Our Team: We’re all fully remote, which makes us a highly collaborative, dynamic, and supportive bunch. We share a singular mission to make the world a better place through the highest quality, most delicious, nourishing, and nutritious products made accessible to every home, from our farms to your fridge. And while we’re invested in our product, we’re equally invested in one another's success.

Once Upon a Farm is a purpose-driven brand made up of an inclusive group of individuals with diverse backgrounds, passions, and beliefs. We hire self-motivated, independent thinkers, and those who are genuinely passionate about improving childhood nutrition for a healthier and happier planet. Bring your whole self to your work at Once Upon a Farm, a proud equal-opportunity employer. In your application, please feel free to note which pronouns you use.

In an effort to help us remove unconscious bias from our resume review process, we ask that you please remove all identifying information from your resume (like profile photos) before you upload it. Once Upon a Farm is committed to cultivating an inclusive environment where a diverse group of people can and want to do their best work, and that starts with our hiring practices.

Once Upon a Farm, PBC, provides equal employment opportunities to all employees and applicants in all company facilities without regard to race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental and/or intellectual disability, age, military status or status as a Vietnam-era or special disabled veteran, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer-related or HIV/AIDS-related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Please see our Privacy Policy to learn more about the data we collect.

This job description is a summary of duties; it is by no means an all-inclusive list but is merely a broad guide of expected duties.

You must reside in the United States to be considered for this position.

Must be 18 years or older at the time of application.