Independently evaluate ROI of trade promotions, discounts, and customer programs
Identify risks and opportunities across revenue, contribution margin, and trade efficiency
Influence pricing, promotional depth, and frequency decisions through data-driven insights
Own the end-to-end trade promotion planning and forecasting process within TPM
Partner with Operations and Supply Chain to reconcile promotional plans with capacity
Lead trade budget governance, including planned vs. actual vs. budget analysis
Ensure alignment with financial targets while supporting commercial objectives
Act as a trusted advisor to Sales
Contribute to S&OP discussions by translating commercial plans into financial implications
Synthesize complex analyses into clear insights for senior management
Proactively identify emerging trends, structural issues, or inefficiencies within trade spend

Bachelor’s degree in Finance, Accounting, or another relevant business field preferred
4+ years of relevant experience in trade promotion analytics and planning
Proven track record of driving measurable business results; CPG/beverage experience strongly preferred
Advanced knowledge and applied understanding of trade finance, promotion mechanics, and CPG commercial strategy
Deep comfort operating independently and applying judgment and interpretation to solve problems
Demonstrated ownership mentality and continuous improvement mindset
Comfort building structure in ambiguous environments
Advanced analytical and problem-solving skills
Experience with TPM systems (Vividly preferred), ERP systems (NetSuite a plus), and financial modeling tools
Proven ability to influence senior stakeholders
Strong executive presence with the ability to advise on difficult or complex financial matters
Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint) and Google Suite (Sheets, Docs, Slides)

Blue Shield medical plans with HMO (CA Only), PPO, and HDHP options (including an HSA)
FSA and Dependent Care FSA
Guardian dental and vision coverage
Life insurance
AD&D
Disability benefits
Employee-paid options like accident, hospitalization, and critical illness coverage
Empower Retirement contributions up to 4% matched after just three months
Student Loan Retirement Match
Headspace wellness perks
ClassPass memberships
Robust EAP
17 paid holidays
Flex PTO
Travel assistance
Nationwide pet insurance

Senior Trade Finance Analyst

Key skills