Effectively partner with the Field sales, Finance, and RMX to measurably improve our planning and forecasting performance.
Lead monthly & long-term forecasting routine to delivery consistent results (Internal/External)
Lead implementation of forecast bias routine with monthly share outs with Customer leadership teams
Create & own Standard Operating Procedures, AOP Management, & Perfect Path to Purchase initiatives across respective team
Partner closely with Customer Excellence & Supply Chain team for tool implementation
Achieve trade plan objectives on both working and non-working trade spends to maximize ROI
Manage customer joint business plan liability with reconciliation to support attainment
Create & manage key team presentations across Quarterly customer meetings, internal business reviews, and any other content creation needs
Own item maintenance and deductions management within Costco systems

Strong financial acumen, intellectual curiosity, and clear examples of advanced analytical skills
Has ability & tested experience within CPG, and ideally a Club team/Customer
Tested & proven experience using syndicated and other data to build data insights, recommendations and business plans to influence customer decisions to achieve team objectives
Strong attention to detail, proven ability to operate under tight deadlines & own delivery autonomously
Ability to work autonomously within a Sales team framework to plan, organize, and achieve priorities
Exhibits polished interpersonal skills (written, verbal, and presentation) with potential to negotiate and influence effectively
Proficiency in Microsoft Office, advanced Excel skills, knowledge of and ability to learn new systems such as IRI and Spark

Coverage for employees (and their eligible dependents) through affordable access to healthcare
protection, and saving for the future, we offer plans tailored to meet you and your family’s needs.
Physical
Medical, Prescription Drug, Dental, Vision, Screenings/Assessments
Social
Paid Time Off, Company Holidays, Leave of Absence, Flexible Work Arrangements, Recognition, Training
Emotional – Employee Assistance Program , Wellbeing Programs, Family Support Programs
Financial – 401k, Life, Accidental Death & Dismemberment, Disability

Planning Manager

Key skills