Trade Spend Analyst

Description

Reports to Director of Accounting

Job Summary:

The Trade Spend Analyst is responsible for analyzing and reconciling customer promotional programs navigating customer portals identifying trends and providing actionable insights to support decision-making processes. This role requires advanced Microsoft Excel skills strong analytical abilities attention to detail and the capability to independently investigate and resolve discrepancies across multiple systems and data sources.

The ideal candidate is comfortable collaborating with cross-functional teams working with large datasets identifying trends and exceptions and communicating findings effectively with customers and internal teams. The Trade Spend Analyst serves as a key liaison among customers Sales Sales Support and Accounting by providing visibility into customer account activity and trends. This position plays a key role in ensuring the accuracy and visibility of Cloverdale Foods Companys Trade Spend activity and supporting its timely resolution.

Office Environment: 95% of the work is conducted in an office setting may be in person or virtual. Involving time spent on computer research project management and communication with team members and stakeholders. Frequent participation in both in-person and virtual meetings including project updates strategy sessions and presentations to management and stakeholders.

Travel: <5% Occasional travel for training trade events meetings conferences etc.

Schedule: Flexible schedule. Evenings weekends and holidays may be needed rarely based on operational requirements.

Key Responsibilities:

1. Utilize Microsoft Excel extensively to analyze Trade Spend data track trends evaluate effectiveness ROI and overall trade spend performance.
2. Track reconcile and maintain records of customer programs deductions rebates promotional agreements disputes and other customer-specific Trade Spend activity.
3. Navigate customer portals and independently investigate discrepancies across systems and data sources to support timely resolution.
4. Develop accurate forecasts and budgets for trade spend initiatives ensuring alignment with company objectives and financial targets.
5. Manage trade spend data sets ensuring accuracy completeness and integrity for analysis purposes.
6. Identify opportunities to improve reporting automate repetitive processes and enhance visibility into customer account activity and trends.
7. Provide recommendations based on data analysis to optimize trade spend allocation and improve promotional strategies.
8. Maintain sensitive and confidential financial and customer information with honesty and integrity.
9. Other duties may be assigned.

Qualifications :

• Bachelors degree in Business Administration Finance Economics Data Analytics or a related field preferred. Equivalent combinations of education and relevant experience will be considered.
• Two or more years of experience in trade spend analysis preferably within the consumer goods industry financial analysis customer program administration or related experience preferred.
• Experience within manufacturing food manufacturing retail distribution consumer packaged goods (CPG) or similar industries preferred.
• Experience working with high-volume or complex customer accounts strongly preferred.
• Strong analytical skills with the ability to interpret complex data sets.
• Detail oriented with a commitment to accuracy and data integrity.
• Advanced proficiency in Microsoft Excel is required.
• Utilize Microsoft Excel extensively to analyze Trade Spend data track trends assess promotional effectiveness and return on investment and evaluate overall trade spend performance.
• Experience with advanced formulas dashboards Power Query data visualization or process automation is preferred.
• Ability to organize analyze reconcile and summarize information from multiple data sources into meaningful business insights.
• Strong verbal and written communication skills.
• Ability to build productive working relationships with customers Sales Representatives Sales Support Accounting and other cross-functional business partners.
• Ability to communicate analytical findings trends risks and recommendations in a clear concise and professional manner.
• Ability to effectively present information and participate in problem-solving discussions in one-on-one and small-group settings.
• Strong organizational and time-management skills.
• Self-motivated with a willingness to learn adapt and take on new challenges.
• Ability to work independently while contributing positively to a team environment.

Working Conditions/ Physical Requirements:

1. Must be comfortable sharing office space with other professionals and performing repetitive computer-based tasks. This includes extended periods of sitting reaching with hands and arms and using input devices such as a keyboard mouse and other tools. The role requires maintaining focus on detailed screen work for prolonged durations including tasks such as data analysis report preparation and troubleshooting operational issues.
2. Must be able to sit stand walk reach stretch stoop and bend for extended periods.
3. Must be able to communicate through various channels including phone email face-to-face and videoconferencing effectively building and presenting organized data and plans to leadership internal and external groups of various sizes and key stakeholders.

The physical demands described in this job description are representative of those that must be met by an employee to successfully perform this job. Other duties or tasks may be assigned as required. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

At Cloverdale Foods base pay is one part of our total compensation package and is determined within the following range: $60320 - $70720 annually. Actual base pay within that range will depend upon a variety of factors including but not limited to job-related knowledge skill set level of experience and geographic market location.

Other components of Cloverdale Foods total compensation package include life insurance medical dental and vision coverage pay-for-performance merit increases and 401(k) with employer match paid vacation weekly massage reimbursement and more.

Cloverdale Foods Company offers a competitive compensation package and an excellent benefits program. For confidential consideration please send your resume to or Fax: . To comply with government recordkeeping requirements please go to

Cloverdale Foods Company is an Affirmative Action/Equal Employment Opportunity Employer.

Required Experience:

IC