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Analyst, Sales Planning & Trade Forecasting

Wells Enterprises - · hcsb.com
ChicagoHybridEntry level2–3 yrs
Apply on Wells Enterprises -’s site

Straight from the company’s own careers site.

The job in short

Sales planning and trade forecasting analyst for CPG brands.

ExcelTableauPower BISQL

Details

Found
31 d ago · posted 2026-09-28
Location
Chicago, IL

Full description

Company: Wells Enterprises (a Ferrero Company) Functional Area: Revenue Growth Management The Role The Analyst, RGM, Sales Planning & Forecasting, will be responsible for supporting Revenue Growth Management team through sales planning and sales forecasting activities. Working under the guidance of the Manager, RGM, Sales Planning & Forecasting, this role focuses on annual sales planning efforts to ensure trade offer efficiency and accuracy. Analyze business performance and drive trade efficiency for Wells brands. What You’ll Do • Support annual planning development by inputting and validating assortment, promotional, and trade assumptions.  • Trade offers validation, ensuring accuracy of items, timing, pricing, and funding.  • Collaborate on sales forecasts with Sales team by reviewing base and promotional forecasts and resolve discrepancies.  • Own data quality across planning and trade systems. Develop and maintain data quality checks and audit routines. Develop validation rules, dashboards, and exception reporting. • Analyze business performance and trends using shipment, consumption, and syndicated data.  • Support cross-functional processes by collaborating with Sales, Demand Planning, Finance, and Trade teams.  • Contribute to process improvement initiatives by supporting tools, templates, and documentation development.  • Lead continuous improvement initiatives to standardize processes and reduce errors • Effectively communicate insights on risks, trade effectiveness, and gaps vs plan to Business Development Managers What You’ll Bring • Bachelor’s degree in business, Economics, Marketing, Statistics, Finance, or a related field. • 2-3 years of experience in finance, analytics, revenue management, category management, brand management or a similar role. Exposure to pricing, promotions, or financial performance analytics is preferred. • Strong analytical and data fluency. • Cross-functional collaboration and communication. • Advanced Excel and Tableau/PBI skills. • Understanding of forecast, trade, and planning systems. • Process improvement and data governance mindset. • Consumer Packaged Goods (CPG) experience is preferred. • Detail-oriented with strong problem-solving abilities. Ability to work independently while managing multiple priorities. Collaborative mindset and a proactive approach to challenges. • Proficiency in Nielsen / IRI data preferred. Wells Enterprises is an EEO/AA employer M/F/Vet/Dis #LI-Hybrid

Financial Analyst / FP&A jobs in Chicago, Illinois · Financial Analyst / FP&A jobs in the United States · All Wells Enterprises - jobs · Entry-level Financial Analyst / FP&A jobs in Chicago, Illinois · Entry-level jobs in Chicago, Illinois

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