Trade Marketing Analyst

About the Position

This position provides administrative and analytical support to the Domestic Sales team for Brown & Haley. This role works with the senior management team to track and document trade spending throughout the fiscal year, including analyzing and summarizing information and making year-end recommendations. The candidate will also improve our Excel-based trade planning tools and processes. Other trade- and shipping-related analyses will be expected, as assigned. This role is a tremendous opportunity to learn the details of selling and promoting consumer packaged goods items to retail.



Essential Duties and Responsibilities:

Yearly Planning and Reporting:

Works with the Sales Team to produce Trade Spend Reporting, including twice annual presentations to the senior management team
Works with the Sales Team to finalize Trade Spending Scorecards from the previous year, including recommendations to the finance and senior management teams for fiscal year-end reporting
Works with senior management, Sales and Credit teams to update, and improve Excel-based annual Trade Spend Scorecards and processes
Produces various planning and reporting documents to aid in the annual trade spend reporting process.

Daily and Monthly tracking and reporting responsibilities:

Track status of trade spending claims
Review, match, process and record claims against Excel-based trade spending scorecards.
Prepare trade spending forms for non-brokered, direct customers
Record and file trade spending claims; ensure records are properly stored, retained and organized
Process internal reports monthly to produce trade spending updates
Investigate and resolve discrepancies in reporting to ensure sales and trade spend updates are accurate.

Additional Responsibilities include but are not limited to the following:

Pull, format, and distribute targeted customer reports to the sales team
Pull and investigate rebate claims for national Drug chain customers, and update/retain related tracking
Manage ad-hoc requests as they arise
Other duties as assigned.



Position Requirements

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities.

Education:

Associate’s degree/Bachelor’s Degree: Accounting or Business preferred



Related Experience:

Working knowledge of Microsoft Suite including Word, Excel, and PowerPoint
Use of Email Software, Outlook preferred



Competencies:

Ability to work independently and as part of a team. Proactive and results-driven with a focus on continuous improvement
Excellent organizational and communication skills
Detail-oriented with a strong focus on accuracy
Strong command of Microsoft Excel is required



Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to sit for extended periods of time; walk; use hands to type and key financial figures. Occasionally required to lift up to 20 pounds. Specific vision abilities required by this job include close vision and computer use.