Analyst, Sales Planning & Trade Forecasting
Well Enterprises - Career Site Open · verified Sep 29, 2026 At a glance
Mid-level Revenue & Sales Operations role at Well Enterprises - Career Site. Chicago · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Build annual sales plans by entering and checking assortment, promotion, and trade assumptions
- Check trade offers for correct products, dates, prices, and funding
- Review base and promotional forecasts with Sales, resolving differences before plans are finalized
- Maintain reliable planning and trade data through checks, audits, dashboards, and exception reports
- Use shipment, consumption, and syndicated data to assess performance and share risks, trade results, and plan gaps with Business Development Managers
What you bring
- A bachelor’s degree in business, economics, marketing, statistics, finance, or a related discipline
- Two to three years in finance, analytics, revenue management, category or brand management, or similar work
- Advanced Excel and Tableau or Power BI skills, plus familiarity with forecasting, trade, and planning systems
Who this fits
This role suits an analyst who can work independently across multiple priorities and coordinate with Sales, Demand Planning, Finance, and Trade. It is based in Chicago.
From the employer
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
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