Senior Retail Planning Analyst

Summary

Join Once Upon A Farm as a Senior Retail Planning Analyst and contribute to the growth of this purpose-driven brand. You will report to the Retail Planning Manager, providing analytical support to various teams. This role blends planning analytics (75%) with planning support (25%), requiring strong data visualization and communication skills. You will develop reporting tools, utilize syndicated data, monitor performance against KPIs, and aid in strategy development. The position is remote-first, with occasional travel, and offers a competitive salary and benefits package. A passion for childhood nutrition and experience in sales finance or retail planning within a CPG environment are essential.

Requirements

• 3–5 years of experience in sales finance, retail planning, or business analytics in a CPG environment
• A Bachelor’s degree in Business, Finance, Economics, or related field
• Experience with retailer sales data systems (e.g., Nielsen, IRI, Spins)
• Strong modeling and data visualization skills (Excel, Power BI, or similar)
• Strong communication skills and ability to prioritize in a fast-paced, high-growth environment with evolving business needs
• Solid knowledge of Microsoft Suite, Outlook, Slack, and other professional platforms
• Up to 10% travel required: Although this role is a remote work-from-home position, we “Farmers” do meet as a company and/or as a department a few times a year. Anticipate possible travel up to a few times each quarter
• A genuine passion for improving childhood nutrition for a healthier and happier planet
• A demonstrated ability to thrive in ambiguity, deeply understand business needs, develop a cohesive strategy and make decisions requiring a high level of judgment
• Must reside in the United States to be considered for this position
• Please note that visa sponsorship is not available for this position

Responsibilities

• Develop scalable reporting tools and visualizations that enhance decision-making and forecast transparency, including updating the Sales Dashboard to ensure the accurate input of pacing, AOP, and rolling forecasts (RF) for the Sales Team
• Utilize syndicated data insights to provide guidance to the Sales Team on retailer specific forecast adjustments
• Support Retail Planning Manager in monitoring Sales Team performance against KPIs in forecasting to identify trends, risks, and opportunities
• Aid the broader Sales Team in the development of short-term and long-term retail strategies, contributing data-driven insights that are utilized to develop the annual sales plan
• Ad hoc analysis for the Sales Finance team’s gross-to-net deliverables, as needed
• Monitor the retail planning calendar by supporting the Retail Planning Manager in monthly and quarterly planning cycles and providing reporting templates, insights, and timeline governance to the Sales Team
• Provide the monthly forecasting KPIs of product launches to Marketing for post-launch tracking and ROI evaluation
• Support the implementation of strategies, as it relates to Retail Planning deliverables, with cross-functional teams including Marketing, Business Development, Operations, Finance, and Sales to achieve business objectives, managing back communication as necessary

Preferred Qualifications

A previous exposure to cross-functional work between Sustainability and Sales

Benefits

• Full-Time, Salaried, Exempt
• The anticipated salary range for this position is $75,000.00 to $95,000.00. The actual salary offer will carefully consider a few factors, including your skills, qualifications, experience, and location. Certain positions are eligible for additional forms of compensation such as bonuses, stipends, equity, and role-specific perks
• Remote-first work environment
• Annual Bonus
• 401(k) program + 4% company match after three months
• New Hire Remote Life Stipend + annual Nourish and Nurture Allowance
• Monthly Cell and Internet Stipend
• Quarterly Farm-to-Fridge home deliveries and Employee Discounts
• Up to 18 weeks of paid Parental Leave, Baby Steps Back To Work, 3 months’ supply of Once Upon A Farm products, and breast milk shipping service and support for those who travel after birth for the duration of your breastfeeding journey
• Unlimited Paid Time Off
• Paid Volunteer Time
• Paid Time Off to fulfill civic responsibilities including jury duty and voting in local, state, and national elections
• Medical Insurance for the employee covered at 100% on select plans with additional plan options at a reduced cost to the employee
• Vision and Dental Insurance covered at 100% for the employee and dependents
• Life insurance
• Flexible spending account (Medical & Dependent Care) and Health savings accounts for applicable plans
• Employee assistance program (EAP)
• All other benefits, leaves, and insurance as required by law, based on your specific residence