Planning Manager

📋 Description

• Collaborate effectively with the Field Sales, Finance, and RMX teams to significantly enhance our planning and forecasting capabilities.

• Oversee the monthly and long-term forecasting processes to ensure consistent outcomes (both internal and external).

• Spearhead the implementation of the forecast bias routine, sharing insights monthly with Customer leadership teams.

• Develop and maintain Standard Operating Procedures, AOP Management, and Perfect Path to Purchase initiatives for the respective team.

• Work closely with the Customer Excellence and Supply Chain teams to facilitate tool implementation.

• Meet trade plan objectives for both working and non-working trade expenditures to optimize ROI.

• Manage the customer joint business plan liability and reconciliation to support achievement of goals.

• Create and oversee key presentations for Quarterly customer meetings, internal business reviews, and other content creation requirements.

• Responsible for item maintenance and deductions management within Costco systems.

⛳️ Requirements

• Demonstrated financial acumen, intellectual curiosity, and clear examples of advanced analytical capabilities.

• Possesses ability and proven experience in CPG, preferably within a Club team or Customer environment.

• Extensive and verified experience utilizing syndicated and other data to derive insights, recommendations, and business plans to sway customer decisions in favor of team objectives.

• Exceptional attention to detail, a proven track record of working under tight deadlines, and the ability to deliver results independently.

• Capable of working autonomously within a Sales team framework to strategize, organize, and prioritize tasks effectively.

• Displays strong interpersonal skills (written, verbal, and presentation) with the potential to negotiate and influence effectively.

• Proficient in Microsoft Office, with advanced Excel skills and the ability to learn new systems such as IRI and Spark.

🏝️ Benefits

• Comprehensive healthcare coverage for employees and their eligible dependents, providing affordable access to essential services.

• Customized plans designed to safeguard physical health, protect financial stability, and support future savings for you and your family.

• Physical benefits include Medical, Prescription Drug, Dental, Vision, and Screenings/Assessments.

• Social benefits encompass Paid Time Off, Company Holidays, Leave of Absence, Flexible Work Arrangements, Recognition, and Training opportunities.

• Emotional support through Employee Assistance Programs, Wellbeing Programs, and Family Support Programs.

• Financial benefits include 401k plans, Life Insurance, Accidental Death & Dismemberment coverage, and Disability insurance.