Trade Analyst
3 days ago
Job Title: Trade Analyst
Company Location: La Jolla, CA
Job Type: Full Time/Remote
Reports To: Sr. Director of Business Intelligence
Company Overview: At Solely, Inc., we are leading innovators in the fruit snack category, pioneering delicious and nutritious alternatives that redefine snacking. We thrive on enabling permissible indulgence, offering guilt-free treats that satisfy cravings while promoting health and wellness. Our commitment to innovation drives us to create wholesome, natural products that cater to the evolving tastes of consumers seeking good-for-you options. With a focus on sustainability, transparency, and uncompromising quality, we are dedicated to making a positive impact on people's lives and the planet.
Summary: We are seeking a meticulous and data-driven Trade Analyst to join our team, specializing in CPG trade-related spend. This role is key to ensuring the effective analysis and optimization of trade spend to drive profitable growth across our product lines. The selected candidate will provide valuable insights into trade promotions, pricing strategies, and customer spending behaviors, helping maximize the return on investment (ROI) for our trade programs. This position offers a critical opportunity to influence Solely Inc.'s trade spend strategies and ensure that our innovative, clean food products are supported by efficient, results-driven promotional investments.
Key Responsibilities:
- Analyze trade spend effectiveness across different product lines and channels, identifying opportunities for optimization and cost savings.
- Track and evaluate promotional programs, measuring ROI and effectiveness to support data-driven decision-making.
- Monitor customer spending behaviors and pricing strategies to ensure alignment with company objectives.
- Work closely with finance, sales, and marketing teams to develop trade spend forecasts and ensure budget compliance.
- Prepare and present trade spend reports, highlighting key insights and recommendations for future promotional activities.
- Assist in the development of long-term trade strategies to optimize promotional investments and drive profitable growth.
- Stay up to date on industry trends, customer behavior, and competitive activity to inform trade spend strategies.
Qualifications:
- Proven track record in trade spend analysis or a similar role within the CPG or food & beverage sectors.
- Strong analytical, problem-solving, and attention-to-detail skills.
- Ability to manage multiple tasks and meet tight deadlines in a fast-paced environment.
- Self-starter with excellent collaboration skills across cross-functional teams.
- Advanced proficiency in Excel and data analysis tools, with experience using trade promotion management (TPM) software.
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- 3+ years of experience in trade spend analysis, promotional analysis, or related fields in the CPG industry.
- Strong understanding of trade promotions, customer pricing, and the impact of promotional activities on profitability.
- Experience with trade spend management tools (e.g., TPM systems) and ERP systems.
- Advanced Excel skills and proficiency with data visualization tools (e.g., Power BI).
- Strong communication and presentation skills, with the ability to provide actionable insights.
Benefits:
- Health, dental, and vision insurance.
- 401(k) plan
- Paid time off and holidays.
-
Trade Analyst
3 days ago
San Diego, United States Solely Inc. Full timeJob Title: Trade AnalystCompany Location: La Jolla, CAJob Type: Full Time/RemoteReports To: Sr. Director of Business IntelligenceCompany Overview: At Solely, Inc., we are leading innovators in the fruit snack category, pioneering delicious and nutritious alternatives that redefine snacking. We thrive on enabling permissible indulgence, offering guilt-free...
-
Trade Analyst
4 days ago
San Diego, United States Solely Inc. Full timeJob Title: Trade AnalystCompany Location: La Jolla, CAJob Type: Full Time/RemoteReports To: Sr. Director of Business IntelligenceCompany Overview: At Solely, Inc., we are leading innovators in the fruit snack category, pioneering delicious and nutritious alternatives that redefine snacking. We thrive on enabling permissible indulgence, offering guilt-free...
-
Trade Analyst
2 days ago
san diego, United States Solely Inc. Full timeJob Title: Trade AnalystCompany Location: La Jolla, CAJob Type: Full Time/RemoteReports To: Sr. Director of Business IntelligenceCompany Overview: At Solely, Inc., we are leading innovators in the fruit snack category, pioneering delicious and nutritious alternatives that redefine snacking. We thrive on enabling permissible indulgence, offering guilt-free...
-
Trade Compliance Analyst
3 days ago
San Diego, United States Cetera Financial Group Full timeThe surveillance analyst position works directly with the Senior Analyst team leader. The role will include post-trade reviews on financial products to identify potential risks and violations of broker-dealer policies. This role will also include the identification of trends and patterns of the advisor’s trading behavior to mitigate undue risk to the...
-
Trade Compliance Analyst
4 weeks ago
san diego, United States Cetera Financial Group Full timeThe surveillance analyst position works directly with the Senior Analyst team leader. The role will include post-trade reviews on financial products to identify potential risks and violations of broker-dealer policies. This role will also include the identification of trends and patterns of the advisor’s trading behavior to mitigate undue risk to the...
-
Trade Compliance Specialist
4 weeks ago
San Diego, California, United States Cetera Financial Group Full timeJob SummaryWe are seeking a highly skilled Trade Compliance Analyst to join our team at Cetera Financial Group. As a key member of our compliance team, you will play a critical role in ensuring the integrity of our financial operations and maintaining a strong compliance culture.Key ResponsibilitiesConduct thorough post-trade reviews of financial products to...
-
Senior Trading Analyst
4 days ago
San Francisco, California, United States Swish Analytics Full timeJob Title: Senior Trading AnalystSwish Analytics is a sports analytics and betting startup that's revolutionizing the industry with cutting-edge predictive data products. We're looking for a skilled Senior Trading Analyst to join our team and help us make data-driven decisions.Key Responsibilities:Manage client risk and ensure the highest margins on Swish...
-
Surveillance Analyst
5 days ago
San Diego, California, United States Atria Wealth Solutions Full timeCompliance Surveillance AnalystAtria Wealth Solutions, Inc. is a leading wealth management solution holding company that empowers financial institutions and independent financial professionals with sophisticated tools, services, and capabilities to deepen client relationships and maximize efficiencies in their practices.We are seeking a highly skilled...
-
Surveillance Compliance Analyst
5 days ago
San Diego, California, United States Atria Wealth Solutions Full timeJob Title: Surveillance Compliance AnalystAtria Wealth Solutions, Inc. is a leading wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients.Headquartered in New York City, Atria's broker-dealer and investment adviser subsidiaries...
-
Mutual Fund Trading Process Specialist
5 days ago
San Francisco, California, United States Insight Global Full timeMutual Fund Trading Process AnalystThe Mutual Fund Trading Process Analyst plays a crucial role in advising on the operational aspects of mutual fund post-trade clearing, with a focus on processes involving the DTCC.Key Responsibilities:Collaborate with engineers to review trading, transfers, dividend distribution, and other processes in the programs...
-
Quality Control Analyst Senior
3 weeks ago
San Diego, United States General Dynamics Electric Boat Full timeOverviewSupplier Quality Analyst Senior - Orange County, CaliforniaThe Supplier Quality (SQ) Analyst is responsible for assuring contracted material and accompanying documentation conforms to Purchase Order (PO) requirements. The SQ Analyst interprets part description and PO data to determine requirements, selects the appropriate inspection plan, then...
-
Compliance Surveillance Analyst
3 weeks ago
San Diego, California, United States Atria Wealth Solutions Full timeJob OverviewAtria Wealth Solutions, Inc. is seeking a highly skilled Compliance Surveillance Analyst to join our team. As a key member of our compliance department, you will be responsible for performing trade surveillance reviews, monitoring daily surveillance reports, and analyzing exception report data for trending purposes.Key ResponsibilitiesConduct...
-
Compliance Surveillance Analyst
4 days ago
San Diego, California, United States Atria Wealth Solutions Full timeJob DescriptionAtria Wealth Solutions, Inc. is a wealth management solution holding company focused on delivering a clear path to the future of financial advice. We are seeking a Compliance Surveillance Analyst to join our team.Key Responsibilities:Perform general trade surveillance reviews with a focus on potential sales practice exceptionsMonitor daily...
-
Senior Financial Analyst
2 days ago
San Diego, California, United States Jobot Full timeJob OverviewJobot is seeking a Senior Financial Analyst to join our team in San Diego. This role offers high exposure to senior business leaders and is a highly visible position. About the RoleWe are a global publicly traded Med-Tech company looking for a Senior Financial Analyst to lead our financial close process, perform detailed financial analysis, and...
-
Senior Financial Analyst
4 days ago
San Diego, California, United States Jobot Full timeAbout the RoleThis is a highly visible role within our organization, offering a unique opportunity to work closely with senior business leaders. As a Senior Financial Analyst, you will be responsible for leading the monthly financial close process, performing detailed financial analysis, and creating financial presentations to drive business...
-
Trading Applications Support Specialist
2 weeks ago
San Francisco, California, United States Blake Smith Staffing LLC Full timeJob Title: Trading Applications Support AnalystCompany Description: Blake Smith Staffing LLCJob Summary:We are seeking a highly skilled Trading Applications Support Analyst to join our team. The successful candidate will be responsible for providing top-notch support to our Fixed Income business, ensuring seamless trade flow and pricing of investment...
-
Senior Financial Analyst
3 weeks ago
San Diego, California, United States Jobot Full timeAbout JobotJobot is a global publicly traded Med-Tech company seeking a Senior Financial Analyst to join our San Diego office. This opportunity offers high exposure to senior business leaders throughout the company, making it a highly visible role.Job DetailsLead the monthly financial close process, including accruals, prepaids, and capital.Perform detailed...
-
Senior Financial Analyst
5 days ago
San Diego, California, United States Jobot Full timeJob OpportunityWe are a global publicly traded Med-Tech company seeking a Senior Financial Analyst to join our San Diego office. This opportunity offers high exposure to senior business leaders throughout the company, making it a highly visible role.Key ResponsibilitiesLead the monthly financial close process, including accruals, prepaids, and...
-
Trade Compliance Operations Specialist
5 days ago
San Jose, California, United States Broadcom Corporation Full timeJob Title: Trade Compliance Operations AnalystAt Broadcom Corporation, we are seeking a highly skilled Trade Compliance Operations Analyst to join our team. As a key member of our compliance team, you will be responsible for ensuring the company's compliance with all relevant export control regulations and laws.Key Responsibilities:Perform day-to-day order...
-
Lending Analyst
3 weeks ago
San Diego, United States axosbank.com Full timeAxos Bank Target Range: $60,000.00/Yr. - $65,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an Annual Discretionary Cash Bonus Target: 5% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5% These discretionary...