Overview:
We're looking for a dedicated, hardworking Trade Finance Analyst to assist with the development of annual business plans, trade spend tracking & reporting, pricing analytics & management, and various projects to support the sales operations functions. The role will assist the Trade Finance Manager in performing all analytical, tracking, and management duties surround the trade finance & pricing management deliverables as well as sales operation duties related to planning & reporting as identified by the Trade Finance Manager and the Senior Director of Sales Operations.
**MUST BE ABLE TO MEET THE IN-OFFICE HYBRID REQUIREMENT 2 days a week in office, Downtown Los Angeles
How you’ll help:
- Build & implement pricing analytical tools to improve visibility and ROI for the pricing function. Key deliverables will include pricing architecture management, GSV rate analysis, volume / price mix, price elasticity forecasting, depletion allowance tracking, and assist with ongoing pricing strategies.
- Implement & co-manage Pricing 2.0 software package; Design, implement, and manage pricing execution and billback process reporting and issue resolution.
- Manage Anaplan pricing integration through close collaboration with the sales operations team & HQ finance to drive pricing architecture integration within the Anaplan sales planning tool.
- Integrate pricing 2.0 and other pricing system updates into the Encompass system to continue to improve pricing management and quickly identify & manage errors in the system.
- Manage Trade Spend budgets through collaboration with the Key Accounts, Distribution, Field Activation, Canada, Sales Operations, & Trade Finance to support the Sr. Director of Sales Operations & the Trade Finance Manager with all trade spend management duties across all commercial teams through monthly tracking & reporting as well as ad hoc analysis and monthly meetings with the commercial divisions.
- Manage the distributor billback function to streamline efficiency and cost savings including the design and management of all billbacks and all reimbursement analysis and reporting to allow the commercial teams to drive efficiencies and cost savings.
- Assistance with the ongoing Anaplan integration process through design changes, management, and implementation of all upgrades and changes.
- Assistance with the development of volume forecasting solutions to continue to improve the accuracy of financial sales & trade sales volume forecasting, free goods & sampling cost projections, and overall demand planning to inform the IBP process.
- Execute various efficiency projects to maximize commercial lity & overall profitability through RTM transition analysis, New Account viability assessments, and Pickup vs. delivery cost / impact analysis.
What you’ll provide:
- 3+ years of CPG industry (beverage preferred) experience working with DSD beverage distributors & chain retailers and the related management of pricing function, volume forecasting, and trade spend reporting & management.
- 3+ years of experience with VIP depletion reporting data & other related software packages (Encompass, Netsuite, and Anaplan preferred).
- Current Driver's License with clean driving record and meet DOT driving standards.
- Various routes to market experience in DSD (preferably beer and non-alcoholic), Direct warehouse, Broadline Distributors (Vistar, US Foods, Sysco, Dot Foods)
- Exceptional communication, presentation, planning, negotiation, and analytics skills.
- Advanced level Microsoft PowerPoint and excel skills.
- Execute core role responsibilities as summarized below:
How you’ll be successful in this role:
Strategic Business Planning: Success in this role involves the ability to build comprehensive financial analytics & reporting to support annual business plans for each customer, in collaboration with assigned Key Accounts (KAs). These plans should effectively deliver on revenue, volume, profit, and market share goals through a well-structured joint business planning process with key commercial leaders.
Accurate financial analytics and reporting to enhance budget management & profitability realization: Achieving business plan goals is essential. Successful candidates should demonstrate the capability to consistently deliver reporting and analytical tools across the various commercial teams. Additionally, being proactive in collaborating with HQ Finance team to update business plans, RE1 forecasts, and revenue/profitability management to achieve annual company business objectives.
Alignment with Sales Operations and Trade Finance to achieve annual business plan objectives: Alignment across all commercial departments, Operations, and HQ Finance will be critical to achieving annual business objectives while also driving efficiency and profitability across the organization. Driving increased accuracy for volume and spend forecasts will add value to operations and the IBP process to achieve ongoing COGS savings leading to increased profitability
TRAVEL & PHYSICAL REQUIREMENTS:
Role will be based in the Los Angeles office & will require limited travel.
The pay range for this role is an estimate based on a wide range of compensation factors; actual pay offered may vary based on (but not limited to) work experience, education and/or training, critical skills, and/or business considerations. Sales commissions and/or variable pay plans are also offered depending on the position (ex: monthly, quarterly, annual bonuses). Additionally, we offer a competitive benefits package including top-tier benefits, comprehensive medical, dental, and vision plans, employee life and disability, mental health benefits, paid medical leave, paid company holidays, and paid time off, as well as opportunities for career growth and advancement within our team!
Yerba Madre—formerly Guayakí Yerba Mate—is the nearly 30-year pioneer of regenerative yerba mate [yer-bah ma-tay] and the category leader in ready-to-drink mate beverages across North America. The name Yerba Madre, meaning “Mother Herb,” is a tribute to Mother Earth and the ancestral wisdom of the Indigenous communities who have cultivated yerba mate for generations —a reflection of the values the brand has championed since day one.
Headquartered in Sebastopol and Venice, California, Yerba Madre sources organic, shade-grown yerba mate in direct partnership with 255 family farmers and Indigenous communities across Argentina, Brazil, and Paraguay. Using its Market Driven Regeneration™ model, every purchase helps reforest the Atlantic Forest, support fair trade premiums, and build long-term economic resilience for grower communities.
In 2025, the brand became the world’s first yerba mate to achieve Regenerative Organic Certified™ Gold® status——setting a new global standard for ecological integrity, cultural respect, and environmental restoration.
As an original founding member of the B Corp community and a founding member of the Purpose Pledge, Yerba Madre is committed to ethical business practices across ten key pillars, including climate positivity, living wages, circularity, and inclusion. Yerba Madre is available in over 45,000 retail locations across the U.S. and Canada. To learn more, visit www.YerbaMadre.com.
Yerba Madre is an equal-opportunity employer committed to creating a diverse and inclusive workplace. All qualified applicants will be treated with respect and receive consideration for employment without regard to race, color, creed, religion, sex, gender identity, genetic information, sexual orientation, national origin, disability, uniform service, Veteran status, age, or any other protected characteristic per federal, state, or local law, including those with a criminal history, in a manner consistent with the requirements of applicable state and local laws, including the CA Fair Chance Initiative for Hiring Ordinance.Top Skills
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