Joseph Dunn
Boston
Summary
Trade Promotion Analyst with 6+ years of experience in CPG sales, revenue management, and trade analytics. Aspirations of growing my career in the CPG industry, specifically along the sales planning route. Analytics and strategy driven with a sales and data background.
Overview
6
6
years of professional experience
Work History
Trade Promotion Analyst
Welch's
05.2023 - Current
- Lead system trainings for Trade Promotion Optimization, Trade Promotion Management, and Power BI systems for sales teams
- Manage system maintenance and enhancements with IT partners which includes successful testing of new functionality on 5+ enhancement builds
- Validate data extracted from various trade systems is clean and accurate
- Lead sales planning of volume, gross sales and in trade spend within TPO and TPM systems for retail, international, food service, and B2B channels
- Reduced end of year trade accrual 50% compared to prior year, ensuring the amount was accurate within $1M of matched trade
- Lead analysis on promotional effectiveness; evaluating ROI, lift index, trade spend and quality merchandising
- Established fitness calls with sales team leads to ensure accurate forecasting and promotional planning, as well as keeping all internal stakeholders up to date on current risks and opportunities
- Develop and manage a report that shows sales teams a latest estimate of gross sales and trade spend to better plan within approved trade guidelines
Revenue Management Analyst
Roland Foods
10.2021 - 05.2023
- Owned and executed a list price increase of over 1,000 different specialty grocery items
- Managed the pricing and promotional rules of over 200 retail customers including Wal-Mart, Amazon, and Kehe
- Researched comparable grocery items, including competitive products and new innovative launches, to determine a competitive SRP
- Worked with Procurement, Demand Planning, and International Logistics to determine landed cost of items
- Modeled the impact of temporary price reduction programs and slotting expenditures to grocery retailers
- Presented pricing offers for grocery store category reviews to Executive team for approval
- Communicated with sales to understand costs of doing business with different grocery distributors and retailers
- Created and modeled pricing proposals that won over 5M dollars in new business
Territory Sales Manager
Altria Group Distribution Company
07.2018 - 10.2021
- Responsible for selling contracts, promotions, and new products to existing, independently owned retail partners
- Improved visibility, inventory levels, and pricing strategy of products
- Conducted analysis of promotions in unique markets to determine actions that optimize the value of products
- Provided periodic updates and support regarding our trade programs to a local wholesaler
Education
Master of Science - Management
Fordham University Gabelli School of Business
New York, NY03.2021
Bachelor of Science - Finance
University of Connecticut
Storrs, CT05.2018
Skills
Team Collaboration and Leadership
System Training & Development
Systems Management
Documentation & Reporting
Data Research & Validation
Sales Planning
Promotional Strategy
Trade Analytics
Retail Pricing Strategy and Implementation
Microsoft Office
Power BI
Telus Blacksmith TPM & TPO
Timeline
Trade Promotion Analyst
Welch's
05.2023 - Current
Revenue Management Analyst
Roland Foods
10.2021 - 05.2023
Territory Sales Manager
Altria Group Distribution Company
07.2018 - 10.2021
Master of Science - Management
Fordham University Gabelli School of Business
Bachelor of Science - Finance
University of Connecticut
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