SALARY: $129,600-$153,900, bonus and long-term incentive eligible
ROLE SUMMARY:The Manager, Performance & Planning, Phorm Energy will support the Retail Sales organization by leading business planning, performance management, budget oversight, and strategic business analysis. This role will partner closely with the Phorm Retail team and Commercial Intelligence to create clear visibility into business performance, improve operating routines, and help ensure resources are allocated against the highest-impact growth opportunities.
The ideal candidate brings strong analytical capabilities, financial acumen, project management skills, and the ability to turn complex information into clear recommendations that drive action.
JOB RESPONSIBILITES:- Lead planning processes for the Phorm Retail organization, including annual plans, business reviews, KPI tracking, and priority initiatives.
- Manage the Retail team's budget, resource allocation process, forecasts, and spend reporting to ensure investments align with business priorities.
- Own recurring business routines, including New Item Meetings, Spring Reset recaps, monthly programming cascades, weekly chain performance updates, and leadership reviews.
- Partner with Commercial Intelligence to develop and maintain reporting tools, scorecards, dashboards, and performance tracking solutions.
- Deliver weekly, monthly, and quarterly business updates highlighting performance trends, risks, opportunities, and recommended actions.
- Conduct strategic deep dives to identify growth opportunities, improve execution, and address performance gaps across customers, channels, and initiatives.
- Support the development of retailer-specific business strategies through analytics, insights, and fact-based recommendations.
- Drive information flow and organizational alignment through meeting recaps, action tracking, communications, and follow-up routines.
- Identify opportunities to simplify processes, improve team effectiveness, and enhance retail planning capabilities.
- Partner cross-functionally with Sales, Commercial Intelligence, Finance, Marketing, Revenue Management, and Field Sales teams to support business objectives.
JOB QUALIFICATIONS:- Bachelor's degree in Business, Finance, Economics, Marketing, Analytics, or a related field preferred.
- 3+ years of experience in sales operations, commercial strategy, business planning, finance, revenue management, consulting, or related functions.
- Strong analytical and problem-solving skills with the ability to translate data into actionable business recommendations.
- Experience managing budgets, forecasts, financial reporting, or resource allocation processes.
- Demonstrated ability to build and manage performance management routines, KPI frameworks, and business reviews.
- Advanced Excel skills required; experience with Power BI, Sigma, NielsenIQ, Circana, Numerator, or similar business intelligence tools preferred.
- Strong PowerPoint and presentation-building skills.
- Excellent communication and stakeholder management skills with the ability to influence cross-functional teams.
- Strong project management capabilities, attention to detail, and ability to manage multiple priorities simultaneously.
- Experience in beverage, CPG, retail, or related industries preferred.
- Ability to thrive in a fast-paced environment with ambiguity and changing priorities.
BENEFITS: - Health benefits including Medical, Dental, Vision, Wellness and Tax-Advantaged Savings and Spending Accounts
- Life Insurance and Disability Income Protection
- Generous Parental Leave and FMLA policies
- 401(k) Retirement Savings options with a company matching contribution
- Chance to work in a fast-paced environment among a company of owners
- Free Beer!
