Sr. Insights and Market Research Analyst

McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve – we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow’s health today, we want to hear from you.

Current Need:

The Senior Insights and Market Research Analyst will shape the strategy for understanding both consumer and B2B customer behavior, connecting business priorities with advanced research methods. This role is central to planning, executing, and tracking the financial impact of promotional programs for McKesson's CPG/OTC business. The position works closely with Category Management, Sourcing, Sales, SIOP, and Finance/Accounting to align promotions with business goals and ensure accurate financial integration. Strong analytical, financial, and cross-functional communication skills are essential. The ideal candidate is creative, proactive in solving complex problems, and able to drive new approaches that support business growth in a dynamic environment.

This is a Hybrid role in Dallas/Fort Worth. Candidate must reside within a commutable distance to Irving, TX.

Key Responsibilities:

Promotional Program Support

• Assist in the development and execution of promotional plans, providing analytical insights and recommendations.

• Track and monitor promotional performance against key metrics (e.g., sales lift, margin impact, inventory levels, trade spend effectiveness).

• Support the creation and maintenance of promotional calendars and timelines.

• Facilitate communication and information sharing regarding promotional activities across relevant teams.

• Assist in the development of promotional materials and communication to internal stakeholders.

Data Analytics and Reporting

• Collect, analyze, and interpret promotional data from various sources (e.g., sales data, POS data, market research, trade promotion management systems).

• Develop regular and ad-hoc reports on promotional performance, highlighting key trends, insights, opportunities for improvement, and potential discrepancies in trade spend.

• Identify and analyze the impact of promotional levers (e.g., pricing, display, features) on sales and profitability, including the associated trade spend and ROI.

• Support the post-promotion analysis process, providing comprehensive performance evaluations, recommendations for future programs, and detailed reconciliation of anticipated versus actual trade spend collections.

Financial Reconciliation and Trade Spend Management

• Develop pre-promotion estimates of anticipated trade spend and associated collections based on promotional plans.

• Track and monitor actual trade spend accruals and payments throughout the promotional period.

• Collaborate with Finance/Accounting to reconcile anticipated collections against actual realized collections, identifying and investigating discrepancies.

• Analyze variances between planned and actual trade spend, providing insights into the drivers of these differences.

• Support the development of reporting and analysis on trade spend effectiveness and ROI.

Collaboration with Category Management

• Partner with Category Management to understand category strategies, promotional budgets, and incorporate them into promotional planning.

• Provide analytical support to evaluate the financial effectiveness of category-specific promotions, including trade spend ROI.

• Assist in the development of promotional strategies that align with product lifecycle, category goals, and budgetary constraints.

Collaboration with Sourcing

• Collaborate with Sourcing to understand cost implications and supply chain considerations related to promotional activities, including any impact on trade spend agreements.

• Provide volume forecasts and insights to support sourcing and inventory planning for promotional periods, considering the financial implications of promotional volumes.

• Assist in evaluating the impact of promotional strategies on sourcing, supplier relationships, and associated trade spend.

Collaboration with SIOP

• Integrate promotional plans and forecasts, including anticipated trade spend, into the SIOP process, ensuring alignment between demand generation activities, supply chain capabilities, and financial expectations.

• Provide input on potential promotional impact to demand forecasts, inventory projections, and trade spend budgets.

• Participate in SIOP meetings to provide updates on promotional performance, future plans, and any potential financial risks or opportunities related to trade spend.

Minimum Requirement:

• Degree or equivalent and typically requires 7+ years of relevant experience in an analytical role, with exposure to trade spend management or financial analysis.

Critical Skills:

• 7+ years of experience in an analytical role, with exposure to trade spend management or financial analysis.

• Strong analytical and problem-solving skills with the ability to interpret data, generate actionable insights, and analyze financial variances.

• Proven track record and confidence to work with sophisticated data sets and understand their implications for the business. Proficiency in key data platforms such as excel, Power BI, and even extended to statistical packages such as SPSS as an additional beneficial skill for the team.

• Excellent communication and interpersonal skills with the ability to collaborate effectively across cross-functional teams, including Finance/Accounting.  

• Strong organizational skills and attention to detail, with the ability to manage multiple projects and deadlines, and ensure accuracy in financial data.

• Familiarity of promotional planning and execution principles, as well as trade spend accounting and reconciliation processes.

• Understanding with sales and marketing data and metrics, including financial metrics related to promotional ROI.

• Basic understanding of supply chain and inventory management concepts, and their impact on promotional costs.

• Ability to work independently and as part of a team.

Working Conditions:

• Hybrid remote/in-office in Irving, TX.

• Up to 10% travel required.

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here.

Our Base Pay Range for this position

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson’s full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page.

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