The Senior Analyst, Trade Finance serves as a key contributor to the promotional spend and financial operations within the Accounts Receivable (AR) organization, responsible for accurate processing, accounting, and financial analysis of promotional marketing programs, rebates, and national account deviated pricing programs developed by the Revenue Management and Sales teams.
Requirements
- Process high-volume customer national billback documentation from multiple sources and file formats (Excel, PDF, text documents, etc.)
- Take ownership of uploading and processing monthly billback accruals to customer accounts in the ERP system, ensuring accuracy and timeliness
- Analyze periodic gaps in national credits and collaborate with Sales and Accounts Receivable (AR) to resolve discrepancies
- Track customer contracts in the Trade Promotion Management (TPM) system and create corresponding trade allowance accruals in the ERP system
- Partner with the AR team to ensure all customer trade deductions align with approved contracts and support dispute resolution efforts
- Maintain operator and contra pend records within the TPM system
- Assist with the financial review of month-end contra accounting to ensure completeness, accuracy, and proper evaluation of prior-period activity
- Work cross-functionally to provide visibility and transparency into customer claims for ad-hoc reporting needs
- Identify and recommend opportunities for process improvements and enhanced procedures