Business Analyst - Business Financial Admin - Order to Cash

Responsibilities

Deduction Management:

• Investigate and resolve all trade deductions received from retail customers, including but not limited to short pays, chargebacks, claims, rebates, allowances, and repays.
• Analyze deductions to identify missing documentation based on existing policies and determine next steps for resolution.
• Prepare and present supporting documentation for deduction disputes.
• Maintain accurate records of all deductions and disputes.
• Collaborate with sales teams, customer service, and accounting to ensure timely and accurate deduction resolution.
• Clear deductions while adhering to monthly process metrics.
• Analyze datasets related to deductions in various formats (e.g., images, PDFs, Excel) and utilize insights for the deduction clearing process.
• Provide excellent customer service to both internal and external stakeholders.

Leadership & Client Support:

• Act as the primary first-line resource for teammates, providing guidance, troubleshooting, and on-the-job training.
• Lead performance metric reporting, sharing key insights with clients and leadership.
• Manage client relationships, ensuring expectations are met and issues are proactively addressed.
• Support process improvement initiatives to enhance efficiency and accuracy in deduction management.

Required Skills & Experience:

Required

• Experience working with trade deductions for CPG retailers and manufacturers.
• Working knowledge of the Consumer Packaged Goods (CPG) and/or Grocery/Retail industries.
• Excellent interpersonal and leadership skills.
• Experience in Order to Cash processes, specifically Deductions Management and Trade Promotions Management.
• Advanced Excel skills, including VLOOKUP, pivot tables, and data analysis.
• Excellent written and verbal communication skills.
• Ability to effectively communicate with customers, sales teams, and accounting departments.
• Strong relationship-building skills with both internal and external stakeholders.
• Proven ability to identify, understand, and resolve complex deduction and dispute issues.
• Understanding of basic accounting principles, concepts, and practices.

Preferred Experience

• Experience with ERP systems such as SAP, Oracle, and HighRadius is a plus.
• Experience with retailers or consumer packaged goods manufacturers, such as (but not limited to): Walmart, Target, Kroger, Costco, Amazon, Publix, Procter & Gamble (P&G), Unilever, Coca-Cola, PepsiCo, Nestl, Johnson & Johnson, Mondelez, Kellogg's, Albertsons, Church & Dwight, Colgate, Energizer, Mizkan, Haleon, Keurig Dr Pepper, Maruchan, McCormick, Henkel, T. Marzetti, StarKist, Upfield, Mars, SC Johnson, Bozzuto's, and HEB.

This role offers an opportunity to take on expanded responsibilities while advancing your career in deduction management. If you are passionate about problem-solving, client management, and team leadership, we encourage you to apply.

"The approximate hourly base compensation range for this position is $27 to $30 per hour. The actual offer, reflecting the total compensation package plus benefits will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity."

Los Angeles, California based candidates are not eligible for this role.