Trade Analyst

This is a fully remote position, open to applicants in Utah.

📋 Description

• Reconcile customer invoicing with reporting from 3PL inventory.

• Process and allocate customer deduction expenditures to the appropriate GL accounts.

• Accurately and promptly apply daily cash receipts to customer accounts and reconcile them.

• Validate material offsets and deductions charged against invoices, including trade plan spending through trade planning software.

• Engage and collaborate with both internal and external stakeholders, customers, and brokers.

• Analyze trade deductions, claims, and promotions to uncover trends and root causes.

• Provide insights aimed at enhancing trade spending efficiency and minimizing outstanding receivables.

• Prepare and sustain weekly AR aging reports, summaries of customer payment performance, and KPI dashboards.

• Document trade agreements, payment terms, and credit policies; report on instances of non-compliance.

• Investigate and resolve disputes regarding pricing, promotions, and deductions.

• Collaborate with sales, commercial finance, and customer service teams to address issues.

• Identify and implement improvements in AR management and trade analysis processes.

• Aid in automating AR and trade finance workflows through uploads, scanners, and Power BI reports; partner with IT on customer-specific tools.

• Ensure adherence to internal controls, accounting standards, and trade finance policies.

• Dispute and collect incorrect material offsets and deductions.

• Collect outstanding receivables to meet days sales outstanding targets.

• Administer credit procedures for both new and existing customers.

• Assist with the monthly financial statement close, reconciliations, and accruals.

• Contribute to annual audit documentation.

⛳️ Requirements

• Exceptional attention to detail and a highly organized mindset.

• Proficiency in the MS Office suite, particularly Excel.

• Experience with ERP and Trade Management systems.

• Self-motivated and accountable individual.

• Ability to excel in a rapidly growing organization.

• Strong written and verbal communication skills, including the ability to present information and summarize key concepts.

• Bachelor’s degree in accounting is preferred.

• Experience in the CPG industry is preferred.

• Familiarity with NetSuite and BluePlanner is preferred.

• Legal authorization to work in the United States.

• Capability to address questions regarding Trade Analyst experience in the CPG industry, proficiency in BluePlanner, and Excel skills.

🏝️ Benefits

• Competitive health, dental, and wellness benefits starting from the first day of employment.

• 401k match.

• Annual discretionary bonus program.

• Medical, dental, and vision plans.

• FSA & HSA accounts.

• Life & ADD Insurance.

• Short Term & Long-Term Disability Insurance.

• Cell Phone & Internet Stipend.

• Relocation assistance.

• Annual Professional Development Stipend.

• Travel Reimbursement.

• Annual performance bonus.

• Employee Equity Plan.

• Access to a company fleet of snowboards and other equipment.

• Wellness lifestyle allowance (B.E.A.R Bucks).

• Mental Health Therapy Benefit & the Calm app.

• Unlimited flapjacks.

• Responsible Time Off.

• Early-out Fridays.

• Parental leave.

• Casual dress code.

• A variety of other unique perks from Kodiak.