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Trade Analyst

Redwood City, CA 94063

Posted: 11/16/2023 Employment Type: Contract Job Category: Accounting & Finance Job Number: 581284 Country: United States Is job remote?: Yes

Job Description

Trade Analyst
6-month contract
Location: Remote (PST hours)


Must Haves:
  • Bachelor's degree in Accounting, Finance, Economics or related field
  • 3-4 years of accounting related experience
  • 2+ years specifically related to deductions
  • Strong with Excel
  • Knowledge of ERP systems and payment processing systems
  • CPA

Job Summary:

  • Responsible for the timely, accurate and approved entry and maintenance of trade settlements in the TPM system.
  • Verify promotion details by confirming alignment of terms against customer contracts and communicate discrepancies.
  • Work with Sales, Sales Ops, Finance and Trade Promotions Team to confirm terms of customer contracts and help communication and resolve discrepancies.
  • Analyze and validate volume data and issue rebate payments in a timely manner.
  • Timely review deviated billing with Sales and connect with customers to collect any money disagreed upon.
  • Work closing with accounts receivable team to reconcile check details with bill-backs.
  • Help to provide status reports regarding open items within the reconciliation to Trade Promotion Accountant(s) and Manager – Revenue Accounting.
  • Help calculate month-end accruals and update monthly roll forwards for trade related reserve and liability accounts.
  • Record journal entries as considered appropriate. Help verify trade related deductions are captured in our TPM or ERP and are accurately accounted for.
  • Assist with special tasks/projects as requested by the Revenue Accounting Team.
  • Bachelors in Accounting, Finance or Economics
  • CPA preferred
  • Knowledge of ERP systems and payment processing systems
  • Strong excel skills, knowledge of accounting for accruals and estimates
  • Willingness to continue to improve and learn
  • 3-4 years of accounting related experience, 2+ years specifically related to deductions
  • Excellent verbal and written communication skills
  • Open to direct feedback and constant change
  • Be willing to roll up your sleeves and get the job done
  • Embrace fast paced environment and adopt quickly to changes
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