The Planet Group
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http://www.theplanetgroup.com
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Trade Analyst
6-month contract
Location: Remote (PST hours)
$46-51/hr
Must Haves:
Job Summary:
Responsibilities:
Trade Analyst
400 Saginaw Dr, Redwood City, CA 94063 US
Posted: 11/16/2023
2023-11-16
2023-12-28
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)
$46-51/hr
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:
Responsibilities:
- 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