Senior Analyst, Trade Finance jobs in United States
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Roland Foods, LLC · 2 months ago

Senior Analyst, Trade Finance

Roland Foods, LLC, based in New York City, is an importer and distributor of high-quality specialty food products. The Senior Analyst, Trade Finance will contribute to promotional spend and financial operations within the Accounts Receivable organization, focusing on accurate processing and financial analysis of promotional marketing programs and trade finance.

Food and BeverageManufacturing

Responsibilities

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

Qualification

CPG trade planningDeductions managementTrade Promotion ManagementMicrosoft Office SuiteExcelAccessPrioritizeSelf-motivated

Required

3-5 years of relevant experience in CPG trade planning or deductions management
Proficiency with Microsoft Office Suite (PowerPoint, Outlook, Word, etc.)
Experience with Trade Promotion Management (TPM) systems
Strong understanding of customer program allowances and promotional pricing
Ability to prioritize and manage a high volume of tasks in a fast-paced environment

Preferred

Intermediate to advanced proficiency in Excel and Access
Proficiency with Microsoft Office Suite (PowerPoint, Outlook, Word, etc.)
Self-motivated and able to work independently while contributing to broader team objectives
Experience with Monarch and Microsoft SQL Server Management

Company

Roland Foods, LLC

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Since 1934, Roland Foods has inspired people around the world to explore their culinary passions with our portfolio of premium global ingredients.

Funding

Current Stage
Growth Stage
Total Funding
$125M
Key Investors
Harvest Partners Structured Capital
2017-01-09Private Equity· $125M

Leadership Team

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Keith Dougherty
Chief Executive Officer and Board Member
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Company data provided by crunchbase