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Casper's Ice Cream · 4 days ago

Deductions and Sales Analyst

United States

Full-time

Remote

Mid Level

Casper’s Ice Cream is a family-founded business aiming to become a nationally recognized branded CPG company. The Deductions and Sales Analyst is responsible for protecting revenue by identifying and resolving customer deductions and pricing discrepancies while collaborating with various departments to ensure financial integrity and operational efficiency.

Food and BeverageManufacturing

Culture & Values

Responsibilities

Identify, investigate, and resolve customer deductions, short payments, and account discrepancies accurately and in a timely manner

Validate deductions by analyzing pricing, promotional terms, delivery and order dates, proof of delivery (PODs), and supporting documentation

Process deductions efficiently while identifying opportunities to reduce recurrence and improve processes

Review low-dollar deductions to identify trends, root causes, and mitigation strategies

Assist in validating and eliminating non-compliance deductions

Partner with Sales to monitor customer adherence to pricing, promotional terms, and other conditions of sale

Collaborate with Sales and Brokers to ensure promotional discounts, pricing, and invoicing accuracy

Work strategically with Sales to resolve promotional-related deductions and recurring pricing issues

Influence Sales to address both valid and invalid deductions, including upstream process improvements

Maintain and validate data inputs in Casper’s Trade Promotion Management (TPM) system (Modus)

Engage with Sales, Finance, Customer Operations, and Supply Chain to resolve complex customer account challenges

Document and manage customer-specific information, including portal access, payment timing, terms of sale policies, and dispute resolution processes

Support month-end accrual processes related to trade promotions and deductions

Understand P&L impacts of trade promotion discounts, pricing conditions, and deductions

Create, maintain, and analyze daily and monthly deduction and sales reports

Develop and leverage system tools and reports to support deduction management and decision-making

Utilize advanced Excel skills to analyze data, identify trends, and support recommendations

Learn, manage, and support Trade Promotion and deduction management systems

Train others on deduction systems, processes, and best practices as needed

Develop and maintain best practices for customer account and deduction management

Identify root causes of recurring deductions and implement strategies to reduce or eliminate them

Lead projects and support new or improved process implementation

Influence leadership and stakeholders to adopt upstream process improvements that reduce deductions and improve efficiency

Independently manage priorities, make sound business decisions, and escalate issues appropriately

Successfully manage KPIs and consistently meet performance targets

Qualification

Analytical skillsMicrosoft ExcelDeduction managementTrade Promotion ManagementAccounts receivableCommunication skillsOrganizational skillsLeadership capabilityCross-functional collaboration