ProSearch Recruiting Group · 5 hours ago
Customer Recovery Finance Analyst
Marin County
Full-time
Hybrid
Mid Level
$75K/yr - $82K/yr
3+ years expProSearch Recruiting Group is partnering with a growing organization seeking a detail-oriented and analytical Customer Recovery Finance Analyst to join their Finance team. This role focuses on analyzing, disputing, and recovering customer deductions related to trade promotions, pricing, discounts, and allowances, playing a key role in protecting revenue and improving compliance with customer agreements.
Staffing & Recruiting
Responsibilities
Assist with month-end close activities, including reconciliation of deduction balances and reporting of aged items
Prepare general ledger journal entries and support the monthly accounting close
Assist with accounting analysis related to reserves and accruals for discounts and allowances
Support internal and external audits by preparing documentation as needed
Analyze customer deductions and chargebacks to identify invalid or unauthorized claims
Investigate discrepancies by comparing deductions against trade agreements, promotions, and pricing terms
Prepare and submit detailed recovery claim packages, including supporting documentation
Track, monitor, and report on dispute activity and recovery progress
Maintain accurate records of open and resolved deductions within ERP and deduction management systems
Partner closely with Sales, Trade Marketing, Customer Service, and Accounts Receivable to validate deduction legitimacy
Build and maintain relationships with customer Accounts Payable teams to facilitate resolution
Recommend and support improvements to deduction management and recovery processes
Qualification
Required
Bachelor's degree in Accounting, Finance, Business Administration, or a related field required
3–5 years of experience in deductions management, accounts receivable, trade spend analysis, or customer finance
Strong Excel skills (pivot tables, formulas, lookups)
Experience working with ERP systems
Strong analytical and problem-solving skills
Exceptional attention to detail and organizational abilities
Clear and effective written and verbal communication
Ability to work cross-functionally in a collaborative environment
Customer-focused mindset with strong negotiation and conflict-resolution skills
Ability to manage multiple priorities in a fast-paced environment
Solid understanding of financial controls and compliance
Self-starter with a proactive, ownership-driven approach
Preferred
Prior experience supporting large retail or wholesale customers preferred
Familiarity with common trade promotion and deduction practices
Interpreting and analyzing trade promotion agreements or customer contracts
Managing disputes through customer portals
Experience with EDI deductions and retailer-specific compliance processes
Exposure to AI-enabled solutions supporting deductions or analytics
Exposure to deduction management tools is a plus
Familiarity with customer portals and dispute workflows
Company
ProSearch Recruiting Group
We specialize in providing professional talent for only the best organizations.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase