Trade Finance Support Analyst

Hybrid role

Job Description:

• Work Location : Solon, OH - HYBRID
• Work Schedule : FT / M-F / 9-5

POSITION SUMMARY:

• The Trade Finance Support (TFS) Analyst plays a critical role in supporting sales and finance with trade operations by ensuring accurate data entry, validating financial transactions, reconciling trade activities, and delivering timely reporting and insights to stakeholders.
• Each TFS Analyst is assigned to specific Account Managers and customer accounts, serving as the primary point of contact for all trade promotion-related work.
• This includes managing system updates, maintaining compliance, and driving accuracy across trade processes.
• The role requires close collaboration with CAM/DSM teams, Field Finance, and Account Managers to ensure seamless execution of trade programs and financial integrity.

JOB DUTIES/RESPONSIBILITIES:
Data Management & System Updates:

• Input and maintain accurate trade updates and changes in XTEL.
• Validate and update necessary changes to ADL (Assortment Distribution List).
• Work with CS to ensure customer profiles are accurate and up to date.

Forecasting & Planning:

• Send Sales Reports to CAM/DSM for review and schedule forecast review calls.
• Validate forecast numbers and ensure alignment with TRR (Trade Review Report).
• Support planning tools such as X11 Planning Tool and Weekly Event Spend Report.
• Review and revise the forecast before the lock date of each month.
• Call out gaps and trends based on prior month/year performance.

Trade Management & Reconciliation:

• Review and reconcile events to ensure goals and TRR align with Sales Finance.
• Manage promotional data updates and ensure accuracy across systems.
• Daily SDB (sales bulletins) review and follow up actions.

Invoice & Deduction Processing:

• Validate invoice backup and process payments in XTEL.
• Match deductions to promotions; collaborate with Business Partners to resolve mismatches.
• Manage weekly deduction reports and escalate unresolved issues.
• Collaborate/assist on UADs. Review the 054/055 report to determine if money can be applied to UADs.
• No Paperwork Deductions - review and assist on aged cases over 60 days.

Cross-Functional Collaboration:

• Participate in monthly Sales and Trade review calls with Field Finance, Account Managers, and CAM/DSM.
• Coordinate with CAM/DSM for updates, clarifications, and issue resolution.
• Facilitate Monthly Training - Refreshers and Best Practices.

EDUCATION REQUIREMENTS:

• Bachelor’s degree required or equivalent experience defined as a minimum of 4 years of relevant, professional-level experience in a similar field.

EXPERIENCE & SKILLS REQUIREMENTS:

• 1-2 years of professional experience in areas such as Accounts Payable, Accounts Receivable, Sales, or Sales Support.
• Ability to work independently with minimal supervision while maintaining accountability for results.
• Strong communication skills, clear, concise, and effective in both written and verbal formats.
• High attention to detail with the ability to thrive in a fast-paced, dynamic environment.
• Excellent time management and organizational skills to handle multiple priorities simultaneously.
• Proven ability to manage complex workflows and adapt to shifting priorities.
• Strong analytical and problem-solving skills, with the ability to troubleshoot issues effectively.
• Advanced computer proficiency and a demonstrated ability to learn new systems quickly.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with intermediate Excel skills including pivot tables and VLOOKUP.

About us:
At our organization, we take our mission and values to heart! We are on a mission to offer more and better jobs all over the world! Our goal is to care for you while you care for our clients and get you paid the highest pay possible. All our associates working with us are expected to embrace our RACE values: R - Results Matter, A- Approachable, C - Care, and E - Emergency i.e. work with a sense of urgency.

For more relevant job opportunities please visit our website: Denken Solutions Careers