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Intelliswiftposted about 1 month ago
$25 - $30/Yr
Full-time - Entry Level
Edina, MN
Professional, Scientific, and Technical Services

About the position

Seeking a financial analyst at its Edina, MN office to support its Consumer Electronic business with a key retailer. This role will serve as the central point of contact with the retailer's analysts, and financial, and post audit teams on the financial matters of the business. A major responsibility of this role will include validating, disputing, and processing billing claims. This role will work closely with the sales and supply chain team to determine the validity of these claims. Finally, the coordinator will play a lead role in driving the resolution on outstanding financial issues with the retailer.

Responsibilities

  • Manage budgeted MDF (Marketing Development Funds) for use with key retailer
  • Maintain and analyze budget worksheets. Present budget analysis to internal team advising on potential over/under spends.
  • Receive claims and chargebacks against MDF and Sales budgets. Validate claims, investigate chargebacks, and gather necessary backup documentation.
  • Process and submit claims in SAP for payment
  • Research and drive resolution with retailers on disputed chargebacks and post-audits
  • Maintain tracking mechanism for approved spending programs. Work collaboratively with the Sales team to obtain necessary spending approvals
  • Serve as the single point of contact with the retailer's analyst, financial teams, and audit teams surrounding financial matters of the business
  • Additional duties and responsibilities as assigned

Requirements

  • Bachelor's Degree with 2-3 years experience in an accounting or finance-based role
  • Proficiency in using Tableau and Alteryx
  • Strong communication skills
  • Ability to work independently & manage multiple competing demands
  • Participative & collaborates to problem solve
  • Ability to meet deadlines under pressure
  • Analytical, attention to detail and accuracy
  • Proficient with Microsoft Office Suite - High proficiency in Excel
Hard Skills
Alteryx
2
Tableau
2
Client Services
1
Microsoft Office
1
Project Management
1
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Soft Skills
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