Deductions Analyst - Order to Cash
About The Position
The Trade Deductions Analyst is responsible for analyzing, validating, and resolving customer deductions related primarily to trade promotions, marketing programs, compliance claims, and other trade‑related activities. This role ensures accuracy within accounts receivable by reviewing customer documentation, confirming deduction validity against approved promotional agreements, and disputing invalid deductions through customer portals or formal correspondence. The analyst collaborates closely with Sales to interpret promotional contracts, reconcile customer accounts, and support recovery of unauthorized or non‑compliant deductions. This position plays a key role in the Order-to-Cash (O2C) process by maintaining clean deduction aging, identifying trends that drive deductions, and contributing to continuous improvement initiatives to reduce future deduction volume.
Requirements
- Bachelor's degree in finance, Business, or related field (preferred but not always required).
- 2–4 years of experience in accounts receivable/ deduction management
- Strong analytical skills with the ability to interpret financial and operational data.
- Proficiency in ERP systems (preferably D365) and customer portals.
- Advanced Excel skills (VLOOKUP/XLOOKUP, pivot tables, formulas).
- Excellent communication and documentation skills.
- Ability to work cross-functionally and manage multiple priorities.
- Strong attention to detail and problem-solving mindset.
Responsibilities
- Deduction Review & Validation
- Review customer trade related deductions for accuracy and proper authorization.
- Validate deductions against promotional agreements, trade spend accruals, marketing contracts, and internal approvals.
- Confirm that deduction of documentation aligns with company policies and program terms.
- Documentation Analysis & Research
- Gather and analyze backup documentation from customer portals, debit memos, promotional agreements, and internal records.
- Identify discrepancies, missing information, or invalid claims requiring dispute.
- Deduction Resolution & Disputes
- Prepare and submit disputes for unauthorized or unsubstantiated deductions.
- Upload supporting evidence and dispute summaries to customer portals or communicate through formal correspondence.
- Track dispute statuses to ensure timely resolution and recovery.
- Cross-Functional Collaboration
- Partner with Sales to clarify promotion details, approvals, or customer specific requirements.
- Provide visibility to internal teams regarding recurring issues or high-risk deduction trends.
- Account Reconciliation & AR Support
- Maintain clean and organized deduction aging within the ERP and deduction management system.
- Data Management & System Maintenance
- Update and maintain deduction statuses within the deduction tracking system.
- Document actions taken, notes, and supporting evidence in the appropriate systems.
- Reporting & Trend Analysis
- Generate and analyze deduction reports to identify trends, root causes, and opportunities for prevention.
- Provide periodic updates on deduction of activity, outstanding disputes, and financial exposure.
- Continuous Improvement & Process Support
- Recommend process improvements to reduce future deductions and strengthen internal controls.
- Support audits, compliance checks, and policy updates related to trade spend and deduction management.
Benefits
- 100% company-paid medical, dental and vision insurance for employees (PPO, HMO and Kaiser options).
- A 401k plan with company match, short and long-term disability coverage.
- A generous PTO and sick policy that includes 13+ paid annual holidays.
- Wellness classes (fitness, mental health, nutrition, finance, etc.).
- An Employee Assistance Program, including membership for guided meditation for all employees.
- Monthly tech and wellness reimbursement.
- An infinite supply of Liquid I.V. for endless hydration!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
