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Analyst, Trade Management - Retail
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on New Hampshire data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$92,478 / year median in New Hampshire
-1% projected decline
Job Description
EXPERTISE
can help us shape the future of dairy. From your PASSION to ours Lactalis US Yogurt, part of the Lactalis family of companies, is currently hiring a Trade Management Analyst, Food Service based in Bedford, NH. The Food Service Trade Management Analyst will be responsible for processing and resolving trade claims, deductions, and accounts receivable issues for assigned food service customers, distributors, and operator accounts. This role partners closely with Sales, Food Service account teams, brokers, Customer Service, Supply Chain, and Finance to ensure accurate pricing, contract compliance, deduction validation, accrual support, and timely collection of invalid claims. The role will leverage strong knowledge of accounts receivable, trade spend management, customer contracts, pricing programs, and deduction resolution within the food service channel. Requirements From yourEXPERTISE
to ours Key responsibilities for this position include: Contribute to business improvement by educating and partnering with the sales team to help manage their financial requirements. Add value to our customers by providing a direct interface for all trade management and accounts receivable questions, issues, and problem resolution. Ensure internal control and financial integrity over the trade management process by validating transactions are recorded consistently with internal policies and accounting rules. Investigate and resolve invoice, pricing, and deduction issues by coordinating with Sales, Customer Service, Pricing, and Supply Chain. Collect customer invalid deductions. Establish cross-functional relationships to respond to the needs of the business: resolution of customer issues, improved management of trade spending, improved collections. Partner with Food Service Sales and broker teams to support customer-specific pricing, deviated pricing agreements, rebates, and promotional programs. Process accurate and timely application of cash receipts in accordance with established guidelines. Run Open Aging to review/resolve/track open short-pays and deductions for assigned group of customer accounts Support contract and program compliance for food service operators, chain accounts, distributors, and group purchasing organizations (GPOs), where applicable.Validate / Invalidate
Customer Deductions, ensuring accuracy of promotion contracts and promotion claims as a result of clearing Valids and identifying Invalids for Collection/Repay. Manage transactions in third Party Deduction Management System to ensure timely and accurate deduction clearing Process Payables weekly against Trade Deals in deduction management system and email remits to customers. Perform AD Hoc duties as assigned. From your STORY to ours Qualified applicants will contribute the following: Bachelor's degree is preferred. Majors in Business, Finance or related field is preferred. 3+ years accounts receivable, trade management and/or collection, contract compliance experience is required. Experience supporting food service, distribution, hospitality, restaurant, or broader food and beverage channels preferred. Experience with distributor billbacks, deviated pricing, rebates, promotional claims, or food service customer agreements preferred. Advanced Excel is required. Prior Food Service Accounts Receivable and collection experience required. Prior experience with Trade Management concepts and policies preferred. SAP and Trade system experience is preferred. Knowledge of GoSimple is a plus. At Lactalis, we offer a comprehensive Total Rewards Program with a variety of affordable benefits and coverage options. We support insurance costs significantly, contribute generously to retirement plans, and offer Paid Time Off from day one. We are committed to your professional growth, providing training and development opportunities, including Education Reimbursement. Join us and grow your career. Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations.Benefits
- Paid Time Off (PTO)
- Dental Insurance
- Other Retirement and Savings