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    Trade Finance Analyst - Los Angeles, United States - Zevia

    Zevia
    Zevia Los Angeles, United States

    3 weeks ago

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    Description
    Job Type

    Full-time

    Description

    About Us

    At Zevia we're creating a world of better-for-you flavor, better for people and the planet. Our team is made up of builders who are passionate about our mission. Together we aim to impact global health, provide affordable better-for-you products, and aid the planet through reduction of plastic.

    We operate with passion, openness, gratitude, accessibility, humanism, humility, and scrappiness as we fight the good fight to change the beverage industry for good.

    Summary


    The Trade Finance Analyst will report to the Manager, Trade Finance and will be a key contributor to the Finance team in the area of deduction management and analysis.

    This role is critical in the successful tracking of key data components for Finance and Sales operations. The role requires administrative data entry work with a focus on accuracy and compliance. The role works across functions and as the company grows, this position will grow in responsibility.

    The Trade Spend Analyst will be focused on three primary performance metrics:
    Timely delivery and accuracy of reconciliation of customer deductions
    Cross functional collaboration with Sales Planners and Sales to ensure accuracy and compliance of deductions with promotional plans and contracts
    Customer deduction analysis to provide insight on trends for accuracy of month end accruals and customer P&L reporting

    Responsibilities

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    Perform daily reconciliation of all customer deductions in Trade Promotion Management (TPM) Software
    Monitor and analyze accuracy of customer deductions against Sales promotional plan through our TPM Software
    Serve as the liaison between the Sales and Accounting teams to address discrepancies stemming from mismatched deductions and promotion contracts
    Assist in the management of our Sox Compliance, audit, and disputes process
    Identify and analyze customer deduction trends to ensure accuracy of trade accruals and customer P&L reporting
    Manage and reduce outstanding suspense balance in TPM Software on monthly basis
    Assist in accounting month end close processes
    Engage with third party vendor in the deduction reconciliation process
    Support Sales in accuracy of promotional plan in TPM Software
    Data entry of sales promotional plan for key accounts into TPM Software
    Ad-hoc reporting as needed

    Requirements

    Preferred Education and Experience
    Bachelor's degree in Finance, Accounting, or a related field
    1-2 years of relevant work experience
    Consumer Packaged Goods and deduction management is a plus
    Understanding of Accounting terminology and principles
    Excellent time management and communication skills
    Highly organized and the ability to thrive in a fast-paced environment
    Detail oriented, proactive, and a collaborative team player
    Strong analytical skills and a problem solver
    Takes initiative and seeks out new innovative ideas and solutions
    Proficient in Microsoft Excel (v-lookup, pivot tables, formulas)
    Knowledge of Trade Promotion Management (TPM) Systems is a plus

    Supervisory Responsibility

    This position has no direct supervisory responsibilities.

    Work Environment

    This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

    Physical Demands


    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds.

    Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

    Position Type

    Full-time

    Work Authorization/Security Clearance

    Must be eligible to work in the US

    EEO Statement

    We are committed to providing equal employment opportunities for all qualified job candidates and employees.

    To that end, Zevia maintains a workplace free of discrimination and harassment on the basis of an individual's race (including traits historically associated with race, such as hair texture and protective hairstyles such as braids, locks, and twists), color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical condition), gender (including gender identity, gender expression, change of sex, and transgender status), sexual orientation, sexual and reproductive health decisions, height, weight, age, any physical or mental disability (including gender dysphoria or similar gender-related conditions), medical condition, national origin, ancestry, marital status (including registered domestic partnership, civil union, or any other partnership status), familial status, caregiver status, military or veteran status (including unfavorable discharge from military status), genetic information, genetic testing, predisposing genetic characteristics, caregiver status, order of protection status, work authorization status, citizenship status, immigration status, conviction record or history, arrest record, pre-employment marijuana testing, credit history, salary history, Civil Air Patrol status, status as a victim of domestic violence, assault, or stalking, or any other characteristic protected by applicable local, state, or federal law (each, a "Protected Characteristic").

    Other Duties


    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

    Duties, responsibilities, and activities may change at any time with or without notice.

    What We Offer
    A collaborative environment, where everyone contributes and delivers
    A place where you can grow, develop and learn
    Competitive compensation that includes a base salary, discretionary bonus and stock options. See below for range.
    A comprehensive benefits package which includes:

    An array of medical plans
    Dental
    Vision
    Group Life Insurance
    Short-term disability + Long-term disability

    Flexible Spending Accounts:
    Medical, Dependent and Limited Use
    Health Savings Account
    Accident Insurance
    Critical Illness Insurance
    Hospital Indemnity Insurance
    Legal Insurance
    Travel Assistance
    Employee Assistance Program
    Pet Insurance
    401k Plan (Traditional and Roth)
    Vacation, Personal/Sick Days, and Holidays
    Professional development contributions
    And of course, all the Zevia you can drink

    Salary Description

    $30-$31 per hour / bonus / equity
    #J-18808-Ljbffr
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