Trade Finance Associate

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.

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.

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

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.

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

This is a Contract position based out of Solon, OH.

The pay range for this position is $30.00 - $30.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Solon, OH.

This position is anticipated to close on Sep 7, 2026.