Equipment and Route Settlement Process Improvement Specialist

Job Summary

The CONA Settlement Process Improvement Specialist will be responsible for sustaining a strong partnership with CCBSS internal customers, outside service providers, and key partners (Bottlers, Finance, Audit, and Sales). This position will be responsible for analyzing, developing and executing the appropriate strategies in the management of an assigned customer group.

This position will be responsible for analyzing data to identify trends, developing processes or procedures to mitigate risk, defining and implementing the appropriate strategy to achieve performance metrics, and providing oversight for BPO's performance. The successful candidate must be able to support and accurately maintain all Settlement billing processed within the CONA SAP system. This position will also be in charge of analyzing the current business processes and making the necessary adjustments to improve efficiencies and results.

This could be achieved by automating areas of the current processes. This position will be responsible for the analysis of the equipment control process for client bottlers. This role will partner closely with the bottler on the operational process and oversee client equipment service billing. Execute period close settlement and eliminate settlement defects to maximize revenue. Develop and analyze reporting for weekly, monthly and annual client routines.

Leverage adhoc reporting analysis to identify opportunities and implement process improvement. Partner with the bottler and colleagues on opportunities within the process.

• Perform detailed analysis on billing discrepancies, including pricing issues and invoicing errors. Perform a complete comparative audit of inventory movements vs. billing correction requests.
• Ensure that all billing takes place daily and the timely resolution of any pending billing.
• Review and analyze AR/AP requests on misapplied payments on customer accounts and potential customer "pay outs" respectively.
• Provide detailed coding, correction, and PLM support to all sales centers across our bottling partners. Evaluate rejected Over Short Online variances and coordinate resolution with the Sales Center personnel and/or Process Improvement & Controls Specialists.
• Monitor all failed uploads and escape findings to Sales Center personnel for verification/rekey. Process exceptions in the Over Short tool.
• Assist BPO providers in all aspects of Route Accounting functions.
• Prepare high-quality, detailed training materials to be used as a reference guide in the processing of Route Accounting corrections.
• Pre-transition training with BPO providers to ensure a seamless transfer of knowledge and responsibilities.
• Hands‑on training abroad with BPO providers to stimulate a thorough understanding of roles and responsibilities.
• Timely analysis and follow‑up on all issues raised by BPO providers.
• Detailed analysis of corrections completed by BPO providers.
• Demonstrate ability to recognize and escalation issues found in the processing of corrections performed by global business partners and develop solutions.

• Routine analysis of correction status to ensure all corrections are completed according to posted turnaround times. Timely feedback on erroneously rejected over/short items.
• Perform detailed analytics on drivers over short variances via Over Short.
• Routine analysis/resolution of the OnBase Exception queue.
• Reporting, Support GL reconciliation for re‑manufactured equipment, Monitor, respond, and resolve questions/issues from client bottlers.
• Execute billing and resolve defects in the monthly service revenue.
• Develop and maintain process documentation for internal and external stakeholders.
• Actively lead and engage with bottlers in management routines with internal stakeholders.
• Develop, produce, and automate reporting and analysis to support the process.
• Identify best practices/procedures and develop recommendations to enhance the efficiency and effectiveness of the overall Equipment Control process.
• Special projects and other duties as assigned.

Disclaimer:
This job description is not intended to be a comprehensive list of the duties and…