Trade & Deductions AR Analyst

Summary

Kodiak Cakes is seeking a Trade & Deductions AR Analyst to support accurate customer accounts and efficient trade activity. The role owns cash application, deductions, collections, reconciliations, reporting, dispute resolution, and accounts receivable process improvements while partnering with cross-functional teams and external stakeholders.

Responsibilities

• Own daily cash application and customer account reconciliation, ensuring receipts, invoices, credits, and balances are posted accurately and resolved promptly
• Research, validate, code, and resolve customer deductions and material offsets by comparing claims with trade plans, contracts, pricing, promotions, and supporting documentation; dispute and collect invalid deductions
• Manage collections and customer credit procedures by monitoring past-due balances, following up with customers and brokers, documenting commitments, and helping the team achieve days sales outstanding targets
• Reconcile customer invoicing with third-party logistics inventory reporting and investigate variances with Operations, Customer Service, and Finance to protect account accuracy
• Maintain weekly accounts receivable aging reports, customer payment summaries, and KPI dashboards; analyze deduction and payment trends to identify root causes, risks, and opportunities to improve trade-spend efficiency
• Partner with Sales, Commercial Finance, Customer Service, customers, and brokers to resolve pricing, promotional, payment, and deduction disputes while clearly documenting trade agreements, payment terms, credit policies, and exceptions
• Support month-end close, account reconciliations, accruals, annual audit requests, and internal controls, while improving and automating accounts receivable and trade-finance workflows through uploads, scanning tools, Power BI reporting, and customer-specific solutions developed with IT

Skills

• An experience owning core accounts receivable work, including cash application, collections, account reconciliation, customer deductions, dispute resolution, and aging management for a portfolio of customer accounts
• Experience validating trade deductions, billbacks, promotions, pricing claims, or similar customer offsets against approved plans, contracts, and supporting documentation, then driving items through resolution
• Experience preparing accounts receivable reporting, analyzing payment or deduction trends, and supporting month-end close, reconciliations, accruals, audit requests, and internal controls
• Proficiency with Microsoft Excel and experience using ERP and trade-promotion management systems
• Experience in the consumer packaged goods industry and familiarity with NetSuite, BluePlanner, and Power BI are preferred

Qualifications

Must Haves

• An experience owning core accounts receivable work, including cash application, collections, account reconciliation, customer deductions, dispute resolution, and aging management for a portfolio of customer accounts
• Experience validating trade deductions, billbacks, promotions, pricing claims, or similar customer offsets against approved plans, contracts, and supporting documentation, then driving items through resolution
• Experience preparing accounts receivable reporting, analyzing payment or deduction trends, and supporting month-end close, reconciliations, accruals, audit requests, and internal controls
• Proficiency with Microsoft Excel and experience using ERP and trade-promotion management systems

Nice to Haves

• Experience in the consumer packaged goods industry and familiarity with NetSuite, BluePlanner, and Power BI are preferred

Benefits

• Medical/dental/vision plans
• 401k match
• FSA & HSA accounts
• Life & ADD Insurance
• Short Term & Long-Term Disability Insurance
• Cell Phone & Internet Stipend
• Relocation assistance
• Annual Professional Development Stipend
• Travel Reimbursement
• Annual performance bonus
• Employee Equity Plan
• A company fleet of snowboards and other equipment
• Wellness lifestyle allowance (B.E.A.R Bucks)
• Mental Health Therapy Benefit & the Calm app
• All-you-can-eat flapjacks
• Responsible Time Off
• Early-out Fridays
• Parental leave
• Casual dress code
• A variety of other Kodiak-unique perks