Trade Analyst

🔥 7 minutes ago

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $62k - $72k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

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Kodiak Cakes

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1995

🍽️ Food & Beverage

🛍️ eCommerce

👥 B2C

💰 Series unknown on 2022-03

Food & Beverage • eCommerce • B2C

Kodiak Cakes is a U. S. -based food company that produces whole-grain, protein-forward breakfast and snack products. Their product lineup includes flapjack & waffle mixes, frozen breakfasts, oatmeal and overnight oats, Kodiak Cups, snack bars (including mini bars), granola, and baking mixes, plus ready-to-eat breakfast sandwiches. Kodiak sells direct-to-consumer via its e-commerce store, is available in retail and on Amazon, emphasizes 100% whole grains and higher-protein recipes, and runs a conservation give-back program called Keep It Wild.

📋 Description

• Reconcile customer invoicing with 3PL inventory reporting • Process and apply customer deduction spend to the correct GL accounts • Apply daily cash receipts to customer accounts and reconcile accurately and promptly • Verify material offsets and deductions charged against invoices, including trade plan spending through trade planning software • Communicate and collaborate with internal and external stakeholders, customers, and brokers • Analyze trade deductions, claims, and promotions to identify trends and root causes • Provide insights to improve trade spending efficiency and minimize outstanding receivables • Prepare and maintain weekly AR aging reports, customer payment performance summaries, and KPI dashboards • Document trade agreements, payment terms, and credit policies; report non-compliance • Investigate and resolve pricing, promotion, and deduction disputes • Work with sales, commercial finance, and customer service teams to resolve issues • Identify and implement process improvements for AR management and trade analysis • Support automation of AR and trade finance workflows using uploads, scanners, and Power BI reports; partner with IT on customer-specific tools • Ensure compliance with internal controls, accounting standards, and trade finance policies • Dispute and collect erroneous material offsets and deductions • Collect outstanding receivables to achieve days sales outstanding targets • Administer credit procedures for new and existing customers • Assist with monthly financial statement close, reconciliations, and accruals • Assist with annual audit documentation

🎯 Requirements

• Meticulous attention to detail and highly organized mindset • Proficiency with MS Office suite, especially Excel • Experience with ERP and Trade Management systems • Self-motivated and accountable • Ability to thrive in a rapidly growing organization • Strong written and verbal communication skills, including presenting information and summarizing key concepts • Bachelor’s degree in accounting (ideally) • CPG industry experience (ideally) • Familiarity with NetSuite and BluePlanner (ideally) • Legal authorization to work in the United States • Ability to answer questions about Trade Analyst experience in the CPG industry, BluePlanner experience, and Excel proficiency

🏖️ Benefits

• Competitive health, dental, and wellness benefits beginning on the first day of employment • 401k match • Annual discretionary bonus program • Medical/dental/vision plans • 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