Trade Finance Associate

Aston Carter•Solon, OH

1d•$30 - $30•Hybrid

About The Position

The Trade Finance Associate will be responsible for managing trade updates and changes in XTEL, validating and updating ADL, and ensuring customer profiles are accurate. This role involves sending Sales Reports, validating forecast numbers, supporting planning tools, and reviewing/revising forecasts monthly. The associate will also reconcile events, manage promotional data, and process invoices and deductions. Additionally, the position requires cross-functional collaboration with Field Finance, Account Managers, and CAM/DSM for reviews, issue resolution, and training facilitation.

Requirements

Bachelor’s degree required; or equivalent experience defined as a minimum of 4 years of relevant, professional-level experience in a similar field.
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.

Responsibilities

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.
Review and assist on aged cases over 60 days for 'No Paperwork Deductions'.
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.