Planner Jobs

About The Position

Requirements

• At least 2 years of accounting or accounts receivable experience, preferably in a high-volume, ERP-driven environment.
• Hands-on accounts receivable experience, including collections, deduction processing, chargebacks, and cash application.
• Experience working with fully integrated ERP systems such as SAP, JDE, NetSuite, Sage, or similar platforms.
• Experience doing business with grocery retail customers (for example, large chains and regional markets).
• Proficiency in Microsoft Excel, including the use of pivot tables for reporting and analysis.
• Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.
• Ability to analyze, reconcile, and resolve complex deductions, claims, and account discrepancies.
• Strong skills in financial analysis, pricing and invoicing review, and aging report management.
• Experience with data entry, reporting, and reconciliation within accounts receivable and banking-related processes.
• Solid understanding of JDE or other ERP systems and trade management tools, including trade funds management programs.
• Strong communication skills with the ability to interact effectively with stakeholders at all levels and ask for help or escalate issues when needed.
• Ability to manage and maintain inter-departmental processes and procedures effectively, ensuring accurate and timely information flow.
• Customer service mindset with the ability to handle inquiries and issues professionally and courteously.

Nice To Haves

• A two-year degree in accounting, finance, business, or a related field.
• Experience with trade funds management tools such as Blue Planner or similar systems.
• Experience managing and processing brokerage payments.
• Background in collections, chargeback analysis, pricing validation, and claim resolution.
• Familiarity with customer portals and virtual communication tools for interacting with brokers and customers.
• Ability to work both independently and as part of a collaborative team, recognizing how individual work impacts downstream processes.
• Strong organizational skills with attention to detail and a commitment to accuracy and timeliness.
• Comfort working in a transforming, growth-oriented environment with evolving processes and systems.

Responsibilities

• Analyze, categorize, code, and clear customer deductions accurately and in a timely manner for assigned accounts.
• Develop deep expertise in the company’s AR processes, JDE (or similar ERP), and the behaviors and payment cadence of assigned customers.
• Research and document deductions to confirm that the appropriate deals and promotions are correctly entered in the trade funds management program (Blue Planner) and related systems.
• Identify invalid deductions, gather supporting documentation, and clearly demonstrate to customers when repayment is due, following up to collect outstanding amounts.
• Communicate proactively with stakeholders across departments (such as sales, customer service, transportation, and warehouse) to collect, analyze, and confirm all necessary information before processing transactions in JDE and Blue Planner.
• Maintain organized records by gathering, filing, and storing all documentation relevant to deduction processing and accounts receivable activities.
• Identify root causes of invalid or recurring deductions and recommend methods and process improvements to prevent future issues whenever possible.
• Provide inter- and intra-departmental support, fostering productive working relationships with internal teams, brokers, and customers.
• Handle all internal and external contacts, including calls, virtual meetings, and customer portals, in a professional and courteous manner.
• Assist with accounts receivable special projects as needed, supporting broader departmental goals and process enhancements.
• Support cash application activities and general accounts receivable processing when required.
• Prepare and deliver reports and information to appropriate stakeholders upon request, using Excel and other reporting tools.
• Collaborate closely with the AR team to ensure timely and accurate completion of daily transactional work in ERP and trade management systems.
• Leverage knowledge of brokerage payments to help manage and process brokerage-related transactions when applicable.

Benefits

• 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)