Trade Finance Analyst

Job Type
Full-time
Description
About Us
At Zevia we're creating a world of better-for-you flavor, better for people and the planet. Our team is made up of builders who are passionate about our mission. Together we aim to impact global health, provide affordable better-for-you products, and aid the planet through reduction of plastic. We operate with passion, openness, gratitude, accessibility, humanism, humility, and scrappiness as we fight the good fight to change the beverage industry for good.
Summary
The Trade Finance Analyst will report to the Manager, Trade Finance and will be a key contributor to the Finance team in the area of deduction management and analysis. This role is critical in the successful tracking of key data components for Finance and Sales operations. The role requires administrative data entry work with a focus on accuracy and compliance. The role works across functions and as the company grows, this position will grow in responsibility.
The Trade Spend Analyst will be focused on three primary performance metrics:

• Timely delivery and accuracy of reconciliation of customer deductions
• Cross functional collaboration with Sales Planners and Sales to ensure accuracy and compliance of deductions with promotional plans and contracts
• Customer deduction analysis to provide insight on trends for accuracy of month end accruals and customer P&L reporting

Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Perform daily reconciliation of all customer deductions in Trade Promotion Management (TPM) Software
• Monitor and analyze accuracy of customer deductions against Sales promotional plan through our TPM Software
• Serve as the liaison between the Sales and Accounting teams to address discrepancies stemming from mismatched deductions and promotion contracts
• Assist in the management of our Sox Compliance, audit, and disputes process
• Identify and analyze customer deduction trends to ensure accuracy of trade accruals and customer P&L reporting
• Manage and reduce outstanding suspense balance in TPM Software on monthly basis
• Assist in accounting month end close processes
• Engage with third party vendor in the deduction reconciliation process
• Support Sales in accuracy of promotional plan in TPM Software
• Data entry of sales promotional plan for key accounts into TPM Software
• Ad-hoc reporting as needed

Requirements
Preferred Education and Experience

• Bachelor's degree in Finance, Accounting, or a related field
• 1-2 years of relevant work experience
• Consumer Packaged Goods and deduction management is a plus
• Understanding of Accounting terminology and principles
• Excellent time management and communication skills
• Highly organized and the ability to thrive in a fast-paced environment
• Detail oriented, proactive, and a collaborative team player
• Strong analytical skills and a problem solver
• Takes initiative and seeks out new innovative ideas and solutions
• Proficient in Microsoft Excel (v-lookup, pivot tables, formulas)
• Knowledge of Trade Promotion Management (TPM) Systems is a plus

Supervisory Responsibility
This position has no direct supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Position Type
Full-time
Work Authorization/Security Clearance
Must be eligible to work in the US
EEO Statement
We are committed to providing equal employment opportunities for all qualified job candidates and employees. To that end, Zevia maintains a workplace free of discrimination and harassment on the basis of an individual's race (including traits historically associated with race, such as hair texture and protective hairstyles such as braids, locks, and twists), color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical condition), gender (including gender identity, gender expression, change of sex, and transgender status), sexual orientation, sexual and reproductive health decisions, height, weight, age, any physical or mental disability (including gender dysphoria or similar gender-related conditions), medical condition, national origin, ancestry, marital status (including registered domestic partnership, civil union, or any other partnership status), familial status, caregiver status, military or veteran status (including unfavorable discharge from military status), genetic information, genetic testing, predisposing genetic characteristics, caregiver status, order of protection status, work authorization status, citizenship status, immigration status, conviction record or history, arrest record, pre-employment marijuana testing, credit history, salary history, Civil Air Patrol status, status as a victim of domestic violence, assault, or stalking, or any other characteristic protected by applicable local, state, or federal law (each, a "Protected Characteristic").
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
What We Offer

• A collaborative environment, where everyone contributes and delivers
• A place where you can grow, develop and learn
• Competitive compensation that includes a base salary, discretionary bonus and stock options. See below for range.
• A comprehensive benefits package which includes:
  • An array of medical plans
  • Dental
  • Vision
  • Group Life Insurance
  • Short-term disability + Long-term disability
  • Flexible Spending Accounts: Medical, Dependent and Limited Use
  • Health Savings Account
  • Accident Insurance
  • Critical Illness Insurance
  • Hospital Indemnity Insurance
  • Legal Insurance
  • Travel Assistance
  • Employee Assistance Program
  • Pet Insurance
  • 401k Plan (Traditional and Roth)
  • Vacation, Personal/Sick Days, and Holidays
  • Professional development contributions
  • And of course, all the Zevia you can drink!

Salary Description
$30-$31 per hour / bonus / equity