Deduction & Collection Analyst (Administrative)

About Us:
Trilliant Food and Nutrition, located in Little Chute, WI is a state-of-the-art, vertically integrated production facility that has been a pioneer in the U.S. specialty coffee market since 1979. We have used our years of experience and skill in the traditional coffee segment to produce one thing: great coffee. Our facility features the most current, high-speed equipment to support our commitment to quality, value, speed-to-market, and innovation.

Horseshoe Beverage Company, located in Neenah, WI is a leading ready-to-drink beverage manufacturer focused on providing consumers with an outstanding beverage experience wherever, whenever. Leveraging industry-leading talent, state-of-the-art equipment, and our vertically integrated supply chain, we strive to be at the forefront of beverage innovation each day and deliver the highest quality beverages to our customers first.

The teams at Trilliant and Horseshoe come to work each day with relentless energy, enthusiasm, and a promise to enhance the beverage experiences of millions of people. We invite you to explore opportunities at Trilliant or Horseshoe, to see if your talents and career aspirations may fit with our openings.

Diversity and Inclusion at Trilliant and Horseshoe:
We believe talented, great people are the building blocks of our success. We believe in finding the right people, with the right attitude, and providing them with opportunities to excel.

Position Overview:
The Deduction and Collection Analyst will be responsible for utilizing the Microsoft Dynamics AX ERP system along with our HighRadius toolset to post and/or clear cash, investigate, analyze, and disposition outstanding customer deductions to determine validity and accuracy of each deduction, and manage credits as well as past due invoice collections for a specific customer base. The selected individual will interact daily with functional leaders and cross-functional team members to seek insights, solve complex problems, and provide status updates, as necessary. Success for this role will be managed by the ability to quickly, efficiently, and completely resolve open A/R balances ensuring customers remain in good financial standing, which in turn impacts the financial health of the organization as well as overall customer satisfaction.

Responsibilities:

Ensure proper cash application (as assigned) in compliance with financial policies and procedures.
Reconcile the Accounts Receivable ledger to ensure that all payments are accounted for, properly posted, and exceptions managed. Utilize customer portals, where applicable to aid in obtaining a thorough understanding of assigned customers.
Monitor deductions for assigned customer accounts daily to expedite deduction validity and immediate next steps required to resolve.
Meticulously conduct the necessary research to validate customer deductions. This research will include the analysis of deduction documentation obtained through remittances, customer conversations, internal conversations, emails, web portals or ERP inquiries.
Promptly, submit necessary disputes via web portals, email, or phone calls, and conduct the necessary follow-up to ensure timely resolution and closure.
Facilitate payment of outstanding invoices by sending bill reminders, account statements, and conducting customer follow-up as required.
Continuously manage multiple open issues, while awaiting responses to open questions.
Proactively seek to stay informed of established customer agreements, including agreed-upon allowances, promotions, and other trade spend. Ensure ongoing maintenance of complete and accurate customer profiles for assigned customers.
Assist with new customer onboarding and setup (as assigned).
Develop deep relationships with internal cross-functional team members (Customer Service, Operations, Sales, Traffic, and Finance) to ensure strong collaboration to get to a timely and accurate resolution.
Develop trusting and credible relationships with customer partners to proactively prevent recurring deductions via root cause resolution and ensure timely payment of invoices and billbacks.
Identify process improvements to streamline, and/or increase operational efficiencies to the current process(es).
Assist in the tracking of customer aging and deduction metrics for each assigned customer account on a weekly and monthly basis.
Perform customer account analysis based on customer purchases, payment history, credit worthiness, credit limit exposure, and business strategy.
Perform special projects or other duties, as requested.

Qualifications:

An associate or bachelor's degree in accounting, finance, or the equivalent combination of education and experience.
Experience with accounts receivable, collections, deduction analysis, processing, and dispute resolution.
Have a solid understanding of basic accounting principles, fair credit practices, and collection regulations.
Ability to maintain customer confidentiality.
Strong attention to detail, accuracy, and solid follow-through skills.
Ability to work independently and prioritize work to meet objectives.
Exceptional interpersonal, oral, and written communication skills.
Quick learner with demonstrated ability to develop a strong knowledge of systems and processes.
Strong data entry and computer skills including Microsoft Office tools (Excel, PowerPoint, Word).
Experience with Microsoft Dynamics AX 2012 R3 preferred.
Experience with HighRadius and SupplyPike deduction toolsets preferred
Experience with Amazon and other.com customers preferred.
Maintain an optimistic outlook, contributing to a motivating and energetic work environment.
Demonstrate a willingness to continuously learn, adapt, and improve in the face of challenges and new opportunities.
Actively contribute to a positive team environment by building strong relationships and valuing the contributions of others.
Take responsibility for personal actions, consistently meet commitments, and follows through on tasks with integrity.
Prioritize the needs of the customer, seeking to provide value and create positive experiences in every interaction.
Approach challenges with creativity and resourcefulness, finding effective solutions even in ambiguous situations.
Maintain composure and focus under pressure, using setbacks as learning opportunities rather than obstacles.
Embrace change and remain flexible in a dynamic work environment, adjusting approaches as needed to meet evolving goals.
Proactively identify opportunities for improvement and act without waiting for direction, driving projects forward.
Demonstrate understanding and compassion for others' perspectives, fostering a supportive and inclusive workplace culture.

Hours, Location and Pay:
We offer a competitive base pay rate and comprehensive benefits package for full-time employees. This fully onsite role works Monday - Friday standard business hours from our Little Chute, WI facility.

Physical and Mental Demands:

While performing the duties of this job, the employee is frequently required to sit, hear, use hands to type data, use a personal computer and telephone. This employee may occasionally have to operate business machines and lift and/move up to 50 pounds.
Specific vision abilities required in this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Mental demands include multi-tasking, decision making, problem solving, comparing, copying, computing, compiling, analyzing, coordinating, and synthesizing data.
Potential for exposure to chemicals, heights, loud noises, mechanical equipment, wet environments, and other potential hazards exists.

Safety Statement:
At Trilliant and Horseshoe, safety is every employee's first responsibility. We expect all employees to adhere to all safety practices, have the moral courage to stop other individuals from performing unsafe acts, and immediately report unsafe conditions.

Disclosures:

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Responsible for following food safety/regulatory policies and procedures, executing responsibilities as identified in standard operating procedures, and reporting food safety/regulatory concerns to the Production or Quality Manager.
Trilliant Food & Nutrition and Horseshoe Beverage Company are Drug Free Workplaces. All applicants are subject to a drug screen and background check as a condition of employment.
Trilliant Food and Nutrition and Horseshoe Beverage participate in the E-Verify process.
EEO/AA including Vets and Disabled
If you need a reasonable accommodation for any part of the employment process, please contact us by email at HR@trilliantfood.com and let us know the nature of your request and your contact information.
Trilliant Food and Nutrition and Horseshoe Beverage are Equal Opportunity Employers.
The principles of the OECD and UN have been taken into consideration and used as guidance in our human rights practices and procedures.