Chargebacks Analyst

Position Summary

The Chargeback Analyst is responsible for being the subject matter expert for the chargeback process which overlaps with the A/R, Credit, Contracts and Sales processes. The Analyst will act as a liaison between the Contracts/Chargeback Department, Accounts Receivable, Credit & Collections and the external customer to provide excellent customer service, proactively resolve chargeback disputes, create and update policy & procedures and train partners on process best practices. The Analyst will report to management the status of chargebacks by customer and periodically audit the customer chargeback process.

Principal Responsibilities

•    Prepare and design/write reports to complete A/R analysis related to customer payments and open chargeback deductions in all systems.
•    Provide risk review and recommendation to management monthly.
•    Liaison with contract and chargebacks teams to proactively manage and resolve chargeback questions and interpret contract language as it relates to specific customer processes.
•    Act as customer liaison to communicate chargeback status and work to resolve discrepancies on a weekly and monthly basis.
•    Root cause and create solutions to all non- standard or disallowed deductions related to chargebacks.
•    Author process documents for the Chargeback process as it relates to Credit and Customer Service.
•    Create strong relationships with customers to troubleshoot chargeback discrepancies and reduce occurrence over time.
•    Evaluate process always and ensure compliance with policy or elevate at customer and business unit's levels for corrections.
•    Manage and be accountable to the write off process as it relates to the Chargeback process.
•    Work with major distributors and Credit & Collections to resolve open deductions, both chargeback and non-chargeback related.
•    Learn the cash application process and assist with cash application during busy periods and at month end or for special projects.
•    Train on the contract chargeback process and work in collaboration with the Contracts team which includes ongoing open communication around changes in process or customer requirements.
•    Perform other duties as assigned by Manager.

Education / Experience Requirements

•    Bachelor's Degree- required, in Finance or Accounting preferred.
•    Two years of accounts receivable and/or chargebacks experience preferred.
•    Knowledge of accounting principles and procedures
•    SAP Proficiency Preferred. ERP and CRM software experience are a strong plus.
 

Specialized Skills / Other Requirements

•    Excellent written and oral communication skills.
•    Ability to work under pressure and perform tasks as required.
•    Excellent planning, communication and organization skills
•    Ability to perform tasks with minimum supervision.
•    Ability to work collaboratively with partners.
•    Microsoft office - Word and Excel required.