Financial Analyst - Rebates

IKO North America; Calgary; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading manufacturing company in Calgary, Alberta is seeking a Rebate Financial Analyst to handle various rebate transactions and support operations. The individual will assist in financial analysis, track contractor rebates, and collaborate with the sales team on pricing proposals. Ideal candidates should be entry-level graduates with a degree in Accounting or Finance and have proficiency in Microsoft Office, especially Excel. This role requires attention to detail and the ability to work flexibly.

Qualifications

• Entry level grads or 1-2 years of financial or accounting experience required.
• Must be authorized to work in Canada.
• Manufacturing experience preferred.

Responsibilities

• Process Canada customer rebates accurately and timely.
• Track and maintain contractor Volume Buy rebates.
• Assist in timely and accurate accruals of rebates.

Skills

Attention to detail

Collaborative skills

Advanced Excel

Problem-solving

Education

Bachelor’s or Associates degree in Accounting or Finance

Tools

Microsoft Office

Job description

Overview

The Rebate Financial Analyst is responsible for processing various types of rebate transactions. The rebate analyst will play a role in supporting Canada operations at key points in the customer journey including pricing strategies, and rebate/incentive offers. The rebate analyst will assist in preparing analysis to aid in decision making to help drive sales, remain competitive, and maintain an appropriate level of profitability.

Responsibilities

• Process Canada customer rebates, including but not limited to Counter Spiffs, Volume Buys, Builder Credits, EOM, FTP & Job Quotes, per company guidelines accurately and timely.
• Monthly tracking and maintaining contractor Volume Buy rebates amounts and squares/bundles purchased
• Monthly preparation of the Canada Buy Analysis and distribute to the appropriate rebate/management personnel
• Work with the rebate team to support the calculation and processing Canada customer rebates.
• Assist in timely and accurate accruals of rebates on quarterly and year end basis.
• Support the Canada contractor loyalty program payment processing.
• Provide other financial information as required by Shared Services.
• Verify the accuracy of invoices and other accounting documents or records.
• Update and maintain databases for sales and rebate data.
• Partner with Sales & Marketing on the development and delivery of pricing proposals and rebate programs.
• Develop a collaborative process with the sales team to centralize, summarize, and document pricing programs.
• Assist in the development of a pricing review process in collaboration with the sales team incorporating a gross to net impact or proposed programs.
• Assist in assessing ongoing performance of pricing strategies and programs.
• Audit pricing and rebate rules within the system to ensure pricing and discount calculation accuracy.
• Assist and contribute in project implementations on an ongoing basis

Qualifications

• Preferred Bachelor’s or Associates degree in Accounting or Finance.
• Entry level grads or 1-2 years of financial or accounting experience required
• Manufacturing experience preferred
• Must be able to work flexible hours to complete tasks as assigned
• Demonstrated attention to detail, professional attitude, and ability to maintain confidentiality.
• Expert in the use computer programs such as Microsoft Office products, including advanced excel.
• Demonstrated ability to collaborate effectively and work as part of a team.
• Ability to work effectively across teams.
• Must be able to work flexible hours to complete tasks as assigned
• Must be authorized to work in Canada

We may use artificial intelligence (AI) tools on a limited basis to assist in initial assessment, identification, and review of candidates. AI is used only to support our recruiting and hiring team, and decisions are always made by the recruiting and hiring team. Absolutely no applicant data is sent or provided externally through these AI tools.