Business Financial Administrator

Advantage-Solutions; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Full-Time Benefits (Medical, Dental, V

401(k) with company match

Training and Career Development

Generous Paid Time-Off

Job summary

Advantage-Solutions is seeking a Business Financial Administrator – Reconciliation Specialist to work with the Sales Team, ensuring brand marketing and consumer strategies are implemented. You will provide administrative support and serve as liaison between sales and client teams, leveraging accounts receivable and balance sheet knowledge.

This role emphasizes accuracy, timely work, and strong Excel skills, with opportunity for growth through training, benefits, and PTO.

Qualifications

• 2 or more years of experience in accounting, financial administration or bookkeeping is preferred.
• Strong proficiency in Microsoft Office with a focus on Excel.
• Good written and verbal communication skills.
• Must be accurate and timely with completing work.
• Previous experience in the consumer goods industry is considered a plus.
• High School graduate or equivalent GED; Associate Degree or a Bachelor Degree is considered a plus.

Responsibilities

• Administer the claims, deductions, and reconciliation process maintaining accurate records.
• Assist with repayments, receivables, and collections.Process invoices and billing.
• Providing Sales Team with accurate and timely promotional contracts.
• Maintain Claims, Deductions & promotional materials utilizing ECM Document Management System.
• Assist Sales Team in coordinating events and creating sales presentations.

Skills

Excel

Accounting experience

Communication skills

Attention to detail

HS Diploma

Consumer goods experience

Team collaboration

Education

High School Diploma or GED

Associate Degree

Bachelor Degree

Tools

ECM Document Management System

Job description

Summary

Business Financial Administrator – Reconciliation Specialist

At our Company, we grow People, Brands, and Businesses! We are seeking a dynamic Business Financial Administrator – Reconciliation Specialist to work closely with the Sales Team to ensure that our client’s brand marketing and consumer strategies are implemented. The ideal candidate will provide administrative support, and utilize superior customer service skills as the liaison between the sales and client teams. To be successful as a BFA Reconciliation Specialist you should be familiar with accounts receivable and balance sheet.

What we offer:

• Full-Time Benefits (Medical, Dental, Vision, Life)
• 401(k) with company match
• Training and Career Development
• Generous Paid Time-Off

Responsibilities:

• Administer the claims, deductions, and reconciliation process maintaining accurate records.
• Assist with repayments, receivables, and collections.Process invoices and billing.
• Providing Sales Team with accurate and timely promotional contracts.
• Maintain Claims, Deductions & promotional materials utilizing ECM Document Management System.
• Assist Sales Team in coordinating events and creating sales presentations.

Qualifications:

• 2 or more years of experience in accounting, financial administration or bookkeeping is preferred.
• Strong proficiency in Microsoft Office with a focus on Excel.
• Good written and verbal communication skills.
• Must be accurate and timely with completing work.
• Previous experience in the consumer goods industry is considered a plus.
• High School graduate or equivalent GED. Associate Degree or a Bachelor Degree is considered a plus.

Job Will Remain Open Until Filled

Responsibilities

The Companyis one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods.The Companyservices a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Position Summary

This position works closely with the Sales Team Leader and other support personnel to ensure the client’s brand marketing and consumer strategies are implemented. The ideal candidate will perform administrative duties, act as a liaison between the sales team and client, and be a point of contact for conflict resolutions.

Essential Job Duties and Responsibilities

• Administer the claims, deductions, and reconciliation processes by meeting client and customer expectations through maintaining accurate records.Assist with repayments, receivables, and collections.Process invoices and billing.
• Maintain efficient forms management process through consistent application and training.
• Administer process for providing Sales Team with accurate and timely promotional contracts.
• Maintain Claims, Deductions & promotional materials utilizing ECM (Company's Document Management System)
• Support and resolve administrative activities by maintaining communication flow and serving as a liaison for the Sales Team.
• Interface with Customers and Clients to ensure outstanding customer service
• Assist Sales Team in coordinating events and creating sales presentations

NOTE: Some Administrators are dedicated to deductions or forms management

Supervisory Responsibilities

Direct Reports

This position does not have supervisory responsibilities for direct reports

Indirect Reports

This position does not have guidance or mentoring responsibilities for indirect reports

Travel and/or Driving Requirements

Travel is an essential duty and function of this job. Driving is not an essential duty or function of this job.

Travel up to10%

Minimum Qualifications

Education Level: (Required): High School Diploma or GED orequivalent experience

(Preferred):Associate's Degree orequivalent experience

Field of Study/Area of Experience:

2 or more years of experience in accounting, financial administration or bookkeeping is preferred

Skills, Knowledge and Abilities

• Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers
• Preferred experience in bookkeeping/accounting experience
• Strong prioritization skills
• Ability to visualize and plan objectives and goals strategically
• Excellent written communication and verbal communication skills
• Excellent customer service orientation
• Good interpersonal skills
• Team building Skills

Environmental & Physical Requirements

Office / Sedentary Requirements

Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Additional Information RegardingThe Company Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.