Chargeback Analytics & Process Specialist

FCX Performance; Cleveland (OH); On-site; USD 55,000 - 85,000; Full time

Job summary

Applied Industrial Technologies in Cleveland, OH is seeking a Chargeback Analyst to analyze, reconcile, and report chargeback activity across customer, supplier, and internal data within a SAP/Vistex environment.

The role requires strong Excel skills, collaboration with Finance and field teams, and the ability to drive timely resolutions and continuous improvements in chargeback processes.

Qualifications

• Bachelor’s degree preferred; High School diploma or GED required.
• 3+ years of related experience preferred.
• Process-driven approach with strong analytical and problem-solving skills.
• Advanced proficiency in Microsoft Excel.
• Strong organization and time-management skills, with the ability to work independently and in a team environment.
• Strong written and verbal communication skills.
• SAP OTC (Order to Cash), Vistex Modules, and Power BI experience preferred

Responsibilities

• Manage the chargeback claims process, including outgoing and returned submission claims, to ensure timely processing and completion.
• Research and respond to questions regarding chargeback submissions to support accurate and timely resolution.
• Reconcile chargeback amounts within a process-driven SAP/Vistex environment and analyze discrepancies using supplier agreements, customer pricing, sales data, invoices, and related records.
• Collaborate with field and corporate associates to investigate chargeback discrepancies, determine appropriate resolutions, monitor open issues, and ensure compliance with company chargeback policies.
• Partner with Finance to support financial accounting requirements, including SOX audit standards and internal controls.
• Monitor debit and credit activity related to chargebacks and other product management programs.
• Collaborate with suppliers to develop, implement, and maintain best-practice claim processes.
• Develop and maintain metrics to measure supplier response, acceptance, and resolution of chargeback submissions, and prepare monthly management reports.
• Assist with creating and updating chargeback agreements, procedures, and best-practice claim processes as needed.
• Actively participate in continuous improvement initiatives for chargeback processes.
• Perform other job-related duties as assigned or directed.

Skills

Analytical skills

Problem-solving

Process-driven

Time management

Written communication

Verbal communication

Teamwork

Education

Bachelor’s degree preferred; High School diploma or GED Required

Tools

Excel

SAP OTC (Order to Cash)

Vistex Modules

Power BI

Job description

Applied Industrial Technologies in Cleveland, OH is seeking a Chargeback Analyst to analyze, reconcile, and report chargeback activity across customer, supplier, and internal data within a SAP/Vistex environment.

The role requires strong Excel skills, collaboration with Finance and field teams, and the ability to drive timely resolutions and continuous improvements in chargeback processes.