Key Account Finance Analyst

Evergreen Enterprises; Richmond (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

Evergreen Enterprises is seeking a detail-oriented Key Account Accounting Analyst to join the Accounting team. You will manage accounts receivable, deductions, chargebacks, and reconciliations for major retail accounts, working closely with Accounting, Key Accounts, EDI, Logistics, and other internal teams.

The ideal candidate has 3–5 years of accounting experience, strong Excel skills, and a proven ability to analyze data, resolve disputes, and drive process improvements across departments.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 3–5 years progressive accounting, accounts receivable, or related finance experience.
• 1–3 years supporting large retail/key accounts with high-volume deductions and reconciliations.
• Experience with customer vendor portals and deductions/dispute resolution.
• Working knowledge of EDI processes and electronic invoicing.
• Advanced Excel skills (XLOOKUP/VLOOKUP, SUMIFS, COUNTIFS, IFERROR).
• Strong math, analytics, problem-solving, and attention to detail.
• Clear written and verbal communication across departments.
• Knowledge of shipping/delivery methods in wholesale/retail.
• Ability to leverage AI tools to improve research and workflows.
• Independent and cross-functional collaboration.

Responsibilities

• Manage a portfolio of Key Account customers, including collections, payments, account reconciliations, invoice status, and investigation of past-due balances.
• Research deductions and chargebacks via vendor portals, retrieve supporting documentation, and submit disputes and claims through final resolution.
• Research and obtain proof of shipment and delivery documentation, including parcel tracking, bills of lading, signed delivery receipts, seaway bills, and freight receipt confirmations.
• Maintain accurate and organized records of open deductions, disputes, supporting documentation, follow-up activity, and final resolutions. Communicate account status and key issues to internal teams and management.
• Partner with Key Account Specialists to process approved credit and debit memos, write-offs, and customer account adjustments in accordance with company policies and established approval guidelines.
• Identify recurring or pre-approved customer deductions and help establish efficient accounting processes for their review and approval.
• Support month-end and year-end closing activities, as well as annual bank and financial audits.
• Partner with EDI and internal teams to identify rejected customer invoices and ensure invoices are corrected and resubmitted in a timely manner.
• Monitor and review supplier rebate program activity and automation through SupplyPike.
• Maintain and review customer contracts, agreements, and programs to ensure deductions align with established terms and supporting documentation, including retainers, coupons, rebates, and other customer programs.
• Participate in Accounting, Key Account, management, and quarterly business meetings as needed.
• Identify opportunities to streamline accounting processes, strengthen internal controls, improve data accuracy, and reduce recurring deductions and financial losses.
• Leverage technology, including AI tools where appropriate, to improve research, analysis, documentation, and workflow efficiency.
• Support special projects and other Accounting and Key Account initiatives as needed.

Skills

Analytical thinking

Attention to detail

Communication

Problem solving

Cross-functional collaboration

AI tools usage

Education

Bachelor's degree in Accounting, Finance, Business

Tools

Excel

EDI processes

Electronic invoicing

Vendor portals

SupplyPike

Job description

Evergreen Enterprises is seeking a detail-oriented Key Account Accounting Analyst to join the Accounting team. You will manage accounts receivable, deductions, chargebacks, and reconciliations for major retail accounts, working closely with Accounting, Key Accounts, EDI, Logistics, and other internal teams.

The ideal candidate has 3–5 years of accounting experience, strong Excel skills, and a proven ability to analyze data, resolve disputes, and drive process improvements across departments.