Sales & Claims Analyst - SAP/Excel, On-site in Plano

WCL Group; Plano (TX); On-site; USD 32,000 - 45,000; Full time

Job summary

WCL Group in Plano, TX is seeking a Sales and Claims Analyst to support the Financial Operations team. The role processes vendor and retailer chargebacks and validates claims against purchases and program terms, with workload scaled to accounts.

On-site at a 40-hour workweek, this 12-month assignment may extend or convert to full-time. The position requires strong numerical skills and advanced Excel (VLOOKUP, pivot tables) and familiarity with SAP.

Qualifications

• Finance/accounting degree or 4+ years of relevant experience.
• High school diploma with relevant experience (e.g., bank teller, claims processing, other number-heavy roles).
• Strong written communication skills.
• Numerical fluency — comfortable with positives/negatives and debits/credits.
• Excel proficiency, including VLOOKUP and pivot tables; XLOOKUP and macros are a plus.
• No prior SAP experience required — training provided on-site.

Responsibilities

• Process and validate vendor/retailer chargebacks and claims, confirming claimed amounts match purchases and program terms.
• Track, code, and reconcile claims and chargebacks in SAP.
• Use Excel (VLOOKUP, pivot tables, XLOOKUP) to track, validate, and report on claims data; macros are a plus but not required.
• Collaborate cross-functionally with Supply, Marketing, Sales, and Credit & Collections teams across the company.
• Investigate market conditions and facilities to determine time, place, and type of sale, and whether items shall be sold individually or in lots.
• Coordinate representatives who may call on existing or potential customers.
• Promote satisfactory customer relations.
• Coordinate advertising and marketing campaigns.
• Provide marketing advice to organizational units.

Skills

Strong written communication

Numerical fluency

Excel proficiency

VLOOKUP

Pivot tables

XLOOKUP

Macros

Education

Finance/accounting degree

High school diploma with relevant experience

Tools

SAP

Job description

WCL Group in Plano, TX is seeking a Sales and Claims Analyst to support the Financial Operations team. The role processes vendor and retailer chargebacks and validates claims against purchases and program terms, with workload scaled to accounts.

On-site at a 40-hour workweek, this 12-month assignment may extend or convert to full-time. The position requires strong numerical skills and advanced Excel (VLOOKUP, pivot tables) and familiarity with SAP.