Trade Analyst

Kodiak Cakes; United States; On-site; USD 62,000 - 72,000; Full time

Benefits offered by this job

Medical/dental/vision plans

Life & ADD Insurance

Short Term & Long-Term Disability Insurance

Cell Phone & Internet Stipend

Annual Professional Development Stipend

Travel Reimbursement

Annual performance bonus

Employee Equity Plan

Casual dress code

Responsible Time Off

Job summary

A fast-growing food company based in Park City, Utah, is looking for an AR Specialist to generate invoices, analyze trade deductions, and collaborate with various departments. Candidates should have strong attention to detail, proficiency in Excel, and ideally a degree in accounting. The role offers competitive compensation, comprehensive benefits, and the possibility to work remotely. This is an opportunity to join a company focused on inspiring adventurous lives through nutritious food.

Qualifications

• Meticulous attention to detail with a highly organized mindset.
• Ability to thrive in a rapidly growing organization.
• Experience with ERP and Trade Management systems.

Responsibilities

• Generate and submit invoices to customers via Electronic Data Interchange.
• Communicate and collaborate with internal and external stakeholders.
• Analyze trade deductions and claims to identify trends.

Skills

Attention to detail

Proficiency in MS Office (Excel)

Self-motivated

Effective communication

Education

Bachelor’s degree in accounting

Tools

NetSuite

BluePlanner

Job description

Overview

Kodiak is a fast-growing, better-for-you food company based in Park City, Utah, with a focus on whole grain flapjack mixes, toaster waffles, baking mixes, oatmeal, syrup, and snacking options. We are expanding rapidly and seek team members who share our passion for the outdoors, entrepreneurship, and making an impact in the food space. We aim to inspire wild, adventurous lives by feeding epic days through real breakfasts and living our Kodiak spirit in a nature-rich environment.

Job Type: Full-Time, Salaried – Exempt: $62,000 - $72,000 + Bonus

Job Location: Kodiak HQ, Park City, Utah or Remote

Individual base salary for this role ultimately depends on factors such as experience, job-related skills, education or training, certifications, etc. Pay for the successful candidate could fall anywhere within the stated range. Beyond base salary, we offer competitive health, dental, 401k, and wellness benefits starting on day one. This role is eligible to participate in Kodiak\'s annual discretionary bonus program, which is dependent on various factors including individual and company performance.

What will this position do?

• Generate and submit invoices to customers via Electronic Data Interchange and email.
• Verify all material offsets and deductions charged against invoices, including reviewing trade plans via planning software and contracts.
• Communicate and collaborate with internal and external stakeholders, including Kodiak team members, customers, and brokers.
• Analyze trade deductions, claims, and promotions to identify trends and root causes.
• Provide insights to improve trade spending efficiency and minimize outstanding receivables.
• Prepare and maintain weekly AR aging reports, customer payment performance summaries, and KPI dashboards.
• Document trade agreements, payment terms, credit policies, and report non-compliance.
• Investigate and resolve disputes related to pricing, promotions, and deductions.
• Work closely with sales, commercial finance, and customer service teams to resolve issues promptly.
• Identify and implement process improvements to enhance AR management and trade analysis.
• Support automation of AR and trade finance workflows through uploads, scanners, Power BI reports, and partnering with IT to create customer-specific tools.
• Ensure compliance with internal controls, accounting standards, and trade finance policies.
• Dispute and collect erroneous material offsets and deductions.
• Collect outstanding receivables to achieve days sales outstanding targets.
• Administer credit procedures for both new and existing customers.
• Assist in the monthly close of financial statements, including reconciliations and accruals.
• Assist in preparing and obtaining documentation for the annual audit.

What are we looking for?

• Meticulous attention to detail with a highly organized mindset
• Proficiency in information systems: MS Office (Excel), ERP and Trade Management systems
• Self-motivated and accountable
• Ability to thrive in a rapidly growing organization
• Effective written and oral communication of concepts

Ideally you may also have:

• Bachelor’s degree in accounting
• CPG industry experience
• Familiarity with NetSuite and BluePlanner

What else do I need to know?

This role is based at our headquarters near Park City, Utah, or remote for the right candidate. We offer competitive compensation and benefits that include:

• Medical/dental/vision plans
• Life & ADD Insurance
• Short Term & Long-Term Disability Insurance
• Cell Phone & Internet Stipend
• Annual Professional Development Stipend
• Travel Reimbursement
• Annual performance bonus
• Employee Equity Plan
• Company gear and wellness perks
• Mental Health Therapy Benefit & Calm app
• Responsible Time Off
• Early-out Fridays
• Parental leave
• Casual dress code
• Kodiak-specific perks

At Kodiak, we foster an inclusive community that encourages, supports, and celebrates what makes each of us unique. We bring our authentic selves to work and leverage diverse backgrounds and perspectives to create a culture of belonging that feeds epic days and Wilder lives.