FP&A Analyst I

Responsible for the day-to-day execution of rebate/chargeback processes: validate and resolve customer rebate claims, process chargeback requests, ensure pricing/SPA compliance, and deliver insightful reporting to Sales, Pricing, and Finance.

Requirements

• Review agreements to ensure correct customer/product setup and eligibility.
• Validate and resolve rebate claims within required timelines.
• Investigate disputes, reconcile discrepancies, and escalate as needed.
• Communicate with customers on claim status; partner with internal teams to ensure accurate processing.
• Manage timely upload/verification of chargeback requests; process per policy.
• Support product and price communications
• Review order/quote/invoice details in Oracle/Salesforce/Altra as applicable.
• Apply SPA pricing/contract compliance knowledge to resolve exceptions.
• Maintain a repository of chargeback statistics/trends and manage shared mailbox.
• Deliver monthly/quarterly rebate performance reports and effectiveness insights.
• Partner with Sales, Pricing, Finance, and Customer Service.
• Support special projects and process improvements; maintain organized documentation/records.
• Track and analyze monthly chargeback trends for all customers.
• Manage Chargeback/Rebate Mailbox