AR Claims Analyst

General Responsibilities

• Access vendor portals to obtain deduction details and supporting documentation.
• Run and analyze deduction reports to identify issues and trends.
• Determine claim types and gather correct documentation for shortages, price discrepancies, penalties, allowances, freight, and advertising claims.
• Validate customer claims and issue credits when appropriate.
• Retrive shipping documents and routing guides.
• Communicate recurring chargeback patterns to internal departments.
• Leverage advanced Excel functions to increase accuracy, streamline claim tracking, and support reporting.

Required Experience

• 1–3 years of experience in Accounts Receivable, Credit Collections, or related finance roles.
• Experience processing high-volume claims, deductions, or payment applications preferred.
• High School Diploma or equivalent.

Required Technical Competencies

• Advanced Excel Skills (Required)
• Candidates must be proficient in:
• Pivot Tables
• VLOOKUP / XLOOKUP
• INDEX/MATCH
• Nested formulas
• Conditional formatting
• Data validation

Additional Technical Requirements

• Strong proficiency in Microsoft Office Suite.
• Ability to navigate vendor portals and web-based documentation platforms.

Required Behavioral Competencies

• Adaptability: Maintains effectiveness during changes in processes or systems.
• Strategic Working Relationships: Develops effective cross-functional partnerships.
• Decision Making: Analyzes data and documentation to reach sound conclusions.
• Initiative: Proactively identifies and resolves account and claim issues.
• Work Management: Manages time and tasks effectively in a deadline-driven environment.
• Work Standards: Upholds high standards of accuracy, accountability, and professionalism.