EDI & Deductions Specialist

About the role

In its deductions function, the EDI & Deductions Specialist is responsible for researching and resolving customer deductions and chargebacks. This position researches and analyzes customer deductions for product shortages, damages, pricing discrepancies, customer incentives, or other deductions taken by customers. Will work with Finance and Sales to integrate Trade Spend software into efficient processes. In its EDI function, the EDI & Deductions Specialist is responsible for managing and supporting the electronic exchange of business documents between customers, suppliers, and partners. Develop, maintain, and troubleshoot EDI transactions and integrations to ensure accurate, timely, and secure data transfer. Will work closely with internal teams and external trading partners to resolve issues, onboard new partners, improve processes, and ensure compliance with industry standards and company requirements.

Responsibilities

• Obtains supporting documentation to research and resolve outstanding customer deductions/chargebacks.
• Works directly with customers, sales, brokers, finance, customer service, and supply chain.
• Identifies and properly assigns reason codes to customer deductions for credit reporting and performance metrics.
• Provides proofs of delivery as necessary.
• Prepares chargeback notices/documentation for distribution to customer and/or credit specialist for collection.
• Defines, documents, and improves deviations resolution processes.
• Trains others on processes within the department.
• Supports Finance and Sales with integrating Trade Spend software into efficient daily processes.
• Supports the following departments with internal EDI set ups in JDE: Sales, Customer Relations, Logistics, and Procurement.
• Manages product EDI mapping within JDE, warehouse set ups within JDE, EDI invoice set up, EDI order acknowledgement set up, and general EDI troubleshooting.
• Manages EDI invoicing to customers.
• Manages the Customer Relationship during EDI set ups/fixes.

Requirements

• Associate’s degree or equivalent in accounting or other business related field preferred.
• Understanding of generally accepted accounting principles (GAAP).
• 2+ years relevant work experience strongly preferred.
• Experience with Oracle systems (i.e. JD Edwards) is a plus.
• EDI experience is a plus.
• Strong written and verbal communication skills.
• Excellent organizational skills.
• Very detail-oriented.
• Analytical skills required.
• Accomplished user of Microsoft Office (Excel & Word).

Physical requirements

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (Occasionally = 1–33% of the time; Frequently = 33–66% of the time; Constantly = 66–100% of the time)

• Constantly required to use hands and fingers to handle or feel objects and controls.
• Frequently required to walk, bend and reach with hands and arms.
• Frequently required to talk and hear.
• Constantly sitting for long hours.
• Occasionally lift and/or move up to 15 pounds.
• Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus naturally or with correction.

Work environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (Occasionally = 1–25% of the time; Frequently = 26–75% of the time; Constantly = 76–100% of the time)

• Work is typically performed in an office environment.
• Occasionally exposed to a moderate level of noise that may make it difficult to concentrate.
• Occasionally exposed to wet, humid with slippery conditions, hot and cold environment.

Benefits

• Medical, Dental, & Vision Insurance
• Basic Life Insurance
• Voluntary Life Insurance
• Flexible spending accounts & Health Savings Accounts
• 401k Retirement Plan
• Paid Holidays
• Paid Vacation
• Employee Assistance Program
• Short term/Long term disability
• Volunteer time off (VTO)
• Tuition Reimbursement
• Pet insurance