Trade Finance Support Analyst
FuseGlobal · Solon, Ohio, United States · $69K/yr
Design Services · 2-10 employees
About the role
The Trade Finance Support Analyst manages trade promotion data, validates financial transactions, and reconciles trade activities within the company's systems. They collaborate with sales and finance teams to ensure accurate forecasting, invoice processing, and compliance with trade programs.
What they look for
Requirements
Candidates must have a bachelor's degree or at least 4 years of relevant professional experience, with 1-2 years specifically in finance or sales support roles. Proficiency in Microsoft Office, particularly Excel, and strong analytical and organizational skills are required.
Benefits
Full description
Title: Trade Finance Support Analyst Location: Solon, OH Company: Fortune 100 Food & Beverage Manufacturing (FuseGlobal has worked with this company for 20 years) Initial term: 12 months (position expected to run longer) Schedule: Monday - Friday, 40 hours/week
About This Role:
The Trade Finance Support (TFS) Analyst plays a critical role in supporting sales and finance with trade operations by entering data, validating financial transactions, reconciling trade activities, and delivering timely reporting and insights to stakeholders. Each TFS Analyst is assigned to specific account managers and customer accounts, serving as the primary point of contact for all trade promotion-related work. This includes managing system updates, maintaining compliance, and driving accuracy across trade processes. The role requires close collaboration with CAM/DSM teams, field finance, and account managers to ensure seamless execution of trade programs and financial integrity.
What You'll Do:
- Data Management & System Updates
- Input and maintain accurate trade updates and changes in XTEL.
- Validate and update necessary changes to ADL (Assortment Distribution List).
- Work with CS to ensure customer profiles are accurate and up to date.
- Forecasting & Planning
- Send sales reports to CAM/DSM for review and schedule forecast review calls.
- Validate forecast numbers and ensure alignment with TRR (Trade Review Report).
- Support planning tools such as X11 Planning Tool and Weekly Event Spend Report.
- Review and revise the forecast before the lock date of each month.
- Call out gaps and trends based on prior month/year performance.
- Trade Management & Reconciliation
- Review and reconcile events to ensure goals and TRR align with Sales Finance.
- Manage promotional data updates and ensure accuracy across systems.
- Review daily SDB (sales bulletins) and follow-up actions
- Invoice & Deduction Processing
- Validate invoice backup and process payments in XTEL.
- Match deductions to promotions; collaborate with Business Partners to resolve mismatches.
- Manage weekly deduction reports and escalate unresolved issues.
- Collaborate/assist on UADs. Review the 054/055 report to determine if money can be applied to UADs.
- No Paperwork Deductions - review and assist on aged cases over 60 days.
- Cross-Functional Collaboration
- Participate in monthly Sales and Trade review calls with Field Finance, Account Managers, and CAM/DSM.
- Coordinate with CAM/DSM for updates, clarifications, and issue resolution.
- Facilitate Monthly Training – Refreshers and Best Practices.
What You Bring:
- Education Requirements
- Bachelor’s degree required; or equivalent experience defined as a minimum of 4 years of relevant, professional-level experience in a similar field.
- Experience & Skills Requirements
- 1–2 years of professional experience in areas such as Accounts Payable, Accounts Receivable, Sales, or Sales Support.
- Ability to work independently with minimal supervision while maintaining accountability for results.
- Strong communication skills—clear, concise, and effective in both written and verbal formats.
- High attention to detail with the ability to thrive in a fast-paced, dynamic environment.
- Excellent time management and organizational skills to handle multiple priorities simultaneously.
- Proven ability to manage complex workflows and adapt to shifting priorities.
- Strong analytical and problem-solving skills, with the ability to troubleshoot issues effectively.
- Advanced computer proficiency and a demonstrated ability to learn new systems quickly.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with intermediate Excel skills including pivot tables and VLOOKUP.
Compensation & Benefits:
- Up to $33 per hour + overtime
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Disability insurance
About FuseGlobal: FuseGlobal is a partnership of people and brand-leading companies, working together to make things run better. For 25 years we have brought functionality to complex business and production processes and supply chains, resulting in enterprises that run smarter and more sustainably. Interested in digital manufacturing, industrial engineering, supply chain management, all-things tech, and energy & the environment? This is where we live. Engage with us!
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