Built Brands
Deduction Management Specialist
Department:
Finance – FP&A / Trade Spend
Location:
American Fork, UT / Hybrid – No relocation will be offered for this position.
Reports To:
Commercial Finance Manager
The Deduction Management Specialist is responsible for reviewing, validating, and disputing customer deductions working for a fast-paced, high growth CPG company. Operating within the FP&A organization, this role plays a critical part in ensuring accurate trade spend reporting, valid customer deductions, reduction of invalid deductions, and alignment between financial outcomes and promotional activity. The Specialist will be a heavy, advanced user of our TPM software (Promomash) — leveraging the tool to validate deductions, reconcile promotions, support accrual accuracy, and strengthen financial visibility across the business. This role will also act as a liaison between Sales and A/R; ensuring trade spend is in alignment with any trade contracts (when applicable) and promotional calendars while also supporting A/R on accrual methodology in accordance with GAAP.
Key Responsibilities
Review incoming customer deductions for accuracy and proper documentation, ensuring alignment with trade agreements and promotional calendars.
Validate trade and non-trade deductions using Promomash, ERP systems, pricing files, shipment data, and customer contracts.
Categorize deductions by type (promotion-related, shortages, pricing, freight, compliance, etc.) and recommend the appropriate course of action.
Dispute & Resolution Management
Initiate and track disputes for invalid or unauthorized deductions using customer portals, EDI systems, and support documentation.
Partner with Sales, Customer Service, Supply Chain, and external brokers to gather evidence and resolve issues quickly and accurately.
Follow up on dispute outcomes to ensure repayment, credit reinstatement, or root‑cause closure.
System Utilization & Process Execution
Serve as a power user of Promomash for deduction validation, promotion reconciliation, and tracking of trade activities.
Maintain accurate and timely documentation within the platform to support FP&A’s trade spend reporting.
Use system insights to help tie deductions to promotional events, confirm accrual accuracy, and support post‑event analytics.
Provide feedback to FP&A and Sales teams on gaps in promotional execution, accrual management, or data capture revealed via Promomash workflows.
Cross‑Functional Collaboration
Work closely with FP&A to help monitor trade spend performance, identify discrepancies, and support monthly reporting cycles.
Partner with Sales to ensure promotional claims align with planned spend and contractual commitments.
Communicate deduction trends, retailer behavior, and root‑cause insights to leadership and cross‑functional partners.
Data Management & Reporting
Maintain organized, audit‑ready documentation of deduction status, disputes, and financial impact.
Prepare recurring and ad hoc reports for FP&A, highlighting key trends, recovery metrics, customer‑specific issues, and risks to trade spend.
Support month‑end close activities by ensuring deductions are correctly coded, reconciled, and aligned with promotional activity.
Qualifications Required
2–4+ years of experience in deduction management, trade spend support, trade promotions, or finance roles—ideally within Food & Beverage CPG.
Strong familiarity with trade management platforms.
Understanding of trade spend mechanics, promotional planning, and retailer compliance programs.
Strong analytical skills with the ability to interpret financial and promotional data.
Excellent communication and cross‑functional collaboration skills.
Proficiency in Excel and financial data tools.
Preferred
CPG industry experience is strongly preferred, but not required.
Experience with EDI transactions.
Background supporting FP&A or Trade Spend teams in a CPG environment.
Experience working with distributors and brokers.
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Finance – FP&A / Trade Spend
Location:
American Fork, UT / Hybrid – No relocation will be offered for this position.
Reports To:
Commercial Finance Manager
The Deduction Management Specialist is responsible for reviewing, validating, and disputing customer deductions working for a fast-paced, high growth CPG company. Operating within the FP&A organization, this role plays a critical part in ensuring accurate trade spend reporting, valid customer deductions, reduction of invalid deductions, and alignment between financial outcomes and promotional activity. The Specialist will be a heavy, advanced user of our TPM software (Promomash) — leveraging the tool to validate deductions, reconcile promotions, support accrual accuracy, and strengthen financial visibility across the business. This role will also act as a liaison between Sales and A/R; ensuring trade spend is in alignment with any trade contracts (when applicable) and promotional calendars while also supporting A/R on accrual methodology in accordance with GAAP.
Key Responsibilities
Review incoming customer deductions for accuracy and proper documentation, ensuring alignment with trade agreements and promotional calendars.
Validate trade and non-trade deductions using Promomash, ERP systems, pricing files, shipment data, and customer contracts.
Categorize deductions by type (promotion-related, shortages, pricing, freight, compliance, etc.) and recommend the appropriate course of action.
Dispute & Resolution Management
Initiate and track disputes for invalid or unauthorized deductions using customer portals, EDI systems, and support documentation.
Partner with Sales, Customer Service, Supply Chain, and external brokers to gather evidence and resolve issues quickly and accurately.
Follow up on dispute outcomes to ensure repayment, credit reinstatement, or root‑cause closure.
System Utilization & Process Execution
Serve as a power user of Promomash for deduction validation, promotion reconciliation, and tracking of trade activities.
Maintain accurate and timely documentation within the platform to support FP&A’s trade spend reporting.
Use system insights to help tie deductions to promotional events, confirm accrual accuracy, and support post‑event analytics.
Provide feedback to FP&A and Sales teams on gaps in promotional execution, accrual management, or data capture revealed via Promomash workflows.
Cross‑Functional Collaboration
Work closely with FP&A to help monitor trade spend performance, identify discrepancies, and support monthly reporting cycles.
Partner with Sales to ensure promotional claims align with planned spend and contractual commitments.
Communicate deduction trends, retailer behavior, and root‑cause insights to leadership and cross‑functional partners.
Data Management & Reporting
Maintain organized, audit‑ready documentation of deduction status, disputes, and financial impact.
Prepare recurring and ad hoc reports for FP&A, highlighting key trends, recovery metrics, customer‑specific issues, and risks to trade spend.
Support month‑end close activities by ensuring deductions are correctly coded, reconciled, and aligned with promotional activity.
Qualifications Required
2–4+ years of experience in deduction management, trade spend support, trade promotions, or finance roles—ideally within Food & Beverage CPG.
Strong familiarity with trade management platforms.
Understanding of trade spend mechanics, promotional planning, and retailer compliance programs.
Strong analytical skills with the ability to interpret financial and promotional data.
Excellent communication and cross‑functional collaboration skills.
Proficiency in Excel and financial data tools.
Preferred
CPG industry experience is strongly preferred, but not required.
Experience with EDI transactions.
Background supporting FP&A or Trade Spend teams in a CPG environment.
Experience working with distributors and brokers.
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