Finance Manager Rebates and BPO

Reporting to the Director of Finance, NA Shared Services, the Finance Manager for Rebates and Business Process Outsourcing, will initially have responsibility for the rebates processing administration, managing the respective internal and external rebate processing partnerships and developing/improving the financial and KPI reporting as it impacts strategic decision making, profitability and process efficiency & effectiveness. 

This role will work collaboratively with Sales & Marketing, Shared Services, IT, Audit and external partners to manage rebate process controls, conduct internal audits of the business process and ensure transactional processing has maintained integrity throughout the entire end-to-end process.

This critical role will drive accountability within the process and clearly outline expectations for all partners involved to ensure that the service delivery and customer service aspect of rebates administration is managed (people, process and technology).

The Finance Manager will also play an integral business partner role with the NA Sales Organization and the ongoing JD Edwards rebate system implementation to ensure business requirements are met and delivered, working with distributors on rebate information being sent and received in loyalty programs and implement continuous improvement and lean discipline into all aspects of rebates administration, business process outsourcing and order-to-cash efforts. 

Focus areas for rebate and business process outsourcing includes processing and reporting around volume rebates, distributor and counter rebates, contractor rebates, special promotions, discounts and allowances, and vendor managed inventory-rebates. 

Role will develop and support sales reporting and analytics around the effectiveness of pricing and rebates by customer, developing a scorecard to be used by Sales and Finance to support strategic decision making and implement internal audit recommendations for rebate processing improvement(s). 

This role is part of the Shared Services Leadership team for North America.

Assist Director in developing goals and objectives for the rebate accounting team (4 FTEs) along with individual development plans for areas of responsibility 

Work collaboratively with Shared Services Leadership to develop and implement strategic direction for Shared Services to improve efficiency and effectiveness through both technology and process improvement and innovation

Analyze and evaluate business processes and recommend actions to streamline, improve operational efficiencies, and identify opportunities for reducing operational costs in rebates administration

Ensure that staff are trained, motivated, productive, and produce a quality product and/or service

Supervise the timely preparation and analysis of monthly and quarterly financial statements of management rebate reporting, analysis and decision making support

Prepare and review rebate accrual and adjustment entries to the Financial Accounting Team

Prepare quarterly rebate sales commentary and relative margin impact analysis to Senior Management as part of the consolidation process

Evaluate and advise on the impact of rebates on long range planning, introduction of new programs/strategies and regulatory action as it pertains to end customers, contractors and distributors

Act as business partner to the Sales & Marketing teams is it pertains to rebates and pricing analytics

Optimize service delivery processes, tools and technologies and communicate with both upstream and downstream customers with regards to rebates administration

Establish service level agreements with both internal and external customers

Identify and prioritize areas of process improvement to drive efficiency and implement changes and enhancements (process or technology enabled) working within the team and across functions

Seek feedback from various business partners, customers and peer groups to develop improvements that support the business and finance objectives are achieved

Embrace continuous improvement tools and methodologies (Lean Six-Sigma) into all areas of rebates administration and order-to-cash processes it impacts (e.g. billing, collections, sales and pricing analysis support)

A dynamic change leader who can create competitive breakthrough solutions that inspire a high performing workforce, relentless pursuit of continuous improvement, nimble response to marketplace changes and improved organizational effectiveness that will drive strong business results

Interacts with others to build trust and confidence in his/her intentions

Maintains the organization’s vision and values in decision making, exhibiting high integrity, openness and honesty

Demonstrated attention to detail, professional attitude, and ability to maintain confidentiality

Demonstrated effective time management and organization skills

Demonstrated proficiency in leadership and strategic thinking

Demonstrated communication and presentation skills

Addresses conflicts promptly, using focused listening and feedback

Assumes responsibility and accountability for successful execution, considering people and budget impacts as key for success

Honors commitments, protects confidentiality

Sets high standards of performance for oneself and the team

Modifies behavior based on self-awareness to improve impact

Manages conflict, dealing effectively with strategies that seek common ground and support collaborative problem solving

Work is generally performed primarily in the office, but also in various locations (road, airport, customer visits, etc.).

Must be able to remain in a stationary position 50% of the time

Must be able to work flexible hours (including nights and weekends) to complete tasks as assigned

The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer

Must be able to travel throughout the USA and Canada

Up to 25% travel required (passport required)

Bachelor’s degree in Accounting, Finance or Business

Minimum seven (7) years financial accounting experience

Minimum five (5) years supervisory experience

Thorough understanding of Generally Accepted Accounting Principles (GAAP)

Either Lean or Six Sigma Certification and application in an office environment

Master’s Degree in Accounting, Finance or Business

Previous Shared Services and transactional processing experience

Familiarity with US and Canadian tax laws

Rebates Accountants, Rebates Outsourcing Partner