Trade Analyst

Kodiak Cakes

Trade Analyst managing receivables, deductions, collections, and trade finance workflows for Kodiak’s CPG business. Supporting sales and operations through reporting, dispute resolution, and process automation.

Posted 8/6/2026full-timeRemote • Utah • 🇺🇸 United StatesMid-LevelSenior💰 $62,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in accounts receivable management, trade analysis, and financial reporting, with a strong focus on compliance and process improvement. Proficient in utilizing trade management systems and advanced Excel skills to enhance operational efficiency and accuracy.

Highest-signal resume keywords

Accounts Receivable ManagementTrade AnalysisExcel ProficiencyERP Systems ExperienceCPG Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounts ReconciliationCash ApplicationTrade Deduction AnalysisKPI Dashboard PreparationFinancial Statement CloseCredit Procedures AdministrationProcess Improvement ImplementationAutomation of AR WorkflowsMaterial Offsets VerificationDeductions Dispute Resolution

Soft Skills

Attention to DetailOrganizational SkillsSelf-MotivationCommunication SkillsCollaboration

Tools & Technologies

MS Office SuiteExcelERP SystemsTrade Management SystemsPower BINetSuiteBluePlanner

Certifications & Qualifications

Bachelor’s Degree in Accounting

Industry Keywords

CPG IndustryTrade Finance PoliciesInternal ControlsCustomer Payment PerformanceDays Sales Outstanding

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Reconcile customer invoicing with 3PL inventory reporting
Process and apply customer deduction spend to the correct GL accounts
Apply daily cash receipts to customer accounts and reconcile accurately and promptly
Verify material offsets and deductions charged against invoices, including trade plan spending through trade planning software
Communicate and collaborate with internal and external stakeholders, customers, and brokers
Analyze trade deductions, claims, and promotions to identify trends and root causes
Provide insights to improve trade spending efficiency and minimize outstanding receivables
Prepare and maintain weekly AR aging reports, customer payment performance summaries, and KPI dashboards
Document trade agreements, payment terms, and credit policies; report non-compliance
Investigate and resolve pricing, promotion, and deduction disputes
Work with sales, commercial finance, and customer service teams to resolve issues
Identify and implement process improvements for AR management and trade analysis
Support automation of AR and trade finance workflows using uploads, scanners, and Power BI reports; partner with IT on customer-specific tools
Ensure compliance with internal controls, accounting standards, and trade finance policies
Dispute and collect erroneous material offsets and deductions
Collect outstanding receivables to achieve days sales outstanding targets
Administer credit procedures for new and existing customers
Assist with monthly financial statement close, reconciliations, and accruals
Assist with annual audit documentation

Requirements

What you’ll need

Meticulous attention to detail and highly organized mindset
Proficiency with MS Office suite, especially Excel
Experience with ERP and Trade Management systems
Self-motivated and accountable
Ability to thrive in a rapidly growing organization
Strong written and verbal communication skills, including presenting information and summarizing key concepts
Bachelor’s degree in accounting (ideally)
CPG industry experience (ideally)
Familiarity with NetSuite and BluePlanner (ideally)
Legal authorization to work in the United States
Ability to answer questions about Trade Analyst experience in the CPG industry, BluePlanner experience, and Excel proficiency

Benefits

Comp & perks

Competitive health, dental, and wellness benefits beginning on the first day of employment
401k match
Annual discretionary bonus program
Medical/dental/vision plans
FSA & HSA accounts
Life & ADD Insurance
Short Term & Long-Term Disability Insurance
Cell Phone & Internet Stipend
Relocation assistance
Annual Professional Development Stipend
Travel Reimbursement
Annual performance bonus
Employee Equity Plan
A company fleet of snowboards and other equipment
Wellness lifestyle allowance (B.E.A.R Bucks)
Mental Health Therapy Benefit & the Calm app
All-you-can-eat flapjacks
Responsible Time Off
Early-out Fridays
Parental leave
Casual dress code
A variety of other Kodiak-unique perks