Financial Analyst (Rebates)

Job Responsibility:

Customer Rebate Calculations and Processing

• Generate sales reports to calculate rebate targets
• Calculate customer rebates
• Write and maintain rebate agreements and other contracts
• Prepare rebate letters for customers for rebate payments
• Update and maintain master rebate database
• Assist with the preparation of working papers for yearend engagement with External auditors
• Monthly reconciliations of rebate clearing accounts
• Inform salespeople when rebate agreements are terminating and require renewal
• Report and monitor customers' target purchase requirements
• Liaison with commissions accountant for monthly commissions adjustments
• Process and coordinate special Group Practice Pricing rebates for customers
• Coordinate payment with other departments as per agreement
• Prepare cheque vouchers in accounting software
• Resolve any inquiries or issues with rebate
• Coordinate special invoicing for unique rebates such as Free Equipment programs
• Ensure liens and invoicing is processed accurately for equipment rebates, including buyouts

Financing Program

• Work on initial set up of Financing program credit approvals and amortization schedules
• Ensure entries relating to program are maintained on a timely basis and collections are staying current
• Work with Sales to ensure customer programs are well maintained
• Keep the financing payment tracker up to date
• Report quarterly on various metrics such as capital margin, credit extended, # of new customers

Other:

• Work on process improvements
• Gather and analyze month-end sales and margin by region analytics for sales channels