Trade Spend Claims Coordinator (City of Monash)

Trade Spend Claims Coordinator (City of Monash)

10 Oct
|
Peters
|
City of Monash

10 Oct

Peters

City of Monash

We have an exciting opportunity for an experienced Trade Spend Claims Coordinator to join our Finance team.

Reporting to the Management Accountant, you will ensure accurate and compliant processing of customer trade spend claims, supporting financial integrity and strong commercial relationships. The role involves claim validation, financial reconciliation, compliance maintenance, stakeholder engagement, reporting, and process improvement within a fast-paced FMCG environment.

Job Description

How You Will Contribute / About the Role

- Claims Processing and Validation: manage complex rebate claims, verify claims against contracts, investigating discrepancies, and ensure timely processing to prevent financial disruption.
- Financial Reconciliation : reconcile claims with financial records, collaborating with the Accounts Receivable team to manage outstanding deductions, and maintain claim registers for visibility.
- Compliance and Controls : ensure all claims adhere to company policies, audit standards, while maintaining accurate documentation.
- Stakeholder Engagement : Interact with Sales, Finance teams, and customers to resolve issues, clarify claims, and obtain necessary approvals.
- Reporting and Analysis : Maintain accurate claim records, support debtors’ facility funding, provide closure reports, and send approval reminders to sales teams.
- Process Improvement: Update procedural documentation, drive process enhancements,



improve claim automation success rates (target> 90% match rate), and participate in system upgrades.
- KPI’s: Monitor adherence to personal and Trade Spend Claims team KPIs (e.g. DDO, claims ageing).

Desired Skills and Experience

About You

- Experience within a commercial trade spend setting with both large corporate customers and smaller accounts;
- Understanding of different trade spends claim types and accounting principles in FMCG or retail industry essential;
- Strong attention to detail and numerical accuracy, crucial for reviewing transaction data, financial records and documents;
- Proficiency in Excel and Trade Spend Management Systems (e.g. Blueshift);
- Well-developed interpersonal skills with an ability to adapt your communication style to suit different internal stakeholders;
- Solid problem-solving skills;
- Strong time management and stakeholder management skills, with the ability to prioritise work;
- Diploma / Certificate in Finance or related field is preferred but not essential.

Exposure to a successful & innovative global FMCG business with a portfolio of iconic and well-known brands.

- Ample free parking.
- Great weekly discount on our iconic ice-creams at our on-site staff shop and subsidised staff canteen.
- Hybrid working arrangements with work from home 2 days week
- Versatile & challenging projects within a dynamic team
- Varied career experiences and personalised development support.

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📌 Trade Spend Claims Coordinator (City of Monash)
🏢 Peters
📍 City of Monash

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