Advantage Solutions Business Financial Administrator in Pleasanton, California

Summary

Business Financial Administrator

At the company, we build people, brands and businesses!The Business Financial Administrator worksclosely with the Sales Team to ensure that our client’s brand marketing and consumer strategies are implemented. The ideal candidate will provide administrative support, and utilize superior customer service skills as the liaison between the sales and client teams. To be successful as a Business Financial Administrator you should be familiar with accounts receivable and balance sheet. As part of our winning team, you’ll receive top-tier training, competitive base salary, and a comprehensive benefits package all with the opportunity for career growth. Apply today for a chance to join the largest sales and marketing agency in North America!

Responsibilities:

  • Administer the claims, deductions, and reconciliation process maintaining accurate records.

  • Assist with repayments, receivables, and collections. Process invoices and billing.

  • Providing Sales Team with accurate and timely promotional contracts.

  • Maintain Claims, Deductions & promotional materials utilizing ECM (Document Management System)

  • Assist Sales Team in coordinating events and creating sales presentations

Qualifications:

  • Bachelor's Degreeor equivalent experience

  • 0-2 years of clerical work or bookkeeping experience

  • Preferred experience in accounting, finance or other related fields

  • Ability to visualize and plan objectives and goals strategically

  • Strong proficiency in Microsoft Office with focus on Excel

  • Excellent written and verbal communications skills

Responsibilities

The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Position Summary

This position works closely with the Sales Team Leader and other support personnel to ensure the client’s brand marketing and consumer strategies are implemented. The ideal candidate will perform administrative duties, act as a liaison between the sales team and client, and be a point of contact for conflict resolutions.

Essential Job Duties and Responsibilities

  • Administer the claims, deductions, and reconciliation processes by meeting client and customer expectations through maintaining accurate records. Assist with repayments, receivables, and collections. Process invoices and billing.

  • Maintain efficient forms management process through consistent application and training.

  • Administer process for providing Sales Team with accurate and timely promotional contracts.

  • Maintain Claims, Deductions & promotional materials utilizing ECM (Company's Document Management System)

  • Support and resolve administrative activities by maintaining communication flow and serving as a liaison for the Sales Team.

  • Interface with Customers and Clients to ensure outstanding customer service

  • Assist Sales Team in coordinating events and creating sales presentations

NOTE: Some Administrators are dedicated to deductions or forms management

Supervisory Responsibilities

Direct Reports

This position does not have supervisory responsibilities for direct reports

Indirect Reports

This position does not have guidance or mentoring responsibilities for indirect reports

Travel and/or Driving Requirements

Travel is an essential duty and function of this job. Driving is not an essential duty or function of this job.

Travel up to 10%

Minimum Qualifications

Education Level: (Required): High School Diploma or GED or equivalent experience

(Preferred): Associate's Degree or equivalent experience

Field of Study/Area of Experience:

0-2 years of experience in Administrative and/or Financial Support

Skills, Knowledge and Abilities

  • Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers

  • Preferred experience in bookkeeping/accounting experience

  • Strong prioritization skills

  • Ability to visualize and plan objectives and goals strategically

  • Excellent written communication and verbal communication skills

  • Excellent customer service orientation

  • Good interpersonal skills

  • Team building Skills

Environmental & Physical Requirements

Office / Sedentary Requirements

Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Additional Information Regarding The Company Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

The Company will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. All of our positions require the satisfactory completion of a background check. Please be aware that acknowledging or having criminal convictions does not constitute an automatic bar to employment. Factors including, but not limited to age and time of the offense, seriousness and nature of the violation, and rehabilitation will be taken into account.

Primary Posting Location : Address 6700 Koll Center Parkway Suite 300

Primary Posting Location : City Pleasanton

Primary Posting Location : State/Province CA

Postal Code 94566

Primary Posting Location : Country US

Requisition ID 2018-166972

Position Type Full Time

Category Professional: (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service)