Rebates Analyst

About Xerox Holdings Corporation

For more than 100 years, Xerox has continually redefined the workplace experience. Harnessing our leadership position in office and production print technology, we’ve expanded into software and services to sustainably power the hybrid workplace of today and tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today’s global, distributed workforce. From the office to industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive success for our clients. At Xerox, we make work, work. Learn more about us at www.xerox.com.

JOB PURPOSE/MISSION/SUMMARY:

Rebates Analyst

Rebates Analytics

Responsible to create data reports/presentations to help identify and establish business opportunities on the quote creation, maintenance and usage to improve the business in relation to: rebate claims comparative and trending analysis, hardware vs supplies trends report, bid misuse/fraudulent activities detection, VIR analytics, MDF analytics, etc.

Key Roles & Responsibilities / Key Job Functions.

REBATE CLAIMS PROCESSING:

• Validates correctness of the rebate claim against the contract, revenue, sell-in and sell-out reports from Sales Force (Dealdesk), Business Intelligence, Channel Data Management, etc.
• Communicates and negotiates with offshore counterparts, sales team, country finance and geo pricing team on concerns relating to the customer’s programs or agreement, or to the customers for any additional requirementsAudits supporting documents to establish legitimacy of the claim
• Resolving system detected errors in the claim with complete documentation and/or attaching necessary supporting documents on a timely manner.
• Ensures timely payment of rebate obligation based on target Service Level Agreement or urgency request to exceed customer expectation consistently. Works with various teams affecting rebates payout such as Sales, CDM Team, Quotes Team, Bank Team and Accounts Receivable Team to ensure all pertinent information necessary for a timely rebate processing and payments are being provided.
• Partner management includes issue resolution, support partners technical challenges encountered in Vistex Portal, Reconciliation of customer claim and Lexmark calculation. This also includes providing recommendation for any changes needed by the partner to avoid incurring similar issue in the future.
• Engages customer relationship management through phone communications.
• Incorporate all rebate related Global Policies and Procedures and how it applies to the assigned country/customer.
• Maintains account monitoring/logs for inventory balances for rebates claim validation and for historical purposes.
• Provides payment details to customers paid by check or via automatic clearing house (ACH) and reconciliation reports on variances for credits processed.
• Ensures that rebates processed have been paid and communicates with the customers for updates on their rebate claims.
  
  

• Updates performance metrics, claim logs and other monitoring tools
• Complies with other ad hoc requirements from management
  
  

• Actively participates in creating projects for business reports & analytics
• Create and provide reports to support the rebates analytics process
• and other reporting packets depending on the frequency of request for all Sales Operations: Rebates business areas and other ad hoc reportsAnswers queries about reports and presentations providedAnalyzes, develops and suggests improvements based on data trends and analysis
• Performs all other tasks as directed by manager.
  
  

• Assumes additional responsibilities & other job-related tasks that maybe assigned
• Provides back up and support to teammates (in the absence of a peer)
• Participates in projects and trainings for continuous improvement.
• Identify and resolves pain points of the partners to continuously improve the customer experience in managing their programs and agreements.
  
  

• Should be a subject matter expert of the rebates process under his/her responsibility.
• Has a specific understanding of other rebates processes within the department and other department’s processes of which the department has relationship with.
• Equipped with knowledge on excel functions, complex formulas and tables. Can create power point presentations and at the same time be able to deliver it to the necessary audience.
• Has knowledge on internal control procedures, accounts receivable, revenue recognition, corporate policies, and business conduct.
• Must be team-oriented with good interpersonal skills and professional relationship with colleagues in order to build and foster team spirit and thereafter help the team achieve its full potential.
• Can articulate his/her thoughts and must be open, approachable, knows how to accept constructive criticism and listen, in order to have a two-way communication. Can cascade information to the team in a clear and concise manner.
• Able to fluently communicate both orally and written any deliverables to management, partners and/or stakeholders
• Be able to effectively apply applicable Lean methodologies on his/her daily activities while initiating Lean process/project improvements.
• Should have a sense of integrity, analytical skills possessing the 7 Design Behaviors (customer-focused, ownership, proactive/self-initiated, team oriented, innovative, straight talk and sense of urgency)
• Advanced knowledge in using MS Applications (Word, Excel, PPT, etc.)
• Basic Knowledge in MS Access is an advantage.
  
  

• At least 2 years work experience in any Finance, AR or Accounting related function.
• Bachelor of Science in Accountancy or Management Accounting graduate (preferred)
  
  

• Bank Team, for timely payment of claims that are to be paid via check, wire transfer and through automatic clearing house (ACH).
• Agreements & Pricing Team, for proper validation of claims against bids/ contracts and prices
• Master Data Management (MDM) and Customer Data Management (CDM) Team, for customer data concerns
• Sales Representatives, for concerns with the customers that need their intervention
• Counterparts in the respective geography and customers, for supporting documentation needed to process claims and for reconciliation
• External customer for issue resolution and partner management.