Rebate Analyst I

Job Description

Position Summary:

Responsible for the day‑to‑day execution of rebate/chargeback processes: validate and resolve customer rebate claims, process chargeback requests, ensure pricing/SPA compliance, ensure timely claim payout and deliver insightful reporting to Sales, Pricing, and Finance.

Major Responsibilities

• Review agreements to ensure correct customer/product setup and eligibility.
• Validate and resolve rebate claims within required timelines (30 days of receipt).
• Investigate disputes, reconcile discrepancies, and escalate as needed.
• Communicate with customers on claim status; partner with internal teams to ensure accurate processing.
• Manage timely upload/verification of chargeback requests; process per policy.
• Support product and price communications
• Review order/quote/invoice details in Oracle/Salesforce/Altra as applicable.
• Apply SPA pricing/contract compliance knowledge to resolve exceptions.
• Maintain a repository of chargeback statistics/trends and manage shared mailbox.
• Deliver monthly/quarterly rebate performance reports and effectiveness insights.
• Partner with Sales, Pricing, Finance, and Customer Service.
• Support special projects and process improvements; maintain organized documentation/records.
• Track and analyze monthly chargeback trends for all customers.
• Manage Chargeback/Rebate Mailbox
  
  

Required Education / Experience / Skills:

• Bachelor’s degree in Finance, Business Administration, Data Management or related field.
• 2+ years of experience in chargeback/rebate processing, pricing, or financial operations.
• Strong analytical/problem‑solving skills; high attention to data accuracy.
• Strong understanding of ERP systems (SAP, Oracle)
• Proficiency in Microsoft Office Suite including Excel, Access, PowerPoint, and Word.
• Strong communication skills and ability to work collaboratively with internal and external stakeholders.
• Experience with ERP/CRM (SAP, Oracle, Salesforce); familiarity with SQL Server; Alteryx is a plus.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Knowledge of SPA pricing and contract compliance.
  
  

About Regal Rexnord

Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company’s electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company’s automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools.

The Company’s end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture.

Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com.

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