Key Responsibilities
1. Team Leadership & Operational Management
- Lead, mentor, and manage a team responsible for trade promotion management and claim processing.
- Define and monitor KPIs (TAT, accuracy, compliance adherence) for the trade claims team.
- Drive continuous improvement initiatives to enhance process efficiency and controls claim processing and reduction in errors.
- Global role covering more than 30 markets.
2. Promotion Setup & System Management
- Oversee setup, validation, and tracking of all promotional schemes in SAP and Anaplan TPM/TCM platform.
- Ensure correct mapping of various trade schemes, channel spends, promo mechanics, slab-based incentives, and retailer agreements.
- Maintain system hygiene and coordinate with cross functional team’s support for issue resolution.
3. Trade Claims Processing
- Ensure timely and accurate processing of distributor and retailer claims across different schemes, and E‑commerce channels.
- Validate claims as per scheme approvals, terms, trade contracts, and commercial guidelines.
- Monitor claim aging, manage disputes, and ensure closure within defined SLAs.
4. Financial Governance & Compliance
- Maintain strong controls on trade spends, promo budgets, and claim validations.
- Monitor accruals and ensure accurate monthly trade provision accounting.
- Support internal/external audits and ensure compliance with internal control framework /SOX controls.
- Highlight risks such as overspends, non‑compliant claims, and leakages.
5. Reporting & Analytics
- Deliver periodic reports on claim status, promo performance, and spend utilization.
- Provide analytics to support decision‑making and improve ROI on promotions
6. Cross‑Functional Collaboration
- Partner closely with Sales, Trade Marketing, Key Accounts, and Finance teams for scheme setup, claim resolution, etc.
- Support business teams with relevant insights and process guidance.
- Work with Sales Finance to align on trade budgets, accruals, and forecasted spends.
Qualifications
- CA, CMA, & MBA with relevant industry experience
- 8 – 10 years of experience in FMCG/Consumer Goods/Retail trade promotions, sales finance, commercial finance, or claims management.
- Strong working knowledge of SAP SD/FI and Anaplan (TPM/TCM modules).
Skills & Competencies
- Strong understanding of Consumer healthcare/FMCG various trade structures and scheme mechanics.
- Expertise in trade claims processing, promotions, and financial controls.
- Advanced Excel; Power BI or similar reporting tools preferred.
- Strong stakeholder management and communication skills.
- High attention to detail, problem‑solving ability, and process orientation.