CMA (Customer Marketing Agreements) Analyst II

Date: Nov 29, 2023

Location: Tampa, FL, US, 33617

Company: Coca-Cola Bottlers’ Sales & Services Company, LLC

Job Summary

This position is responsible for providing off invoice managed services to a dedicated CCBSS client. This calls for accurate interpretation of contract terms/promotions and validate the set up in the CMA Subledger.

This position will also:

  • Provide analysis to determine if accounts associated with the CMA are free of material misstatements based on a calculated materiality threshold.
  • Provide correct application of Generally Accepted Accounting Principles and the Standard Accounting Manual.
  • Ensure the controls surrounding the CMA process are adequate and effective.
  • Interact with key Sales and Finance personnel and CCBSS leadership.
  • Work independently without direct supervision and demonstrate superior customer service acumen.

Duties and Responsibilities

CMA Analyst II accountabilities to be adjusted as needed to support assigned CCBSS client:

  • Keen understanding and interpretation of CMA funding contract terms to establish accurate accruals in the CMA Subledger for a comprehensive set of funding programs and promotions including local, national, and alternative route to market.
  • Collaborate with broad range of stakeholders including field sales and finance, order to cash, record to report, procure to pay, and IT to clarify programs/funding, educate users on proper off invoice processes, provide additional reporting, answer inquiries and other ad-hoc requests as required.
  • Process accurate and timely CMA Payments including trade deductions, manual and system checks as well as settlement of post audits as required.
  • Manage CMA files to comply with client specific Chart of Authority, GAAP, and Sarbanes-Oxley regulations including timely sales confirmations, adequate payment support and audit processes.
  • Ensure proper closeout and adjustment to accurately reflect financial impacts.
  • Build & maintain relationships and routines necessary to meet all compliance and customer service requirements. Provide subject matter expertise to clients on all topics related to management of off invoice funding.
  • Utilize a variety of systems and tools to develop and analyze financial and/or customer impacts as required.
  • Work with CMA leadership to identify and document new and/or modified SOPs, processes, and controls to continuously drive process improvements and efficiencies.

Key Skills and Abilities

  • Demonstrated advanced analytical skills required.
  • Ability to work independently without direct supervision.
  • Must have competent verbal and written communication skills.
  • Must possess strong personal computer skills (i.e., MS Office Suite, including intermediate to advanced Excel and Word)
  • Understanding of Generally Accepted Accounting Principles
  • Excellent planning and organizational skills
  • Ability to quickly learn new processes and tools.
  • Knowledge and prior work with S4/HANA SAP and Power BI is strongly preferred.
  • A credit check is required for this position in Finance.
  • Hybrid Work Environment: Employees will be expected to work on-site a certain number of days each week and/or month at the manager’s discretion.

Education Requirements

4 Year / bachelor’s degree or equivalent work experience

Years of Experience

2-3 years’ work experience in Accounting or Finance required

Required Travel

Travel is not expected in this job, however, employees may be asked to travel for meetings or training on occasion. 

Company Message

Coca-Cola Bottlers’ Sales and Service, LLC is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Nearest Major Market: Tampa