OverviewThis is a Foodservice Analyst role for all contract setups and payments (current, renewal and new contracts)
Role will include contract management, expired tactics and all payments
Creating a strong relationship with Sales (KAM/FSRs) and Finance
This role requires analytical thinking, flexibility to adapt to changes, proactiveness and relationship-building skills

Responsibilities

Ensure accurate and timely delivery of tasks outlined below

Build a working relationship with division teams and understand the work to be completed
Work closely with the current HBS West Division FS team as well as with PBNA Division SMEs to learn the contracts, payments and legal processes and details
Request, review and maintain files

CONTRACT SET UP & MAINTAINENCE (process steps may vary by Division based on Finance requirements)

Review BAM vs Contract
Contact the contract owner/FSR with a list of items that do not align with the BAM
Using Finance approval email, setup contract as written
Setup the contract's tactics in TPM
Estimate combined DSD & PDP annual rebate payments per Sales Location based on BAM
Add FOBO information in the tactics to include their portion of the payment(s)
Verify if there is OTS funding supporting this contract
Ensure documentation is saved for all funding
Add the supplier number to the tactics and roll all tactics for the term of the contract
Send email confirmation to contract owner of completed TPM setup

CONTRACT SET UP & MAINTAINCE- 3POs or Third-Party Operators (process steps may vary by Division based on Finance requirements)

Setup 4 quarterly BASE tactics for all B&C set at a rate determined by Finance
Weekly reports are sent to the Sales Team with performance status and SKU requirements
The accrual rate is adjusted based on performance and forecast 2-3 days before quarter-end
A final report for the quarter is distributed to Sales and TPM Teams
Did the customer have net revenue growth to earn a payment
Did the customer meet all the SKU requirements
Contact Sales Team to inform them that SKUs were missed
Payment is denied and tactic moves to Completed status
Print a pdf of the Finance report and attach as backup to the payment in TPM
Adjust the amount to match the report from Finance and approve the payment
Send email confirmation to contract owner and Channel Manager of approved payment

CONTRACT ROLL OVER (process steps may vary by Division based on Finance requirements)

Quarterly check whether customer contract has a VTH (Volume Threshold) or auto renewal clause
Is VTH (Volume Threshold) met by the customer
The backup report is attached based on which the rollover period is determined
Rollover is created in the TPM for all the rebates tactic

PAYMENTS (process steps may vary by Division based on Finance requirements)

Monitor all pending payments in TPM. Manual and volume based Payment require Hub to interact for payment.
What is the payment type (PDP or Dual DSD & PDP)
Lookup the distributor name by pulling a PDP report in ERT
Request a volume report from the KAM providing the COF, delivery address, distributor name and specific timeframe
The report is formatted and the payment calculations are added for backup
Run a DSD volume report and add volume to payment calculations if needed
Is a volume or net revenue report needed to validate the payment (adjustable lump sum or rebates)
Assigned to Sales Team runs the DSD ERT report, formats it and calculates the payment
Request a volume report from the contract owner providing the FOBO name, delivery address and specific timeframe
The report is formatted and the payment calculations are added for backup
The FOBO payment request is adjusted and completed in TPM with a new payment dropping the next day
Does the automatic payment (Advance and EOY) in TPM need to be adjusted
Contractual lump sum payments not tied to performance requirements are moved to KAM Manager Review status
Standard in arrears payments (typically EOY) are adjusted based on the backup report and moved to KAM Manager Review status
The backup report is attached to the payment and it's moved to KAM Manager Review status
The SPA-Finance Team creates the manual payment, attaches the invoice (i.e. Marketing fund) and moves the payment to KAM Manager Review status
Email is sent to contract owner and Channel Manager with any backup documents and confirmation of approved payment
Notes are added to the LTA or tactic to avoid accidental approval until the payment is ready for
Reminder emails are sent to the contract owner and Channel Manager on a Period basis asking for status of payment until completed
If the payment will never be paid, the payment is denied and the tactic is closed

Qualifications

3-4 years of experience as junior/mid-level analytics professional with experience, preferably in a leading consumer goods company
Bachelors in finance or economics
Strong knowledge of MS Office programs specifically Excel
Have 1+ years experience using SAP & Oracle platforms
Propensity to learn PepsiCo software systems
Highly organized and responsive, with ability to work to SLAs and tight deadlines
Best-in-class time management skills, ability to multitask, set priorities and plan
Excellent written and oral communication skills; proactively communicates using appropriate methods for situation and audience in clear, concise and professional manner
Ability to provide superior customer service
Language Skills Fluent English

Assistant Manager - Sales Admin & Ops