Deduction Management Specialist

Deduction Management Specialist

Department: Finance – FP&A / Trade Spend

Location: American Fork, UT / Hybrid – No relocation will be offered for this position.

Reports To: Commercial Finance Manager

The Deduction Management Specialist is responsible for reviewing, validating, and disputing customer deductions working for a fast-paced, high growth CPG company. Operating within the FP&A organization, this role plays a critical part in ensuring accurate trade spend reporting, valid customer deductions, reduction of invalid deductions, and alignment between financial outcomes and promotional activity. The Specialist will be a heavy, advanced user of our TPM software (Promomash) — leveraging the tool to validate deductions, reconcile promotions, support accrual accuracy, and strengthen financial visibility across the business.

This role will also act as a liaison between Sales and A/R; ensuring trade spend is in alignment with any trade contracts (when applicable) and promotional calendars while also supporting A/R on accrual methodology in accordance with GAAP.

• Review incoming customer deductions for accuracy and proper documentation, ensuring alignment with trade agreements and promotional calendars.
• Validate trade and non-trade deductions using Promomash, ERP systems, pricing files, shipment data, and customer contracts.
• Categorize deductions by type (promotion-related, shortages, pricing, freight, compliance, etc.) and recommend the appropriate course of action.

• Initiate and track disputes for invalid or unauthorized deductions using customer portals, EDI systems, and support documentation.
• Partner with Sales, Customer Service, Supply Chain, and external brokers to gather evidence and resolve issues quickly and accurately.
• Follow up on dispute outcomes to ensure repayment, credit reinstatement, or root‑cause closure.

• Serve as a power user of Promomash for deduction validation, promotion reconciliation, and tracking of trade activities.
• Maintain accurate and timely documentation within the platform to support FP&A’s trade spend reporting.
• Use system insights to help tie deductions to promotional events, confirm accrual accuracy, and support post‑event analytics.
• Provide feedback to FP&A and Sales teams on gaps in promotional execution, accrual management, or data capture revealed via Promomash workflows.

• Work closely with FP&A to help monitor trade spend performance, identify discrepancies, and support monthly reporting cycles.
• Partner with Sales to ensure promotional claims align with planned spend and contractual commitments.
• Communicate deduction trends, retailer behavior, and root‑cause insights to leadership and cross‑functional partners.

• Maintain organized, audit‑ready documentation of deduction status, disputes, and financial impact.
• Prepare recurring and ad hoc reports for FP&A, highlighting key trends, recovery metrics, customer‑specific issues, and risks to trade spend.
• Support month‑end close activities by ensuring deductions are correctly coded, reconciled, and aligned with promotional activity.

• 2–4+ years of experience in deduction management, trade spend support, trade promotions, or finance roles—ideally within Food & Beverage CPG.
• Strong familiarity with trade management platforms.
• Understanding of trade spend mechanics, promotional planning, and retailer compliance programs.
• Strong analytical skills with the ability to interpret financial and promotional data.
• Excellent communication and cross‑functional collaboration skills.
• Proficiency in Excel and financial data tools.

• CPG industry experience is strongly preferred, but not required.
• Experience with EDI transactions.
• Background supporting FP&A or Trade Spend teams in a CPG environment.
• Experience working with distributors and brokers.