Team Lead - Trade Finance (Promotions & Claim)

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.

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.