Team Lead - Trade Finance (Claims management)

Role Title:         Team Lead - Trade Finance (Claims management) - Consumer Health NRT

Location:           Bajarahills , Hyderabad (Onsite)

Apply Here:      https://smrtr.io/BWvj_

Job Description

Key Responsibilities

1. Team Leadership & Operational Management

• Lead, mentor, and manage a team responsible for trade claims management.
• 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.
• Understand trade promotions and ensure accurate processing of trade claims

2. Trade Claims Processing

• Ensure timely and accurate processing of distributor and retailer claims across different schemes, and Ecommerce channels.
• Validate claims as per scheme approvals, terms, trade contracts, and commercial guidelines.
• Monitor claim aging, manage disputes, and ensure closure within defined SLAs.

3. 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, noncompliant claims, and leakages.

4. Reporting & Analytics

• Deliver periodic reports on claim status, KPIs tracking, deviations management
• Provide analytics to support to commercial teams on customer/market wise information to make quicker decisions.

5. CrossFunctional 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
• 5 8 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 (TCM module).

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, problemsolving ability, and process orientation