What are the responsibilities and job description for the Trade Analyst position at Kodiak Cakes?
Who are we?
Kodiak is one of the fastest growing food companies that is disrupting the industry with its better-for-you breakfast and snacking options. Our journey with food began by restoring the tradition of whole grain flapjacks and adding some protein to fuel folks' adventures. In the process, we discovered that foods made closer to nature are not only fueling but taste better. So, we set out to inspire wilder, wide-open lives by feeding epic days through real breakfasts. That's one of the reasons we're in the scenic Rocky Mountains of Park City, Utah: to live our purpose and be close to nature.
Our mission is to become the most loved, next generation food brand, and we're well on our way. We craft the best-selling whole grain flapjack mix in the nation along with toaster waffles, baking mixes, oatmeal, syrup, and snacking options at all major retailers. We're expanding rapidly as our business continues to grow year-after-year and need to build our team with people that share our passion for the outdoors, bring industry experience, thrive in an entrepreneurial culture, and want to make an impact in the food space. We believe that eating real, good-for-you food, being active outdoors, and preserving nature will restore balance generations before us worked so hard to forge. We embrace the spirit of the Kodiak – a pristine wilderness with a rich ecosystem – and we rely on that spirit of the Kodiak to inspire the work we do, the food we eat, and the way we play.
Job Type: Full-Time, Salaried (Exempt)
Job Location: Kodiak HQ: Park City, Utah (In-Office) Preferred
What will this position do?
The Trade Analyst is responsible for the daily activities of trade management, cash application and collection of accounts receivable. This role is responsible for all accounts receivable-related tasks but will also be utilized for other related accounting and finance needs as assigned. This role bridges finance, sales, and operations to support trade processes, monitor customer account performance, and contribute to overall financial health.
This role is based in our headquarters near the ski slopes and mountain trails of Park City, Utah (remote work options available for qualified candidates). We have a hybrid schedule. We offer competitive compensation and benefits that include:
At Kodiak, we foster a truly inclusive community that encourages, supports, and celebrates what makes each of us unique. We bring our full authentic selves to work and leverage our diverse backgrounds and perspectives to create a culture of belonging that feeds epic days & wilder lives.
Kodiak is one of the fastest growing food companies that is disrupting the industry with its better-for-you breakfast and snacking options. Our journey with food began by restoring the tradition of whole grain flapjacks and adding some protein to fuel folks' adventures. In the process, we discovered that foods made closer to nature are not only fueling but taste better. So, we set out to inspire wilder, wide-open lives by feeding epic days through real breakfasts. That's one of the reasons we're in the scenic Rocky Mountains of Park City, Utah: to live our purpose and be close to nature.
Our mission is to become the most loved, next generation food brand, and we're well on our way. We craft the best-selling whole grain flapjack mix in the nation along with toaster waffles, baking mixes, oatmeal, syrup, and snacking options at all major retailers. We're expanding rapidly as our business continues to grow year-after-year and need to build our team with people that share our passion for the outdoors, bring industry experience, thrive in an entrepreneurial culture, and want to make an impact in the food space. We believe that eating real, good-for-you food, being active outdoors, and preserving nature will restore balance generations before us worked so hard to forge. We embrace the spirit of the Kodiak – a pristine wilderness with a rich ecosystem – and we rely on that spirit of the Kodiak to inspire the work we do, the food we eat, and the way we play.
Job Type: Full-Time, Salaried (Exempt)
Job Location: Kodiak HQ: Park City, Utah (In-Office) Preferred
What will this position do?
The Trade Analyst is responsible for the daily activities of trade management, cash application and collection of accounts receivable. This role is responsible for all accounts receivable-related tasks but will also be utilized for other related accounting and finance needs as assigned. This role bridges finance, sales, and operations to support trade processes, monitor customer account performance, and contribute to overall financial health.
- Generate and send invoices to customers via EDI and email.
- Verify all material offsets and deductions charged against invoices including, but not limited to, confirming the trade plan spent via trade planning software by reviewing plans and contracts.
- Comfortable corresponding and working with various roles internally and externally (i.e., Kodiak team members, customers, brokers).
- Analyze trade deductions, claims, and promotions to identify trends and root causes.
- Provide insights to improve trade spending efficiency and minimize outstanding receivables.
- Prepare and maintain weekly AR aging reports, customer payment performance summaries, and KPI dashboards.
- Document trade agreements, payment terms, credit policies, and report non-compliance.
- Investigate and resolve disputes related to pricing, promotions, and deductions.
- Collaborate with sales, commercial finance, and customer service teams to resolve issues promptly.
- Identify and implement process improvements to enhance AR management and trade analysis.
- Support the automation of AR and trade finance workflows through uploads, scanners, Power BI reports, and work with IT to create customer specific tools.
- Ensure compliance with internal controls, accounting standards, and trade finance policies.
- Dispute and collect on all erroneous material offsets and deductions.
- Collect outstanding receivables to achieve days sales outstanding targets.
- Administer credit procedures for both new and existing customers.
- Assist in the monthly close of financial statements including reconciliations and accruals.
- Assist in preparing and obtaining documentation for the annual audit.
- Perform other related duties as assigned.
- Highly organized
- Meticulous attention to detail
- Proficiency in information systems. Especially MS Office suite (Excel), ERP and Trade Management systems
- High level of personal accountability
- Ability to thrive in a rapidly growing organization
- Communicates and summarizes basic concepts effectively and professionally in both written and oral form
- Preferred:
- Prior Accounting or Accounts Receivable trade analyst experience
- CPG Industry experience
- Familiarity with NetSuite and BluePlanner
This role is based in our headquarters near the ski slopes and mountain trails of Park City, Utah (remote work options available for qualified candidates). We have a hybrid schedule. We offer competitive compensation and benefits that include:
- Health/vision/dental plans
- 401k match
- Relocation assistance
- Annual performance bonus
- A company fleet of snowboards and other equipment
- Active lifestyle allowance
- Therapy Benefit
- All-you-can-eat flapjacks
- Flexible vacation
- Early-out Fridays
- Parental leave
- Casual dress code
- A variety of other Kodiak-unique perks
At Kodiak, we foster a truly inclusive community that encourages, supports, and celebrates what makes each of us unique. We bring our full authentic selves to work and leverage our diverse backgrounds and perspectives to create a culture of belonging that feeds epic days & wilder lives.
