Team Lead - Trade Finance (Claims management)

Job description

Role Title: Team Lead - Trade Finance (Claims management) - Consumer Health NRT Location: Bajarahills , Hyderabad (Onsite) Apply Here: https://smrtr.io/BGz4K 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 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. 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, non‑compliant 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. 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 • 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, problem‑solving ability, and process orientation