Business Intelligence, Jr Analyst
Herita USA, Miami, FL, United States
The Junior Business Intelligence Analyst supports the organization’s trade spend and sales analytics functions by managing distributor billback invoices, maintaining invoice tracking and reporting processes, and delivering actionable insights to Sales and Executive Leadership. This role serves as a key liaison between Sales, Finance, and Business Intelligence teams to ensure invoice accuracy, timely reporting, and visibility into spending performance against budget.
The ideal candidate is highly detail-oriented, analytical, organized, and comfortable working with large datasets, invoice documentation, and reporting tools. This position offers strong exposure to sales analytics, financial reconciliation, and business intelligence development within a fast-paced environment.
Responsibilities
key job responsibilities:
Billback & Invoice Management
Enter distributor billback invoices and field-submitted documentation into the company invoice management system with a high level of accuracy and completeness.
Validate invoice details including pricing, program eligibility, and supporting documentation.
Maintain detailed tracking of missing invoices, discrepancies, short-pays, and open deductions.
Work closely with Sales teams, Finance, and external distributor partners to investigate and resolve invoice-related questions or discrepancies.
Ensure compliance with internal documentation standards and audit requirements.
Reporting & Executive Support
Prepare and distribute monthly reports summarizing billback activity, open invoice items, dispute aging, and market-level trends.
Provide visibility into missing or delayed invoices and identify risks related to revenue or trade-spend recognition.
Support month-end and quarter-end closing processes by ensuring billback data is accurate and reconciled.
Business Intelligence & Sales Analytics
Utilize SAP Business Objects and other reporting platforms to generate standard and ad hoc reports supporting Sales and Finance teams.
Analyze spending performance versus budget and provide insights to Sales teams to help manage program effectiveness and spending efficiency.
Monitor data quality and identify inconsistencies or anomalies in sales, depletion, or trade-spend data.
Assist in developing dashboards, reports, and analytical tools that support strategic decision-making.
Process Improvement & Documentation
Maintain and improve standard operating procedures related to invoice intake, billback processing, and reporting workflows.
Identify opportunities to streamline invoice processing, data accuracy, and reporting efficiency.
Support Business Intelligence initiatives and special projects as assigned.
Desired Skills and Experience
Required Qualifications
Bachelor’s degree in Business, Finance, Economics, Information Systems, Data Analytics, or related field preferred.
1–3 years of experience in data analysis, billing, accounts receivable, trade spend, or sales operations support.
Strong proficiency in Microsoft Excel, including pivot tables, lookup functions, and data reconciliation techniques.
Strong organizational skills and attention to detail with the ability to manage multiple priorities and deadlines.
Excellent communication and interpersonal skills with the ability to collaborate across departments.
Ability to translate data into clear, actionable insights for business stakeholders.
Preferred Qualifications
Experience working with distributor billbacks, chargebacks, deductions, or trade-spend management.
Experience with Business Intelligence tools such as Business Objects, Power BI, or Tableau.
Exposure to ERP systems such as SAP or similar platforms.
Experience in the beverage alcohol, consumer packaged goods (CPG), or distribution industries.
Basic knowledge of SQL or data querying concepts.
Employment Type
Full-Time - Hybrid
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The ideal candidate is highly detail-oriented, analytical, organized, and comfortable working with large datasets, invoice documentation, and reporting tools. This position offers strong exposure to sales analytics, financial reconciliation, and business intelligence development within a fast-paced environment.
Responsibilities
key job responsibilities:
Billback & Invoice Management
Enter distributor billback invoices and field-submitted documentation into the company invoice management system with a high level of accuracy and completeness.
Validate invoice details including pricing, program eligibility, and supporting documentation.
Maintain detailed tracking of missing invoices, discrepancies, short-pays, and open deductions.
Work closely with Sales teams, Finance, and external distributor partners to investigate and resolve invoice-related questions or discrepancies.
Ensure compliance with internal documentation standards and audit requirements.
Reporting & Executive Support
Prepare and distribute monthly reports summarizing billback activity, open invoice items, dispute aging, and market-level trends.
Provide visibility into missing or delayed invoices and identify risks related to revenue or trade-spend recognition.
Support month-end and quarter-end closing processes by ensuring billback data is accurate and reconciled.
Business Intelligence & Sales Analytics
Utilize SAP Business Objects and other reporting platforms to generate standard and ad hoc reports supporting Sales and Finance teams.
Analyze spending performance versus budget and provide insights to Sales teams to help manage program effectiveness and spending efficiency.
Monitor data quality and identify inconsistencies or anomalies in sales, depletion, or trade-spend data.
Assist in developing dashboards, reports, and analytical tools that support strategic decision-making.
Process Improvement & Documentation
Maintain and improve standard operating procedures related to invoice intake, billback processing, and reporting workflows.
Identify opportunities to streamline invoice processing, data accuracy, and reporting efficiency.
Support Business Intelligence initiatives and special projects as assigned.
Desired Skills and Experience
Required Qualifications
Bachelor’s degree in Business, Finance, Economics, Information Systems, Data Analytics, or related field preferred.
1–3 years of experience in data analysis, billing, accounts receivable, trade spend, or sales operations support.
Strong proficiency in Microsoft Excel, including pivot tables, lookup functions, and data reconciliation techniques.
Strong organizational skills and attention to detail with the ability to manage multiple priorities and deadlines.
Excellent communication and interpersonal skills with the ability to collaborate across departments.
Ability to translate data into clear, actionable insights for business stakeholders.
Preferred Qualifications
Experience working with distributor billbacks, chargebacks, deductions, or trade-spend management.
Experience with Business Intelligence tools such as Business Objects, Power BI, or Tableau.
Exposure to ERP systems such as SAP or similar platforms.
Experience in the beverage alcohol, consumer packaged goods (CPG), or distribution industries.
Basic knowledge of SQL or data querying concepts.
Employment Type
Full-Time - Hybrid
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