The Chargeback Analyst is responsible for managing the Chargebacks process
to include creating and submitting chargeback files to trading partners within
contractual terms. Analyzes data for accuracy. Analyze process, validate and
resolve chargeback discrepancies thru extensive research to ensure issuance
of appropriate credit for chargeback claim. Responsible for timely generation of
sales tracing files to be sent to trading partners. Serves as internal and external
point of contact and expert released to chargebacks and sales trace process.
Works to minimize financial exposure and to ensure timely resolution of rebate/
chargeback matters.
Essential Duties and Responsibilities
Manages chargebacks and sales tracing concerns for our
trading partners
Creates and submits chargeback claims to vendor via Excel
spreadsheets or EDI (Electronic Data Interchange) Network
i.e. 867/ 844 Rebate Request from Distributor to Mfg./
Supplier
Creates and submits sales tracings to vendors to trace
product sold by DCI to end user facilities i.e. Excel
spreadsheets or EDI Network.
Resolves most issues independently. Seeks guidance on
more complex issues. Utilizes creative problem solving and
critical thinking to develop alternative solutions.
Comprehends complex customer and contract structures and
determines appropriateness of rebate/chargeback claims in a
dynamic, fast-paced environment, updating internal files as
needed.
Initiates repayment requests for invalid rebates/chargebacks.
Evaluates and responds to monthly rebate/chargeback
discrepancy reports from trading partners.
Analyzes, researches, and resolves rebate/chargeback
discrepancies and provides appropriate notification to trading
partners with a focus on minimizing financial risk and aged
balances; develops action plan to bring closure to open
issues.
Proactively addresses issues and recommends solutions
and/or alternatives to trading partners and to internal
teammates.
Develops and maintains relationships with trading partners to
strengthen rebate/chargeback operations between the
parties, including conversations to resolve outstanding issues
and to seek process improvement.
Maintains documentation to support open and closed rebate/
chargeback claims.
Reviews and analyzes data using working knowledge of advanced analytical
tools such as MS Excel, or Elite System
Prepares analytical reporting for management and for Trading Partners.
Manages the Rebate/Chargeback GL accounts for audit and monthly
reporting with additional responsibilities as assigned for quarterly and year
end audits, including account reconciliations, journal entry preparation, and
audit schedule preparation.
Performs other duties as directed.
Knowledge Skills & Abilities
Requires a thorough knowledge of rebates, contracts, pricing, and
accounts payable. Must have GPO Contract experience.
Excellent written and verbal communication skills; able to communicate
persuasively and to present complex information effectively.
Able to independently research and resolve complex issues.
Demonstrated track record of consistently meeting goals for a spectrum of
accounts.
Knowledge of basic accounting principles and procedures.
Ability to operate office equipment (such as personal computers) and use
software (such as MS Outlook, Advance Excel, Word or other Windows
platform software).
Utilizes excellent organizational skills to manage multiple tasks within
deadlines.
Job Qualifications
Education: Bachelor’s Degree or equivalent with a business-related focus
required.
Experience: Five or more years of experience as an analyst is required.
Broad-based knowledge of the Healthcare Industry including
GPO's, pricing and chargebacks. Understanding distributor end-
user sales information, chargebacks and tracings, and pricing
administration required. Intermediate to Advanced skills in
Microsoft Excel (formulas, analytics) a must. Excellent verbal,
written communication, and interpersonal skills are required.
Personal computer skills in an automated warehousing, receiving,
and inventory environment is a plus. Must have strong
prioritization and multitasking skills as well as a sense of urgency
regarding customer requests and follow-up. Must be professional,
self-motivated, and driven to exceed expectation.
Physical Demands and Working Conditions
Job requires prolonged periods of sitting at a personal computer terminal and in reception area.