Finance Business Services Specialist

Frisco, TXPosted Jul 29, 2026

Works closely with Master Data, FBS Systems, FFS Sales, Finance & Rebates to review and proactively control sales volume. Proactively monitor assigned Delivery Agents to obtain past due reporting based upon reporting frequency. Create and maintain continuous history of reported volume for assigned Delivery Agents. Review, research and resolve volume exceptions within the FFS Exceptions Database. Partnering with FBS Systems Team to identify records or files that should be purged. Partner with Bottlers/Distributors and Field Sales to form a working relationship and serve as a point of contact for volume reporting activities and issues related to Delivery Agents that are assigned to coverage. Work assigned tickets for Alteryx Errors, Blank Files, DA Missing Volume Files and File Format issues. Data Management Utilize Microsoft Excel to compile volume history, create volume workbooks and volume recaps. Verify volume reporting using SAP and MicroStrategy. Maintain files to monitor metrics for DA Missing Volume Files and Continuous Feeds. Process Improvement Help identify improvements for workflow processes and cross-functional department policies. Provide recommendations to Leadership to pinpoint opportunities to improve accuracy and customer satisfaction. Special Projects or Requests as prioritized by Leadership. Key Relationships: Accounts Receivable/Finance FBS Systems FFS Sales Master Data Rebates Advanced English Required Education: High School Diploma, GED equivalent or comparable work experience. Bachelor's or associate degree is preferred. New college graduates are acceptable. This is an entry-level role. Some experience in Customer Service, Data Management or Sales Support encouraged. SAP Experience, MicroStrategy and Microsoft Access is a plus. Experience using Microsoft Office (specifically advanced Excel skills, i.e., VLOOKUP, PIVOT and CONCATENATE). Ability to analyze large amounts of data, identify and communicate key patterns. Work cross functionally with diverse teams.

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