Sr. Executive -Claims

Overview:

The Claims Coordinator is responsible for managing deduction and invoice claims within SAP TPM, supporting promotional claim approvals, and ensuring strong financial controls across trade promotions. This role partners closely with Sales, Sales Finance, Trade Promotion Analysts, and cross-functional teams to ensure accurate claim processing, compliance with trade agreements, and timely resolution of exceptions. The position also plays a key role in improving efficiency through reporting automation and advanced analytics.

Responsibilities:

Claims Processing & Trade Support

Manage deduction and invoice claim processing end-to-end within SAP TPM
Assist with promotional event enrollments and claim approvals
Validate claims against approved trade agreements, promotional events, and pricing terms
Ensure customer contract legends are current and accurate to support Trade Promotion Analysts

Controls, Compliance & Exception Management

Maintain a strong control environment with accurate trade accruals, contract approvals, and verification processes
Manage claim exceptions through effective verbal and written communication with Sales and Sales Finance teams
Investigate claim discrepancies, identify root causes, and support timely resolution
Ensure compliance with internal controls, trade policies, and audit requirements

Systems, Reporting & Automation

Maintain audit-ready claim documentation, trackers, and system records
Prepare claims analysis, aging reports, and exception dashboards
Drive efficiency, accuracy, and scalability of claims and trade analytics through automation solutions

Cross-Functional Collaboration

Act as a liaison between Trade Promotion Analysts, Sales, Finance, and Customer Teams
Support continuous alignment between promotional execution, pricing, and claims processing

Respond effectively to information requests and support business decision-making

Qualifications:

Education

Bachelor’s degree in Commerce, M.Com, BBA, Master Business Administration, Finance, or a related field
Additional certifications (Tally, CA-Inter, CFA Level 1, Excel certification)

Experience

2–4 years of financial operations, claims, trade promotions, or accounting-related experience
Prior FMCG industry experience preferred

Technical & Analytical Skills

Strong analytical skills with the ability to translate findings into actionable solutions and improved processes
Proficient in Microsoft Excel with advanced data handling capabilities
Ability to quickly learn SAP CRM/BW and TPM software applications
Good to Have technical proficiency in Python, Power BI, and UiPath, with hands-on experience in:
Automation and process optimization
Data analysis and dashboard development
Scripting and workflow design

Behavioral & Professional Competencies

Strong communication skills to manage information gathering and exception resolution
Results-oriented mindset with the ability to meet deadlines and manage priorities
High attention to detail with a strong quality and control focus
Proactive, self-driven, and continuous improvement–oriented
Ability to work effectively in a fast-paced, cross-functional environment