Key Account Accounting Analyst

Posted 4 Days Ago
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23225, Richmond, VA, USA
In-Office
Mid level
Logistics • Transportation
The Role
Manage accounting activities for major retail accounts, including accounts receivable, collections, reconciliations, deductions, chargebacks, and dispute resolution. Research customer portal claims, verify shipping documentation, process account adjustments, support financial close and audits, and coordinate with EDI, logistics, key account, and accounting teams. The role also monitors rebates, reviews customer agreements, improves controls and processes, and reduces recurring deductions and financial losses.
Summary Generated by Built In

Evergreen Enterprises is a leading manufacturer of home and garden décor, offering one of the largest assortments of expressive, licensed, and seasonal products in the market.

Guided by our mission—to use teamwork and creativity to make unique products that help people express themselves and form meaningful connections—we are committed to fostering a collaborative and innovative environment where data-driven insights support meaningful business impact.

Evergreen Enterprises is currently seeking a detail-oriented and analytical Key Account Accounting Analyst to join our Accounting team. This position serves as an important link between our Accounting and Key Account teams, helping ensure accurate financial information, efficient processes, and timely resolution of customer account issues.

The Key Account Accounting Analyst will manage the accounting activities for assigned major retail accounts, with a focus on accounts receivable, collections, deductions, chargebacks, account reconciliation, and dispute resolution. This role works cross-functionally with Accounting, Key Accounts, EDI, Logistics, and other internal teams to identify issues, improve processes, and help minimize recurring deductions and financial losses.

The ideal candidate enjoys digging into the details, solving problems, working with data, and collaborating across departments to find solutions.

Key Responsibilities

  • Manage a portfolio of Key Account customers, including collections, payments, account reconciliations, invoice status, and investigation of past-due balances.
  • Navigate customer vendor portals to research deductions and chargebacks, retrieve supporting documentation, and submit disputes and claims through final resolution.
  • Research and obtain proof of shipment and delivery documentation, including parcel tracking, bills of lading (BOLs), signed delivery receipts, seaway bills, and freight receipt confirmations.
  • Maintain accurate and organized records of open deductions, disputes, supporting documentation, follow-up activity, and final resolutions. Communicate account status and key issues to internal teams and management.
  • Partner with Key Account Specialists to process approved credit and debit memos, write-offs, and customer account adjustments in accordance with company policies and established approval guidelines.
  • Identify recurring or pre-approved customer deductions and help establish efficient accounting processes for their review and approval.
  • Support month-end and year-end closing activities, as well as annual bank and financial audits.
  • Partner with EDI and internal teams to identify rejected customer invoices and ensure invoices are corrected and resubmitted in a timely manner.
  • Monitor and review supplier rebate program activity and automation through SupplyPike.
  • Maintain and review customer contracts, agreements, and programs to ensure deductions align with established terms and supporting documentation, including retainers, coupons, rebates, and other customer programs.
  • Participate in Accounting, Key Account, management, and quarterly business meetings as needed.
  • Identify opportunities to streamline accounting processes, strengthen internal controls, improve data accuracy, and reduce recurring deductions and financial losses.
  • Leverage technology, including AI tools where appropriate, to improve research, analysis, documentation, and workflow efficiency.
  • Support special projects and other Accounting and Key Account initiatives as needed.

Qualifications & Skills

  • Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
  • 3–5 years of progressive accounting, accounts receivable, or related financial experience, preferably within a wholesale, importing, consumer products, home décor, or retail environment.
  • 1–3 years of experience supporting large retail or key accounts with high-volume sales, deductions, chargebacks, and complex account reconciliations.
  • Experience working with customer vendor portals, vendor compliance requirements, deductions, and dispute resolution.
  • Working knowledge of EDI processes and electronic invoicing.
  • Intermediate to advanced Excel skills, including experience using XLOOKUP/VLOOKUP, SUMIFS, COUNTIFS, IFERROR, and other functions to analyze and reconcile large data sets.
  • Strong mathematical, analytical, problem-solving, and critical-thinking skills with excellent attention to detail.
  • Strong written and verbal communication skills with the ability to communicate financial and account information clearly across departments.
  • Working knowledge of shipping and delivery methods within a wholesale or retail environment.
  • Ability to appropriately leverage AI and other technology tools to improve research, analysis, documentation, and workflow efficiency.
  • Ability to work independently while also collaborating effectively across multiple departments and functional areas.

Skills Required

  • Bachelor's degree in Accounting, Finance, Business, or a related field
  • 3-5 years of progressive accounting, accounts receivable, or related financial experience
  • 1-3 years of experience supporting large retail or key accounts with high-volume sales, deductions, chargebacks, and complex account reconciliations
  • Experience with customer vendor portals, vendor compliance requirements, deductions, and dispute resolution
  • Working knowledge of EDI processes and electronic invoicing
  • Intermediate to advanced Excel skills, including XLOOKUP/VLOOKUP, SUMIFS, COUNTIFS, and IFERROR
  • Strong mathematical, analytical, problem-solving, critical-thinking, and attention-to-detail skills
  • Strong written and verbal communication skills
  • Working knowledge of shipping and delivery methods in a wholesale or retail environment
  • Ability to leverage AI and technology tools to improve research, analysis, documentation, and workflow efficiency
  • Ability to work independently and collaborate across departments
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The Company
HQ: Taipei City
479 Employees

What We Do

Evergreen Marine Corporation is a leading worldwide container transportation and shipping company headquartered in Luzhu District, Taoyuan City, Taiwan. As a cornerstone of the Evergreen Group, it operates a global fleet of over 150 container ships, serving as a primary shipping carrier and agent. The company provides integrated marine transportation services across five continents, managing a vast network of vessels and port operations worldwide.

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