About Wellmore Holdings  Wellmore Holdings owns and operates a portfolio of clean, fast-growing brands across several health and wellness categories, including sports nutrition, plant-based protein, collagen, teas, and superfoods. Owned by WM Partners, the Wellmore portfolio of brands includes Vega, Great Lakes Wellness, Jade Leaf Matcha, and FGO (From Great Origins).     Wellmore is committed to making clean, great-tasting products that improve the health and wellbeing of our consumers and the planet! It is the people that make us who we are: a diverse community of ambitious humans working tirelessly to make a positive impact on the planet, on people, and on the communities, we live in. Learn more at getwellmore.com   This position is a one-year contract role.   About the Role  The Deductions Lead will manage and resolve high-value and complex customer deductions, including chargebacks, pricing discrepancies, returns, and other billing issues. This position requires an advanced understanding of deduction processes, strong analytical skills, and the ability to drive process improvements. The Deductions Lead will also mentor junior team members and collaborate with cross-functional departments to ensure effective resolution and accurate financial reporting.    What You Will Do  - Lead the investigation and resolution of complex customer deductions, including chargebacks, pricing errors, returned goods, promotional discrepancies, and other financial disputes.  - Review and analyze large volumes of deduction data, including customer contracts, invoices, shipping documents, and payment histories, to resolve issues promptly and accurately.  - Act as the escalation point for challenging deductions and disputes, working directly with customers and internal teams to resolve issues that cannot be handled by junior staff.  - Provide guidance on complex deduction issues and collaborate with the team to develop best practices and improve overall team performance.  - Serve as the primary point of contact for key customers regarding deduction disputes, ensuring timely and effective resolution.  - Build and maintain strong relationships with key customers, including negotiating favorable outcomes and preventing future deduction issues.  - Collaborate with sales and customer service teams to ensure consistent communication with customers and address concerns proactively.  - Prepare and present comprehensive deduction reports to senior management, analyzing trends, identifying root causes, and recommending improvements.  - Conduct in-depth analysis of deductions to identify recurring patterns or systemic issues that may require changes to processes or agreements.  - Monitor the effectiveness of resolution strategies and provide data-driven insights to senior leadership to improve operational efficiency.  - Drive the development and implementation of new processes, policies, and tools to enhance deduction management efficiency, reduce chargebacks, and minimize financial risk.  - Identify and lead initiatives to streamline deduction processes, leveraging technology and best practices to improve team performance and customer satisfaction.  - Work cross-functionally with the finance, sales, and operations teams to improve the accuracy of invoicing, shipment tracking, and other processes that impact deductions.  - Ensure that all deduction activities are compliant with internal controls, company policies, and customer agreements.  - Work closely with the finance team to ensure that deductions are properly recorded in the financial system and reconciled in a timely manner.  - Assist in audit preparation, ensuring all deduction-related documentation is accurate, complete, and compliant with accounting standards and regulations.

About Wellmore Holdings  Wellmore Holdings owns and operates a portfolio of clean, fast-growing brands across several health and wellness categories, including sports nutrition, plant-based protein, collagen, teas, and superfoods. Owned by WM Partners, the Wellmore portfolio of brands includes Vega, Great Lakes Wellness, Jade Leaf Matcha, and FGO (From Great Origins).     Wellmore is committed to making clean, great-tasting products that improve the health and wellbeing of our consumers and the planet! It is the people that make us who we are: a diverse community of ambitious humans working tirelessly to make a positive impact on the planet, on people, and on the communities, we live in. Learn more at getwellmore.com     About the Role  The Deductions Lead will manage and resolve high-value and complex customer deductions, including chargebacks, pricing discrepancies, returns, and other billing issues. This position requires an advanced understanding of deduction processes, strong analytical skills, and the ability to drive process improvements. The Deductions Lead will also mentor junior team members and collaborate with cross-functional departments to ensure effective resolution and accurate financial reporting.    What You Will Do  - Lead the investigation and resolution of complex customer deductions, including chargebacks, pricing errors, returned goods, promotional discrepancies, and other financial disputes.  - Review and analyze large volumes of deduction data, including customer contracts, invoices, shipping documents, and payment histories, to resolve issues promptly and accurately.  - Act as the escalation point for challenging deductions and disputes, working directly with customers and internal teams to resolve issues that cannot be handled by junior staff.  - Provide guidance on complex deduction issues and collaborate with the team to develop best practices and improve overall team performance.  - Serve as the primary point of contact for key customers regarding deduction disputes, ensuring timely and effective resolution.  - Build and maintain strong relationships with key customers, including negotiating favorable outcomes and preventing future deduction issues.  - Collaborate with sales and customer service teams to ensure consistent communication with customers and address concerns proactively.  - Prepare and present comprehensive deduction reports to senior management, analyzing trends, identifying root causes, and recommending improvements.  - Conduct in-depth analysis of deductions to identify recurring patterns or systemic issues that may require changes to processes or agreements.  - Monitor the effectiveness of resolution strategies and provide data-driven insights to senior leadership to improve operational efficiency.  - Drive the development and implementation of new processes, policies, and tools to enhance deduction management efficiency, reduce chargebacks, and minimize financial risk.  - Identify and lead initiatives to streamline deduction processes, leveraging technology and best practices to improve team performance and customer satisfaction.  - Work cross-functionally with the finance, sales, and operations teams to improve the accuracy of invoicing, shipment tracking, and other processes that impact deductions.  - Ensure that all deduction activities are compliant with internal controls, company policies, and customer agreements.  - Work closely with the finance team to ensure that deductions are properly recorded in the financial system and reconciled in a timely manner.  - Assist in audit preparation, ensuring all deduction-related documentation is accurate, complete, and compliant with accounting standards and regulations.

Founded in 1954, Halliwell Engineering Associates is one of the nation’s leading forensic engineering, architectural, and construction consulting firms dedicated to providing independent and expert advice to the insurance and legal industries, building owners, institutions, and government agencies. We specialize in failure and damage assessments, restoration, and remediation consulting, building envelope assessments, claims support, and expert witness/litigation, support for thousands of commercial, residential, and industrial buildings, and properties nationwide. For more information, please visit: www.heainc.com Position Purpose: The Accounts Receivable Analyst plays a crucial role in optimizing cash flow, minimizing bad debt, and maintaining positive relationships with customers while adhering to financial controls and standards. The AR Analyst prepares and/or audits complex invoices for the Company and uses broad discretion to maximize payment from customers while adhering to Company and GAAP financial controls and standards. They will also ensure that the billing processes are in accordance with the company and GAAP controls. Essential Duties and Responsibilities include but are not limited to: - Contact clients with overdue accounts, both by phone and e-mail, to ensure timely payments on open invoices - Consistently follow up with customers on past due accounts for direct and complex insurance/carrier payment structures - Investigate reasons for delinquencies and encourage and arrange plans for timely payments - Answer incoming calls regarding billing issues. Assist customers with disputes, inquiries, and questions surrounding payment history - Provide thorough and accurate documentation of clients’ accounts through our communication channels, keeping record of all collection activities - Maintain positive relationships with sales representatives, clients, and referral partners. - Listen attentively to customers to ensure a positive customer experience when resolving account issues related to invoices/billing or cash applications - Generate reports on accounts receivable aging, cash flow projections, and other relevant metrics for management review - Identify opportunities to streamline accounts receivable processes, improve efficiency, and reduce delinquencies - Work cross-functionally with other departments to address issues related to accounts receivable to improve overall cash flow management - Support our clients by responding to and resolving inquiries (both written and verbal) with urgency and precision - Leverage team guidance to resolve issues promptly and efficiently - Engage with global colleagues in Legal, Account Management, Finance, and other parties to resolve billing issues promptly - Work and partner with other internal and external departments to resolve issues - Timely verification and entry of customer information, including but not limited to insurance carrier and claim information, client contact and legal property owner information - Verify insurance information such as valid claim number, adjuster information, coverage information - Communicate ongoing problems/concerns related to report review, system error or customers and coordinate with Supervisor - Run soft reminder tool: review draft emails, submit reminder emails to clients - Review weekly focus files, data, and update any payments or communications, if needed and follow up with clients - Review file data and payment report (AR ledger), maintain and update AR spreadsheet, and follow up with clients - Maintain up to date records of communication with clients or information related to collection of the corresponding outstanding amounts for each file (via master spreadsheet) - Perform ad-hoc projects and reporting as needed for Finance management. Requirements and skills: - Minimum of an Associate’s degree in Finance or Accounting, or will consider other degrees with proven experience in the field. - Minimum 3-5 years of experience in accounts receivable, accounting, with 2+ years of collections experience - Strong accounting fundamentals and knowledge of GAAP controls. - Excellent English written and verbal communication skills - Strong organizational skills, including the ability to multi-task - Demonstrated ability to deliver on assigned responsibilities through pursuing excellence, impeccable attention to detail, and use of effective interpersonal and communication skills. - Flexibility to adapt to shifting priorities, manage deadlines, and support dynamic initiatives in fast paced environment. - Demonstrate Problem Solving & Analysis and possess sound and proven business acumen. - Inquisitive self-starter and quick learner; acceptable to learn new processes, concepts and skills. - Demonstrate ability to learn quickly and apply fundamental documented processes and procedures effectively, and to optimize or create new processes and procedures as needed. - Possess intellectual curiosity and analytical and critical thinking skills, including the ability to effectively solve problems. - Strong sense of urgency and ability to work under pressure in a fast paced and demanding environment, which includes handling multiple tasks and challenging deadlines. - Strong written and verbal communication skills - Demonstrate initiative in personal and professional development by actively seeking out and participating in internal and external learning opportunities such as workshops, training programs and independent research. - Intermediate proficiency in Microsoft Office Suite, including Excel and Outlook. Knowledge of Deltek Vision, QuickBooks, or SAP is preferred. PHYSICAL REQUIREMENTS: - Communication: Must be able to read and write reports and use computer (Constantly) - Hearing and Seeing: Must be able to hear and see well enough to communicate with co-workers (Constantly) - Cognitive Ability: Must be able to recall and apply process steps (Constantly) - Driving (Occasionally) - Standing/Walking (Constantly) - Climbing/Stooping/Kneeling (Frequently) - Lifting/Pulling/Pushing (Frequently) - Fine Motor Skills: Must be able to write, type and use phone system (Constantly)

**Position Outline** Join a growing company as an AP/AR Officer, where you’ll manage end‑to‑end financial records, reporting, reconciliations, and vendor relationships. This role suits someone detail‑oriented, analytical, and confident using modern accounting tools. You’ll support budgeting, forecasting, compliance, and cross‑functional teams while helping improve financial processes within a dynamic environment. **Key Responsibilities** **Accounts Payable & Accounts Receivable** - Maintain accurate financial records, including AP/AR, general ledger entries, and reconciliations. - Manage vendor relationships, ensuring accurate invoicing, timely payments, and proper documentation. - Monitor and reconcile cash flow and accounts regularly. **Financial Reporting & Analysis** - Generate timely financial reports (P&L, balance sheet, cash flow statements) to support performance assessments. - Assist in preparing, monitoring, and analyzing budgets across business units. - Monitor expenses, identify variances, and recommend cost‑saving initiatives. - Collaborate with teams on financial forecasts and projections. **Compliance & Process Improvement** - Ensure compliance with financial regulations, internal controls, and company policies. - Identify opportunities for process improvement and help enhance financial workflows. - Work cross‑functionally to provide financial insights and support decision‑making.