traxtech

traxtech

Cost Allocation Architect / Business Analyst (Pooling)

Dallas, Texas, United States

Sponsorship not specifiedDetected 6 days ago
SQLData AnalysisAccountingExcelSAPAuditingSupply ChainLogisticsERPCommunicationNetSuite

About the role

  • This role reports directly to the Manager of Client Enablement in Professional Services.
  • Gap analysis: Conduct gap analyses between current-state client processes and platform capabilities, identifying process changes, workarounds, or enhancement requests needed to close gaps.
  • Identify and resolve data quality issues, edge cases, and exception scenarios in invoice processing that could result in allocation errors or ERP posting failures.

Responsibilities

  • Design end-to-end cost allocation architectures that map logistics invoice charges - including freight, accessorial fees, fuel surcharges, and duty/tax components - to the appropriate client GL accounts, cost centers, or profit centers.
  • Perform QA testing and error analysis on agent generated business rules logic to assure accuracy and proper execution while documenting improvement opportunities in agent development knowledge.
  • Aide in the configuration and develop business rules within our platform to automate the routing, splitting, and apportionment of invoice costs according to client-defined allocation logic and business policies.
  • Design and execute comprehensive testing plans - including unit, integration, and user acceptance testing (UAT) - to validate that allocation rules produce accurate, expected outputs across all invoice scenarios.
  • Develop and maintain detailed functional design documents, data mapping specifications, requirements traceability, and allocation rule libraries to support client sign-off, change control, and long-term maintainability.
  • Partner with Product and Engineering to prioritize platform enhancement requests, write user stories and acceptance criteria, and validate delivered functionality against documented requirements.
  • Collaborate with client ERP teams (SAP, Oracle, Microsoft Dynamics, NetSuite, etc.) to validate that cost data exported from our platform integrates cleanly into downstream financial workflows and reporting structures.
  • Serve as a subject matter expert (SME) on cost allocation best practices, advising clients on rule design trade-offs and helping them align logistics cost visibility with broader finance and reporting objectives.
  • Support client change management and end-user adoption by developing process documentation, training materials, and communication plans for new allocation workflows.
  • Support post-go-live stabilization by monitoring allocation accuracy, triaging discrepancies, and implementing rule enhancements as client business needs evolve.

Requirements

  • ERP Knowledge: Hands-on experience with financial modules in SAP (FI/CO), Oracle Financials, Microsoft Dynamics, or NetSuite
  • Working knowledge of GL structures, cost centers, profit centers, and posting logic in SAP, Oracle, or similar ERPs.
  • Ability to translate complex, multi-variable allocation policies into structured, testable rule logic.
  • Proficiency in SQL or Excel to analyze invoice data sets, validate outputs, and troubleshoot allocation discrepancies.
  • Hands-on experience with financial modules in SAP (FI/CO), Oracle Financials, Microsoft Dynamics, or NetSuite
  • Familiarity with freight invoice types, carrier charge taxonomies, and logistics cost management within a TMS or freight audit platform environment.
  • ERP financial data modeling: Working knowledge of GL structures, cost centers, profit centers, and posting logic in SAP, Oracle, or similar ERPs.
  • understanding of GL posting and cost object structures.
  • Logistics Domain: Familiarity with freight invoice types, carrier charge taxonomies, and logistics cost management within a TMS or freight audit platform environment.
  • Education: Bachelor's degree in Finance, Accounting, Supply Chain, Information Systems, or a related field

Nice to have

  • Bachelor's degree in Finance, Accounting, Supply Chain, Information Systems, or a related field
  • relevant certifications (CPA, CLTD, SAP FI, CBAP, CCBA, PMI-PBA) a plus.
  • Experience in a SaaS software PS or implementation team

Skills

  • Proficiency in SQL and/or advanced Excel for data validation and working within proprietary logic formats
  • exposure to EDI, XML, or API-based integrations between logistics and finance platforms.
  • Preferred: Experience in a SaaS software PS or implementation team
  • prior work with freight audit, TMS (e.g. MercuryGate, BluJay, Oracle TMS), or AP automation platforms
  • prior formal business analyst experience.
  • Trax operates on a global scale with offices in the U.S., Latin America, Asia and Europe.
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