Retail Audit Specialist

Program: Global Partners LP

BLI / Process Name: Global Partners LP

Designation: Senior Analyst

• No of Head Count (s): 1
• New Hires/Replacement Hires (HC) by Designation Replacement
• Billed /Unbilled / BU / OPS Bench Billed

SFDC ID for Billed New Opportunity

• Reasons to hire Unbilled / Bench
• Is this resource part of Specialized Program

City / Location

• Standardized skillset: [Refer attached excel]
• Nature of Job: (Individual Contributor or Team management) Individual Contributor
• Shift (APJ / EMEA / US / Any combination): US

Client Interfacing : (Yes/No) Yes

Travel Involved : (Yes/No) No

Deputation Involved : (Yes/No) NO

Interviewing Manager : Edsel Pia Parrocha/Renz Angelo Bautista

Reporting Manager : Renz Angelo Bautista

Educational Background: Finance/Accounting Graduate

Experience Required: Audit, General Ledger, Reports

Job Description: Excel Proficient with knowledge on the ff: - Use of comments

• Keying calculations
• Color coding
• Conditional formatting

Learn/use Box for the following functions

• Upload process
• Renaming
• Filing
• Navigating folder paths

Communication skills including

• Email communication with stores/Territory Managers
• Telephone communication with stores/Territory Managers
• Zoom meetings
• Teams

• Ability to navigate and use Outlook to upload paperwork
• Review daily paperwork for 50+ sites

• Review each day to make sure all required documentation is submitted
• Analyze paperwork to determine if any issues are present
• Log paperwork into Excel as complete

o If any issues are present, those should also be noted and coded into the spreadsheet

• Upload all paperwork to Box

Learn & use the PDI software to run certain reports for analysis

• DRSA review

• o Cash o/s
• o Entries

• DRE review

• o Audits
• Audit each site weekly for entry error

• Compare paperwork figures to the entered figures by the store
• Correct any errors
• Code as audited on login sheet

Weekly fuel review for all sites

• Research fuel variances using daily paperwork to determine cause
• Compile results into a report that is submitted weekly to a Senior
• Correct any entries as needed or report issues to Ops for resolution

If any issues are noted within the paperwork process, the escalation process should be followed

• Includes communicating with the site/TMs for resolution
• Follow up on these escalations should be done daily
• Appropriate escalation chain should be followed

All paperwork for the month should be complete and audited by the fourth business day of the following month