WHAT DOES AN IMPORT AND EXPORT ANALYST DO?

Published: Aug 15, 2025 - The Import and Export Analyst is responsible for accurately classifying goods, ensuring proper valuation, and maintaining compliance with Canadian and U.S. tariff schedules, FTA eligibility requirements, and customs regulations. This role involves auditing import/export entries, preparing and processing customs documentation, coordinating shipments, and resolving inquiries from brokers or government agencies. The analyst also conducts landed cost analyses, ensures precise recordkeeping, identifies appropriate Incoterms, and provides backup support to other import/export specialists.

A Review of Professional Skills and Functions for Import and Export Analyst

1. Import and Export Analyst Responsibilities

  • Data Analysis: Responsible for obtaining and analyzing the necessary import and export data.
  • Report Management: Extract, review, and update monthly export reports.
  • Documentation Accuracy: Ensure accurate documentation of part, description, quantity, ship-to, and harmonized tariff schedule data for each duty drawback claim filed with CBP.
  • File Review: Pull and review historic reconciliation files.
  • Claim Verification: Ensure that all related reconciliations have been included in each duty drawback claim submission.
  • Broker Liaison: Serve as the contact person with the duty drawback broker for all issues associated with preparing, filing, and liquidation of all duty drawback claims submitted to CBP.
  • Data Management: Handle large-scale data management, error resolution, and record retention, especially as it relates to proof of exportation.
  • Pre-Submission Review: Support the broker in pre-submission internal reviews of TE’s import and export paperwork.
  • Claim Filing: Ensure accurate filing of duty drawback claims submitted to CBP.
  • Audit Support: Assist with any internal or external audits of duty drawback claims submitted to CBP.
  • Refund Tracking: Track duty drawback submissions and anticipated recovery refund amounts received from CBP for each duty drawback claim submitted.
  • Tariff Classification: Support HTSUS tariff classification verification activities to support TE’s duty drawback program.
  • Duty Mitigation: Perform other tasks and responsibilities related to TE’s duty mitigation programs.

2. Import and Export Analyst Functions

  • Shipment Tracking: Anticipate inbound shipments based on available information, and proactively track shipments.
  • Carrier Communication: Communicate with the carrier to confirm shipment arrival and release.
  • Customs Coordination: Communicate with the customs broker to confirm customs clearance and shipment availability.
  • Inland Transport: Coordinate inland transportation with local carrier pickup of freight or containers from the shipping line and delivery to the warehouse.
  • Freight Management: Responsible for transportation and freight across global markets.
  • Order Processing: Process sales orders, create Pro-Forma invoices, and fulfill spare part order requests.
  • Shipping Documentation: Determine appropriate shipping methods and prepare the required documentation.
  • Terminology Proficiency: Demonstrate proficiency and maintain knowledge of shipping terminology.
  • Broker Instructions: Correctly instruct the customs broker on the proper terms of any given shipment.
  • International Coordination: Communicate with overseas agents and clients in a timely manner for pre-alerts, rate quotes, and shipment status from pickup to delivery per International Commerce.
  • Rate Negotiation: Work with ocean and air carriers to maintain current rates and spot quotes.

3. Import and Export Analyst Duties

  • Operations Management: Directly involved in the day-to-day import and/or export operations of the site.
  • Regulatory Compliance: Assure that imports and exports of the company are compliant with customs import regulations.
  • Document Review: Review PO, RMA, and the accuracy of these to reflect the correct information in the import and/or export invoices.
  • Invoice Preparation: Elaborate import and/or export invoices per shipment and material type.
  • Material Analysis: Analyze the material type to correctly import and/or export goods complying with Mexican and customs regulations.
  • Logistics Coordination: Responsible for local logistics coordination per shipment.
  • International Coordination: Coordinate with international carriers to ensure on-time delivery of inbound or outbound shipments.
  • Border Logistics: Coordinate with local carriers for daily border crossings between Mexico.
  • Cross-Dock Coordination: Coordinate with the cross-dock to ensure that shipments are delivered on time and in accordance with internal MRP.
  • Metrics Support: Support the Regional Operations Supervisor on daily metrics and follow up on shipments in Binnacle.

4. Import and Export Analyst Details

  • Metrics Reporting: Fill up import and/or export ADM TC Operations metrics and ADM TC Operations binnacle to back up the weekly payment process of the local vendors.
  • Virtual Trade Support: Support virtual import and export of the site in accordance with the Mexican Customs Law.
  • Vendor Deliveries: Focus on Mexican vendors' deliveries on the border region sites.
  • Customs Compliance: Ensure Mexican customs compliance.
  • Exit Control: Manage exit control for raw material, equipment, and MRO between Mexican entities.
  • Regime Change: Handle the change of regime for IMMEX imported goods.
  • Shipment Compliance: Ensure coordination and legal compliance of shipments.
  • Security Compliance: Responsible for CTPAT and OEA compliance.
  • Special Shipments: Responsible for coordinating special shipments.

5. Import and Export Analyst Key Accountabilities

  • Design Implementation: Support design, implementation, and monitoring action plans related to AEO Certification and risk management programs for the S SA region.
  • Service Improvement: Support efforts to improve third-party service levels.
  • KPI Monitoring: Support monitoring KPIs (Key Performance Indicators), SOPs (Standard Operating Procedures), and SLAs (Service Level Agreements).
  • Regulation Research: Assist in the research and interpretation of international trade regulations.
  • FTA Compliance: Assist with FTA and COO determination rules.
  • Trade Compliance: Provide advice and support for import and export compliance issues.
  • Process Improvement: Identify problems and opportunities, drive continuous improvement, and apply best practices and benchmarks.
  • Root Analysis: Perform root-cause analysis and help resolve or escalate issues.
  • Team Collaboration: Self-starter able to work in complex situations across functional teams.

6. Import and Export Analyst General Responsibilities

  • Trade Compliance: Ensure HARTING Mexico Manufacturing complies with foreign trade laws.
  • Regulation Monitoring: Stay up to date with current trade laws and identify possible impacts on business due to changes.
  • Documentation Management: Ensure required compliance documentation is completed and archived properly for Mexico’s business.
  • Tariff Classification: Ensure proper classification of HTS codes, Schedule B, and Mexican tariff codes.
  • Duty Accuracy: Ensure correct classification is assigned and verify the correctness of the payment of duty for Mexico.
  • Cost Monitoring: Monitor freight costs and duties paid to ensure the lowest cost level is achieved.
  • Performance Reporting: Develop reporting to monitor and define actions to reach cost efficiency targets.
  • Parts Control: Ensure new parts for Mexico are included in HTS tariff control and documented on time to support business.
  • SAP Management: Maintain SAP up to date with the latest information and ensure master data correctness.

7. Import and Export Analyst Role Purpose

  • Import Operations: Execute the operative import process to support material availability.
  • Shipment Coordination: Arrange pickups at the origin and track progress for all incoming orders, and inform about any risk or delay in the process.
  • Document Preparation: Prepare and validate all documentation required for every shipment (import and export).
  • Process Monitoring: Control and monitor the custom broker and freight forwarder to ensure a timely process.
  • Invoice Review: Review invoices of customs brokers and freight forwarders.
  • Payment Accuracy: Ensure correct payment and correct G/L account assignment.
  • IMMEX Compliance: Ensure all requirements to keep active IMMEX Program active.
  • Audit Support: Support in the audit process with any Mexican Authorities.
  • Certificate Verification: Request and verify certificates of origin of merchandise to be imported and exported.

8. Import and Export Analyst Duties and Roles

  • Customs Entry Preparation: Prepare import customs entries for import shipments utilizing Editrade software connected to customs.
  • Entry Monitoring: Monitor import and export entries for proper and timely release.
  • Shipment Coordination: Work directly with steamship lines, forwarders, foreign vendors, and customs for imports, while exports are accomplished by working with foreign brokers, forwarders, Mohawk International CS, foreign vendors, etc.
  • Duty Coding: Ensure proper coding of import and export entries to account for ADD/CVD (Anti-Dumping Duties/Countervailing Duties).
  • Delivery Orders: Issue delivery orders on import shipments.
  • Database Updating: Update internal order tracking database, i.e., EPorts/Lognet.
  • Entry Review: Perform a review of import and export entries.
  • Compliance Oversight: Ensure compliance, identify noncompliance issues, and initiate action and/or provide guidance on the action steps.
  • Tariff Classification: Responsible for the code for applicable duty rates based on knowledge of product and HTS classification.
  • Material Tracking: Track raw material components of products in SAP and CAMS operating systems.

9. Import and Export Analyst Roles and Responsibilities

  • Invoice Processing: Approve and code broker export invoices, import freight charges, and duty payments utilizing PayCargo software.
  • Account Reconciliation: Analyze and reconcile G/L accounts monthly using Blackline and SAP.
  • File Management: Maintain updated and accurate filing systems for both import and export shipments.
  • Department Liaison: Act as liaison and primary point of contact between inside and outside company departments.
  • File Auditing: Audit files at specific intervals to identify and purge outdated information and ensure the confidentiality of records.
  • Duty Drawback Support: Assist with duty drawbacks and RVC calculations.
  • IOR Management: Maintain various online system files in the IOR (Importer of Record) module for Canadian shipments of Mohawk.
  • Process Oversight: Responsible for file and process extends from raw material vendor through manufacturing, pricing, order entry, shipping, and customs documentation.
  • System Functionality: Responsible for not only the maintenance of the IOR module but also its functionality by working with IS and foreign brokers on EDI information.
  • Audit Response: Gather and compile responses to major audits from foreign governments.
  • FTA Compliance: Address a diverse range of inquiries related to NAFTA and all other Free Trade Agreement eligibility, documentation, and compliance.
  • Payment Verification: Verify and request payment on quarterly overbills for Canadian customers.

10. Import and Export Analyst Roles and Details

  • International Shipping: Coordinate international shipping and facilitate shipments crossing international borders.
  • Shipment Tracking: Track shipments, working with clients and categorizing shipments.
  • Customs Compliance: Ensure that the shipment adheres to customs regulations.
  • Duty Reduction: Track shipments and work with clients on reducing duties owed.
  • Document Compliance: Perform document shipments to ensure that they are in compliance with customs rules and regulations.
  • Client Advisory: Counsel clients on matters like tariffs, insurance, and quotas.
  • Tariff Classification: Categorize shipments according to a tariff coding system.
  • Customs Liaison: Consult with customs agents to ease the passage of shipments through customs.
  • Cost Reduction: Counsel clients on how to reduce duties and taxes owed and costs in favor of the organization.
  • Location Tracking: Track the location of the shipment.
  • Packaging Preparation: Prepare goods for shipment using the best, most economical packaging.
  • Logistics Support: Transport, warehousing, or distribution of goods may also be a job duty of the import-export specialist.
  • Insurance Assessment: Determine how much insurance to take out on the shipment.

11. Import and Export Analyst General Responsibilities

  • Goods Classification: Accurately classify goods according to the Canadian and U.S. tariff schedules.
  • Entry Auditing: Audit Canadian and import entries to ensure compliance.
  • FTA Assessment: Assess products for FTA eligibility for Canadian and U.S. finished goods.
  • Issue Investigation: Investigate information requests from brokers or government agencies on imported goods or detention issues.
  • Export Coordination: Process Canadian export orders and coordinate shipments.
  • Valuation Accuracy: Ensure correct valuation on imported products.
  • Post Entry Corrections: Submit post entry corrections to CBSA and CBP.
  • Document Preparation: Create and assist in preparing customs documentation for imports and exports.
  • Cost Analysis: Provide import landed cost analysis.
  • Record Keeping: Ensure accurate record keeping for imports, exports, and FTA requirements.
  • Incoterms Identification: Identify proper Incoterms.
  • Specialist Backup: Provide backup role to other Canadian Import/Export Specialists.

12. Import and Export Analyst Role Purpose

  • Regulatory Evaluation: Evaluate all new customs requirements to ensure import and export compliance with changes.
  • Procedure Integration: Incorporate all regulations into the day-to-day operations and Standard Operating Procedures.
  • Freight Assessment: Assess freight expediting needs for existing products, specials, and new products.
  • Document Review: Review pending shipment documentation to ensure compliance.
  • Record Management: Manage record-keeping processes and the archive of entry records.
  • Audit Oversight: Oversee audit programs as they relate to import and export activities, both internally and externally.
  • Permit & License Support: Assist in obtaining import permits/export licenses in tandem with the appropriate departments.
  • Broker Liaison: Liaise with customs brokers and export agents to ensure accuracy of import/export documentation.
  • Product Classification: Classify products and manage the various government agencies (i.e., FDA, DEA, Customs, Census) with respect to customs transactions, including HTS, ECCN, COO, etc.

13. Import and Export Analyst Essential Functions

  • SPL Screening: Perform Restricted and Sanctioned Party List (SPL) screening.
  • FTA Support: Assist with Free Trade Agreement (FTA) qualification and issuance.
  • Procedure Development: Develop and maintain relevant internal procedures and conduct import and export training programs.
  • Requestor Liaison: Liaise with all requestors to ensure procedures are followed and documentation is correct upon submission.
  • Legislation Monitoring: Ongoing monitoring and evaluation of legislative changes that affect imports and exports.
  • Cross-Functional Collaboration: Work with groups such as regulatory affairs and purchasing.
  • Customs Response: Respond to Customs inquiries and requests for information.
  • Transportation Backup: Provide back-up to the site’s transportation group.

14. Import and Export Analyst Additional Details

  • Tariff Expertise: Possess expertise in the Harmonized Tariff Schedule on a global level in accordance with the U.S.
  • Regulatory Compliance: Responsible for customs laws, local country laws, and WCO rules and regulations, including Export Administration Regulations, the Commerce Control List, and local country export control laws.
  • Classification Determination: Determine Harmonized Tariff Codes, ECCN, and COO for Rockwell Automation products and third-party capital equipment.
  • Technical Interpretation: Read and interpret Bills of Material, engineering drawings, and other technical data.
  • Document Management: Ensure that proper documentation and Certificates of Origin are collected and filed per company procedures.
  • Certificate Solicitation: Solicit vendors and suppliers for Certificates of Origin on all purchased parts.
  • Shipment Monitoring: Monitor inbound and outbound shipments for missing classification data.
  • Order Release: Release orders that are on hold.
  • Process Improvement: Participate in general process improvement discussions within the CGT team.
  • Quality Assurance: Ensure that work is complete and within specified time and quality parameters.

15. Import and Export Analyst Roles

  • Conflict Resolution: Look for solutions to conflicts that may arise between Rockwell Automation business units.
  • Regulatory Compliance: Comply with policy and procedure as well as customs laws and regulations.
  • Classification Support: Provide support and guidance to Rockwell Automation business units and subsidiaries on import/export classification-related issues.
  • Process Development: Assist the classification team in developing and implementing business processes and procedures.
  • Policy Adherence: Comply with the Rockwell Automation corporate global policies.
  • Cross-Functional Collaboration: Interact and collaborate with all compliance functions at Rockwell Automation (Global Trade Compliance, Import Compliance, Export Operations, and Regional Compliance/Logistics contacts).
  • Global Compliance: Ensure compliance with Rockwell Automation's global policies and procedures.
  • Metrics Performance: Drive continuous results for monthly metrics.
  • Goal Achievement: Achieve goals and objectives in line with Rockwell Automation's Strategic Framework.
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