Trade Systems & Reconciliation Specialist

Acosta, Inc.; Lewisville (TX); On-site; USD 29,000 - 30,000; Full time

Job summary

Acosta Group is seeking a Trade Specialist to serve as a liaison between centralized trade organization, client-facing sales teams, and internal shared services. You will analyze trade data, reconcile settlements, and ensure alignment of contracts, customer execution, and financial settlement processes.

The role requires experience with trade management systems, contract interpretation, and detailed discrepancy analysis.

Qualifications

• Associate’s degree preferred; concentration in Business, Finance, Accounting, Supply Chain, or 3-5 years related field preferred.

Responsibilities

• Serve as a subject matter expert in client trade systems, ensuring accurate setup, maintenance, and interpretation of contracts, rates, dates, and product details.
• Perform detailed contract and system comparisons to proactively identify discrepancies, risks, and downstream financial impacts.
• Audit customer trade events and deductions at a predefined depth to validate compliance with contract terms and trade policies.
• Lead timely and accurate reconciliation efforts by aligning customer deduction timing, client requests, and internal balance management.
• Own key performance indicators related to open deductions, providing routine and ad hoc reporting to Sales, Clients, and Global Business Services.
• Analyze trends in trade discrepancies and deduction activity to identify root causes and recommend process improvements.
• Partner closely with Global Business Services to resolve issues, provide customer documentation, and refine Standard Operating Procedures.
• Facilitate recurring cross‑functional operating cadences (daily, weekly, monthly) to ensure transparency, alignment, and issue resolution.

Skills

Analytical thinking

Excel proficiency

Communication skills

Problem solving

Education

Associate’s degree preferred or equivalent experience

Job description

Acosta Group is seeking a Trade Specialist to serve as a liaison between centralized trade organization, client-facing sales teams, and internal shared services. You will analyze trade data, reconcile settlements, and ensure alignment of contracts, customer execution, and financial settlement processes.

The role requires experience with trade management systems, contract interpretation, and detailed discrepancy analysis.