Trade Systems & Reconciliation Specialist

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

Job summary

Acosta Group is seeking a Trade Specialist who serves as a liaison between centralized trade, client-facing sales teams, and shared services. You will manage contracts, rates, dates, and product details in client trade systems, drive reconciliation, and ensure alignment with financial settlements across multiple channels.

The role emphasizes analytical rigor, identification of discrepancies, and cross-functional collaboration to improve trade processes.

Qualifications

• Associate’s degree preferred; concentration in Business, Finance, Accounting, Supply Chain, or 3-5 years related field preferred.
• Demonstrated experience working with trade management systems, financial reconciliation, or customer accounts within a CPG or consumer business environment preferred.
• Advanced proficiency in Microsoft Office, particularly Excel (data analysis, reconciliation, reporting).

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

Attention to detail

Independent worker

Communication skills

Education

Associate’s degree preferred; Business/Finance/Supply Chain

Tools

Excel

Job description

Acosta Group is seeking a Trade Specialist who serves as a liaison between centralized trade, client-facing sales teams, and shared services. You will manage contracts, rates, dates, and product details in client trade systems, drive reconciliation, and ensure alignment with financial settlements across multiple channels.

The role emphasizes analytical rigor, identification of discrepancies, and cross-functional collaboration to improve trade processes.