Trade Systems & Reconciliation Specialist

Acosta, Inc.; Livermore (CA); Vor Ort; USD 29.000 - 30.000; Vollzeit

Zusammenfassung

Acosta is seeking a Trade Specialist in Livermore, CA to serve as the liaison between centralized trade and client-facing sales teams. You will manage complex client systems, reconcile deductions, and ensure alignment between contracts, customer execution, and financial settlement processes.

The role requires experience with trade management systems and advanced Excel, with emphasis on accurate data interpretation and proactive issue resolution.

Qualifikationen

• Associate’s degree preferred; concentration in Business, Finance, Accounting, Supply Chain, or 3-5 years related field preferred.
• An equivalent combination of relevant education, training, and professional experience will be considered in lieu of degree.
• 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).
• Strong analytical and critical-thinking capabilities with the ability to interpret complex data and draw actionable conclusions.
• Demonstrated ability to exercise sound business judgment, prioritize competing demands, and work independently.
• Proven problem-solving skills with a continuous improvement mindset.
• Effective written and verbal communication skills, including the ability to explain complex trade concepts to cross-functional partners.

Aufgaben

• 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.

Kenntnisse

Trade systems expertise

Financial reconciliation

Advanced Excel

Analytical thinking

Independent work

Strong communication

Ausbildung

Associate degree preferred; 3–5 years related field preferred

Tools

Microsoft Excel

Jobbeschreibung

Acosta is seeking a Trade Specialist in Livermore, CA to serve as the liaison between centralized trade and client-facing sales teams. You will manage complex client systems, reconcile deductions, and ensure alignment between contracts, customer execution, and financial settlement processes.

The role requires experience with trade management systems and advanced Excel, with emphasis on accurate data interpretation and proactive issue resolution.