Trade Specialist

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.
• Act as a trusted point of escalation for complex trade and deduction inquiries, exercising sound judgment and commercial acumen.

Qualifications

• 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.
• Prominent 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.