Jobs · Finance

Transaction Team Support Specialist

ClimeCo · United States · 1 mo ago
RemoteRemoteFinance$85k–$100k/yrFull-time

About the role

ClimeCo is a global sustainability company headquartered in Houston, TX with projects and partners worldwide. Its mission is to advance the low‑carbon future and restore nature through market‑based solutions, offering services in environmental asset innovation, ESG and climate strategy consulting, regulatory and policy advisory, environmental credits, API solutions, and climate action certification programs. The growing team of engineers and industry experts works with companies, governments, NGOs, and capital markets on ESG, decarbonization, and policy issues to develop high‑quality, purpose‑built end‑to‑end sustainability solutions with measurable impact. ClimeCo seeks a full‑time Transaction Team Support Specialist to join its Products team.

Responsibilities

  • Contract Preparation and Review: Draft, review, and manage sales contracts to ensure compliance with company policies and legal requirements, including customization of contract clauses to address specific business conditions, counterparties, or projects.
  • Transaction Support and Capture: Verify, book, and affirm daily transactions across environmental products and derivatives to ensure accuracy ahead of settlement.
  • Invoicing, Payment, and Delivery Tracking: Track invoicing and payment status through to collection, confirm product receipt and delivery against contracted terms, and follow transactions through to completed settlement.
  • Reconciliation: Match cash and position records against booked transactions to identify and resolve discrepancies, liaising with the accounting and administrative teams throughout the process to deliver accurate outcomes for clients, suppliers, and colleagues.
  • Risk and Compliance: Monitor operational risk and credit exposure, ensure compliance with relevant regulations, industry standards, and internal guidelines, and identify, analyze, and propose mitigation strategies for potential risks associated with contracts and counterparties.
  • P&L Tracking: Calculate daily profit and loss figures and provide analytical support to portfolio managers and the front office team.
  • Record Keeping and Reporting: Maintain detailed and well‑organized records of all contracts and transactions, and prepare reports and summaries covering contractual requirements, obligations, and budgets.
  • Front Office Support: Oversee day‑to‑day communications with the front office team, including responding to inquiries on orders, agreements, and data reports, escalating issues promptly, and ensuring the team has accurate and timely operational information.
  • Process Management: Manage recurring transaction workflows effectively by tracking deadlines and outstanding items accurately, proactively communicating issues, being accountable for delivering timely, high‑quality work, and communicating actionable information to internal stakeholders through reports and summaries.
  • Quality Assurance and Control: Manage QAQC processes during project execution with support of project team and other subject matter experts.
  • Subject Matter Expertise: Develop subject matter expertise across the firm's transaction lifecycle and product set (e.g. environmental attribute certificates, carbon credits, and related derivatives) to provide relevant and useful support to colleagues.
  • Knowledge Sharing: Teach other staff members about subject matter and consulting basics and help colleagues to optimize project processes and find efficiencies when possible.
  • Additional Support: Assist the team with general administrative work on an as‑needed basis, including filing, documentation, correspondence, audit support, and much more.
  • Process Improvement and Systems: Support the maintenance and improvement of the systems and templates used to administer transactions, including contract templates, trackers, and reporting tools.
  • Team Culture: Build a culture of collaboration, intellectual curiosity, accountability, and empathy.

Requirements

  • Undergraduate degree in a related field (Business, Finance, Accounting, Economics, Supply Chain, Legal Studies, etc.).
  • 2‑3 years of professional work experience in transaction support, trade operations, contract administration, or accounting (e.g. commodities, energy, or financial services).
  • Proficient with Microsoft Office (Excel, PowerPoint, and Word), including comfort building and auditing financial or emissions models in Excel.
  • Experience with contract management, CRM, or ERP platforms (e.g. Salesforce, NetSuite, or comparable systems).
  • Working knowledge of environmental commodity markets, including environmental attribute certificates (EACs), carbon credits, and related derivatives, and the regulations governing them.
  • Foundational understanding of accounting concepts, including invoicing, accruals, settlement, and reconciliation.
  • Familiarity with risk management practices, compliance standards, and internal control expectations.
  • Able to analyze and interpret complex legal and commercial documents, including contract terms, trade confirmations, and delivery obligations.
  • Exc

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