Reconciliation Specialist

Shambaugh & Son, L.P.•Fort Wayne, IN

21h•Onsite

About The Position

Shambaugh & Son L.P. is seeking a Reconciliation Specialist for their EMCOR National Agreement Group. This role involves reconciling national agreement incentive purchases for EMCOR on a quarterly and/or yearly basis. The specialist will communicate with EMCOR operating companies regarding vendor reports and invoices, resolve discrepancies, and ensure correct incentive collection. The position also includes updating reports, informing companies of agreement changes, preparing mailings, maintaining databases and vendor files, and assisting with documentation breakdown. Other duties as assigned.

Requirements

Proficient in Microsoft Excel, Word, and PowerPoint as well as Adobe Pro
Attention to detail; Highly organized
Ability to multi-task
Excellent communication skills (written and verbal)
Self-starter/motivated and a strong work ethic
Team Player
Regular and reliable attendance

Nice To Haves

Microsoft Access experience preferred

Responsibilities

Reconcile national agreement incentive purchases for EMCOR quarterly and/or yearly
Work with EMCOR companies and national suppliers to resolve reporting discrepancies to finalize reconciliation and ensure correct incentive is collected
Revise and update quarterly National Purchasing input reports and inform EMCOR operating companies of new or cancelled agreements
Communicate with companies to understand and accurately submit quarterly required documentation
Prepare quarterly mailing to all EMCOR operating companies regarding new or cancelled agreements as well as any changes
Updating the Vendor database, summary sheets, and electronic binder relating to national agreements to include creating PDFs
Submitting updates to EMCOR Marketing for National Agreements SharePoint site to upload.
Create and maintain national agreement vendor files
Assist with breakdown of submitted quarterly documentation from EMCOR companies to prepare for reconciliation
Other duties as assigned