Reconciliation Specialist

Shambaugh & Son, L.P.•Fort Wayne, IN

1d•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 databases, preparing mailings, maintaining vendor files, and assisting with documentation breakdown.

Requirements

Proficient in Microsoft Excel, Word, and PowerPoint as well as Adobe Pro.
Microsoft Access experience preferred.
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, including the ability to work extended hours and weekends as required.

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.
Update the Vendor database, summary sheets, and electronic binder relating to national agreements to include creating PDFs.
Submit 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.