Senior Fulfillment Reconciliation Specialist - Delivery Controls

About the Role:

Grade Level (for internal use):

09

The Role: Senior Fulfillment Reconciliation Specialist, S&P Global Energy Fulfillment

What’s in it for you:
As a Senior Fulfillment Reconciliation Specialist, you will lead strategic initiatives to optimize and transform the fulfillment reconciliation process. You will drive automation, AI adoption, and system-led solutions to improve accuracy, scalability, and control. You’ll partner cross-functionally to resolve complex entitlement issues, lead end-to-end projects, and influence stakeholders at multiple levels. This role offers the opportunity to shape the future of fulfillment and reconciliation operations, reduce manual effort, and build scalable, data-driven processes while gaining exposure to Salesforce CPQ, Alteryx, and advanced automation tools.

Responsibilities:

Strategic Leadership & Transformation

• Act as the leader and driver of strategy (“the what”) for the channel fulfillment and reconciliation function, setting the vision for automation, AI, and operational excellence.
• Own the transformation agenda across automation, AI, and efficiency initiatives, building a roadmap for scalable, system-led solutions that reduce manual effort.
• Shift delivery models toward system-led execution, leveraging automation and AI to streamline workflows.
• Continuously assess and improve channel delivery and the reconciliation processes to enhance accuracy, efficiency, and control effectiveness.

Project & Execution Management (Core Strength Area)

• Lead end-to-end project execution for channel delivery and reconciliation, automation, and process improvement initiatives.
• Manage timelines, milestones, and deliverables, ensuring stakeholder alignment and timely delivery.
• Provide regular updates and high-quality presentations to leadership on project status, risks, and outcomes.
• Drive team performance, accountability, and cross-functional collaboration to meet strategic goals.

Backlog Reduction & Operational Efficiency

• Own and actively reduce existing reconciliation backlog through prioritization and scalable solutions.
• Identify inefficiencies, implement automation, and introduce continuous improvement practices to enhance workflow efficiency.
• Lead initiatives to automate exception handling, data validation, and reporting processes.

Transformation & Innovation (Core Strength Area)

• Lead the adoption of AI, machine learning, and innovative tools to modernize reconciliation workflows.
• Identify automation opportunities across data validation, exception management, and reporting.
• Champion new systems, tools, and ways of working that increase scalability, transparency, and control.

Technical & Systems Leadership

• Leverage and guide the use of Salesforce, Salesforce CPQ, and Alteryx to support reconciliation, automation, and scalable reporting.
• Translate business needs into system-based solutions, partnering with technical teams for implementation.
• Monitor and reconcile channel partner entitlement data within Salesforce to ensure accuracy of conversions, renewals, rebills, and cancellations.
• Perform validation testing on Sandbox environments for system changes before deployment.

Core Reconciliation, Controls & Compliance

• Conduct regular fulfillment reconciliations for manual and channel partner platforms, ensuring data accuracy aligned with Salesforce billing.
• Investigate and resolve discrepancies, working closely with internal teams to rectify errors promptly.
• Collaborate with Research Ops and other teams to complete reconciliation requests and ensure compliance with SOX standards.
• Maintain documentation and records demonstrating SOX compliance and audit readiness.
• Provide training and guidance to teams on channel delivery processes and controls.

Business & Stakeholder Engagement

• Apply deep business knowledge to decision-making, prioritization, and process design.
• Work across teams to align transformation efforts, automation initiatives, and reconciliation priorities.
• Influence stakeholders at multiple levels through effective communication, data-driven insights, and relationship management.
• Effectively communicate reconciliation status, risks, and opportunities to leadership and cross-functional partners.

What We’re Looking For:

• Bachelor’s Degree or equivalent education and experience.
• 5+ years of experience in fulfillment, reconciliation, order-to-cash, or related environments, with demonstrated leadership in process improvement and automation.
• Proven experience leading strategic projects, transformation initiatives, backlog reduction, and automation efforts.
• Strong analytical, critical thinking, problem-solving, and research skills.
• Effective organizational, time management, and decision-making skills.
• Advanced proficiency in Excel (pivot tables, vlookup, concatenate, etc.), with hands-on experience in Salesforce, Salesforce CPQ, and Alteryx.
• Ability to translate business needs into system-based solutions and partner with technical teams.
• Excellent English communication skills (oral and written), with experience presenting to leadership.
• Experience working in fast-paced environments with sales organizations is a plus.
• Willing to work in EMEA and AMER shifts, and work overtime during month-end close.

Compliance & Legal

• Adhere to SOX audit requirements and standards throughout the reconciliation process.
• Maintain documentation and records to demonstrate compliance with SOX regulations.

About S&P Global Energy
At S&P Global Energy, our comprehensive view of global energy and commodities markets enables our customers to make superior decisions and create long-term, sustainable value. Our four core capabilities are: Platts for news and pricing; CERA for research and advisory; Horizons for energy expansion and sustainability solutions; and Events for industry collaboration.

S&P Global Energy is a division of S&P Global (NYSE: SPGI). S&P Global enables businesses, governments, and individuals with trusted data, expertise, and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively, and thrive economically in a rapidly changing global landscape. Learn more atwww.spglobal.com/energy.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: 

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to [email protected]. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.  Only electronic job submissions will be considered for employment.  

If you need an accommodation during the application process due to a disability, please send an email to: [email protected] and your request will be forwarded to the appropriate person.  
 
US Candidates Only: Know Your Rights: Workplace discrimination is illegal

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20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)