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Settlements CoordinatorBrandt • Regina, CA
Settlements Coordinator

Settlements Coordinator

Brandt • Regina, CA
30+ days ago
Job type
  • Full-time
Job description

Responsible for the end-to-end facilitation of equipment sales settlements, including invoice processing, accrual management, account reconciliations, commission verification, and financial record maintenance. Ensures the accuracy and integrity of sales transactions, equipment costing, manufacturer incentive programs, and general ledger balances while supporting timely department deadlines and compliance with company accounting policies.

Key Responsibilities:

  • Review and validate equipment sales documentation to ensure completeness, accuracy, and compliance with internal controls.
  • Process and record equipment sales transactions, ensuring proper revenue recognition and invoicing.
  • Calculate, reconcile, and maximize manufacturer incentives, rebates, and discounts in accordance with program requirements.
  • Review, update and maintain accurate equipment costing information.
  • Prepare, post, and reconcile equipment-related accruals and adjusting journal entries.
  • Generate customer invoices and verify transaction accuracy prior to posting.
  • Process trade-in equipment transactions and record inventory additions in accordance with company procedures.
  • Perform monthly general ledger account reconciliations and investigate variances or discrepancies.
  • Review and validate sales commission calculations, ensuring accuracy and compliance with compensation plans.
  • Maintain sales databases, ensuring data integrity and accurate financial reporting.
  • Collaborate with branch personnel, sales teams, and finance departments to resolve transaction discrepancies and ensure timely settlement processing.
  • Adhere to company accounting policies, internal controls, and confidentiality requirements.

#LI-Onsite



Required Skills
  • Strong organizational and time-management skills with the ability to meet strict deadlines.
  • High level of accuracy and attention to detail.
  • Strong analytical and critical-thinking abilities.
  • Working knowledge of accounting principles, reconciliations, and financial transactions.
  • Ability to understand and apply manufacturer program requirements and guidelines.
  • Ability to work independently and as part of a team.
  • Capable of managing multiple tasks in a fast-paced environment.
  • Strong verbal and written communication skills.
  • Professional, reliable, and dependable work ethic.
  • Ability to maintain confidentiality and handle sensitive financial information appropriately.
  • Proficiency with computer systems, databases, and Microsoft Office applications, particularly Excel.


Required Experience

  • Minimum 2 years of accounting experience. Preference will be given to a candidate with an accounting diploma or working towards one.
  • Strong organizational and time-management skills with the ability to meet strict deadlines.
  • High level of accuracy and attention to detail.
  • Strong analytical and critical-thinking abilities.
  • Working knowledge of accounting principles, reconciliations, and financial transactions.
  • Ability to understand and apply manufacturer program requirements and guidelines.
  • Ability to work independently and as part of a team.
  • Capable of managing multiple tasks in a fast-paced environment.
  • Strong verbal and written communication skills.
  • Professional, reliable, and dependable work ethic.
  • Ability to maintain confidentiality and handle sensitive financial information appropriately.
  • Proficiency with computer systems, databases, and Microsoft Office applications, particularly Excel.
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Settlements Coordinator • Regina, CA

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