Invoicing & Settlements
- Manage the timely invoicing and settlement of both physical oil trading and financial derivatives (futures, swaps, OTC trades under ISDA).
- Generate and validate sales invoices for actualized trades, ensuring accuracy with contractual terms.
- Reconcile and process incoming counterparty invoices, tracking and resolving any discrepancies.
- Secure approvals for payments and work with Treasury for cash forecasting and collateral management.
- Ensure compliance with clearing broker positions, execution fees, and ISDA confirmations.
- Perform daily reconciliation of trading activity in ETRM against execution and broker clearing statements.
- Validate Open Trade Equity (Mark-to-Market) of clearing broker positions and trade realizations.
- Work closely with traders to process any trade amendments, ensuring all changes are authorized.
- Support the negotiation of ISDA and master agreements, including settlement and credit terms.
- Draft and review physical oil trade contracts, ensuring compliance with internal policies.
- Liaise with external counterparties, legal, credit, and finance teams to resolve any settlement or contractual disputes.
- Ensure all transactions comply with financial regulations and risk management frameworks.
- Provide month-end reporting, including aged debt, accruals, and reconciliation statements.
- Assist in collateral management and margin calls in coordination with Treasury.