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Tech Stack
Tools & technologiesERPSQL
About the role
Key responsibilities & impact- Ownership Mapping & Process Documentation
- Policy-to-System Translation & Change Management
- Cross-System Reconciliation & Analysis
- Payment Integrity & Leak Detection
- Revenue Validation
- Escrow Operations & Governance
- Decline Management & Payment Resolution
- System Change Review & IT Guardrails
- New Client Financial Onboarding
- Exception Management & Escalation
Requirements
What you’ll need- 3–5 years of experience in financial operations, systems reconciliation, or business/financial analysis in a multi-entity or multi-system environment.
- Demonstrated ability to work across multiple interconnected systems (ERP, CRM, merchant processing, claims/eligibility platforms) and synthesize data across them.
- Experience performing reconciliation processes, controls documentation, and exception reporting across complex financial workflows.
- Track record of translating business and financial requirements into clear system specifications and working collaboratively with technical teams.
- Strong analytical skills with the ability to investigate variances, identify root causes, and communicate findings clearly to both technical and non-technical stakeholders.
- Familiarity with electronic payment methods and settlement processes (ACH, credit card, merchant processing).
- Advanced Excel proficiency (lookups, pivots, conditional logic, data validation).
- SQL or BI tool experience is a plus.
- Bachelor’s degree in Accounting, Finance, Business Administration, Information Systems, or a related field.
Benefits
Comp & perks- Competitive salary and benefits package
- Dynamic and innovative work environment
- Opportunities for professional growth and development
- Remote work flexibility
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial operationssystems reconciliationbusiness analysisexception reportingreconciliation processescontrols documentationadvanced ExcelSQLBI toolspayment integrity
Soft Skills
analytical skillscommunicationcollaborationproblem-solvinginvestigative skills
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in Business AdministrationBachelor’s degree in Information Systems