Job Description

The Account Reconciliation Specialist is responsible for independently managing cash reconciliation for assigned operational centers. This role ensures financial accuracy, policy compliance, and timely resolution of refund activity.

The Specialist serves as a primary support contact for assigned centers and partners closely with Finance, Accounting, and operational teams. This position manages a higher volume of accounts and refunds and requires strong independent decision-making and analytical skills.

Key Responsibilities

• Independently manage and reconcile cash receivables activity for assigned centers across multiple systems.
• Research and resolve discrepancies, variances, and refund requests in accordance with company policy and timelines.
• Track, process, and maintain documentation for financial and medical refunds.
• Reconcile merchant deposits, fees, and payment activity to corresponding customer accounts.
• Prepare and contribute to recurring reconciliation reports and performance metrics.
• Serve as a primary financial support contact for assigned centers, responding to questions and ensuring adherence to policies.
• Collaborate with other Account Reconciliation Specialists to maintain team coverage and consistency.
• Utilize internal systems and spreadsheet tools to analyze and report financial data.
• Maintain audit-ready records and documentation.
• Identify opportunities for process improvement and operational efficiency.
• Support additional finance-related initiatives and projects as assigned.

Qualifications

• Strong attention to detail and commitment to data accuracy.
• Proven analytical and problem-solving abilities.
• Ability to independently manage a high volume of accounts and deadlines.
• Intermediate proficiency in Excel and/or Google Sheets.
• Strong organizational and prioritization skills.
• Professional communication skills with the ability to support operational teams.
• High level of integrity and discretion when handling confidential information.
• Experience in cash receivables, reconciliation, medical/dental billing and/or software's (non-insurance), or related fields preferred.

What Success Looks Like

• Accurate and timely reconciliation of assigned centers.
• Efficient processing and tracking of non-dispute refunds.
• Clear, professional communication with operational and finance partners.
• Audit-ready documentation and strong policy adherence.
• Reliable ownership of assigned workload with minimal supervision.
• Positive contribution to team collaboration and operational efficiency.