Job Description

MOVE Your Business is proud to represent our client, a U.S.-based benefits technology company that helps employers improve employee financial wellness through education and student loan benefits. Their platform supports tuition assistance, reimbursement, and student loan repayment programs while reducing administrative complexity for HR teams. They combine technology with guided support to help employers increase benefit utilization, retention, and long-term workforce stability.

On behalf of our client, we are seeking a highly detail-oriented Financial Operations Analyst to take full ownership of payment accuracy across benefit programs end-to-end, remotely. This role is critical in ensuring financial integrity, accurate reporting, and scalable processes.

You will serve as the accountable owner of reconciliation, ledger accuracy, and financial process documentation, working closely with an external accounting firm.

The role is structured in two phases:

• Phase 1 (60–90 days): Historical backlog cleanup, reconciliation of past payments, and resolution of discrepancies to establish a clean ledger
• Phase 2 (Ongoing): Weekly reconciliations, ledger maintenance, discrepancy investigation, and continuous process improvement

Benefits:

• Competitive salary
• Strong support system
• Health benefit ($30/month)
• Internet Allowance ($20/month)
• Training materials for upskilling are provided
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leave (sick leave convertible to cash if perfect attendance)
• Paid planned leaves

Key Responsibilities:

• Reconciliation & Ledger Management
  • Reconcile payment records against approved benefit amounts (weekly and historical)
  • Maintain a clean and accurate ledger, including approved amounts, pending balances, payments, and timestamps
• Discrepancy Investigation & Resolution
  • Investigate payment discrepancies (overpayments, underpayments, missing payments)
  • Identify and document the root cause, not just the resolution
• Payment Controls & Compliance
  • Ensure every outgoing payment is tied to an approved request before processing
  • Confirm all bank transfers have complete audit trails; flag and document any gaps
• Fund Tracking & Partner Reconciliation
  • Track fund transfers to third-party payment partners
  • Reconcile transfers against disbursement records
• Process Documentation & Continuous Improvement
  • Build and maintain an edge case library with clear rules for handling unique scenarios
  • Document processes to ensure consistency and eliminate repeat decision-making
• Issue Escalation & Ownership
  • Serve as the first point of escalation for payment-related questions
  • Resolve issues before they reach clients or leadership
• Ad Hoc Tasks & Operational Support
  • Support ad hoc financial and operational tasks as needed
  • Assist with special reconciliations, reporting requests, and data validation exercises
  • Participate in process improvements and system clean-up initiatives as assigned
  • Handle time-sensitive or non-standard requests from the finance or operations team

Requirements & Qualifications:

• Bachelor’s degree in Accounting or Finance (required; non-negotiable)
• Exceptional attention to detail with a strong ownership mindset; proactively identifies errors and focuses on root cause resolution, not just fixes
• Advanced proficiency in Excel and Google Sheets, including reconciliation tracking, VLOOKUP/INDEX-MATCH, and structured data logging
• Experience working with financial or transactional data, including bank statements, payment records, and general ledgers
• Strong written English skills with the ability to clearly document processes, rules, and findings for long-term use
• Prior experience in Accounts Payable, Accounts Receivable, bookkeeping, or payment reconciliation (preferred)
• Exposure to US-based companies or US accounting standards (preferred)
• Comfortable working in uncertain or evolving environments, with the ability to build structure and processes from the ground up
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country’s equivalent), is required before onboarding.

Working Hours:
Full-Time (40 hours per week)
Monday through Friday, 8:00 a.m. to 5:00 p.m. Eastern Time

Pay: $900+ $75 Allowance per month

About Us:
MOVE Your Business is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.