Reconciliation Specialist

Zotec Partners; Carmel (IN); À distance; USD 45 000 - 60 000; Plein temps

Résumé du poste

Zotec Partners is seeking a Reconciliation Specialist in a remote capability. You will reconcile client bank accounts and liaise with payment teams to resolve posting issues, ensuring timely month-end close and accuracy. The role emphasizes data accuracy, responsiveness, and clear communication across teams.

The ideal candidate has experience reconciling high-volume transactions, proficient Excel skills, and a strong eye for detail, with the ability to work independently in a remote setting.

Qualifications

• Balancing large sums of money in a high-volume environment.
• Reconciling bank statements and identifying posting or deposit issues.
• Communicating with client representatives and payment teams to identify issues.
• Notifying managers of outstanding issues before month-end.
• Proficient in MS Office and Excel (PivotTables, VLOOKUP, formulas).
• Attention to detail with basic math aptitude.
• Able to meet strict deadlines.
• Excellent verbal and written communication skills.
• Strong problem-solving abilities.

Responsabilités

• Reconcile clients’ bank accounts.
• Communicate with client representatives and identify posting or deposit issues.
• Coordinate with payment teams to identify missing or unbalanced checks.
• Notify the Client Service Manager of any outstanding issues prior to month end.

Connaissances

Balancing large sums

Bank reconciliation

Accounting principles

Medical office operations

Excel

Attention to detail

Deadline oriented

Communication skills

Problem solving

Outils

Microsoft Office

Description du poste

At Zotec Partners, our People make it happen.

Transforming the healthcare industry isn’t easy. But when you build a team like the one we have, that goal can become a reality. Our accomplishments can’t happen without our extraordinary people – the men and women across the country who make up our diverse Zotec family and help make this company a best place to work.

Over 25 years ago, we started Zotec with a clear vision, to partner with physicians to simplify the business of healthcare. Today we are more than 900 employees strong and we continue to use our incredible talent and energy to bring that vision to life. We are a team of Innovators, Collaborators and Doers.

We’re seeking a Reconciliation Specialist to join us. This is a remote position.

As a Reconciliation Specialist, you will be responsible for reconciling clients’ bank accounts to the daily postings made by Central Payments. You will communicate with the payment and enrollment team to identify any posting or deposit trends, as well as be in contact with internal departments and any issues identified. You will notify Client Service Managers of any outstanding issues prior to month end.

What you’ll do:

• Reconcile clients’ bank accounts
• Communicate with client representatives and identify posting or deposit issues
• Communicate with both payment teams to identify missing or unbalanced checks
• Notify the Client Service Manager of any outstanding issues prior to month end

What you’ll bring to Zotec:

• 1-2 years’ experience in balancing large amounts of money
• 1-2 years’ experience in reconciling bank statements in a high volume, fast paced environment
• Knowledge of accounting principals
• Knowledge of medical office operations helpful
• Working knowledge of Microsoft programs and excellent Excel skills such as pivots, vlookups, and formulas
• Attention to detail with basic math aptitude
• Able to adhere to strict deadlines
• Excellent verbal and written communication skills
• Strong problem-solving skills

At Zotec, our purpose is to make healthcare work better for everyone. We value trust, excellence, and care in how we work with our clients and each other. You’ll have the opportunity to take ownership of your work, contribute ideas, and learn from experienced colleagues who want you to succeed. If that sounds like the kind of team you’d like to join, we’d like to talk with you.

Learn more about our organization, by visiting us at www.zotecpartners.com

E-Verify and Equal Opportunity Employer