Reconciliation Specialist

Zotec Partners; Oregon; Hybrid; USD 25,000 - 33,000; Full time

Job summary

Zotec Partners is seeking a Reconciliation Specialist to join our remote team. You will reconcile clients' bank accounts to daily postings, communicate with client representatives and payment teams, and help ensure accurate month-end reporting.

Ideal candidates have 1-2 years balancing large funds, experience reconciling bank statements in high-volume environments, a solid grasp of accounting principles, and strong Excel skills. Attention to detail and clear communication are essential.

Qualifications

• 1-2 years balancing large sums of money.
• 1-2 years reconciling bank statements in a high-volume environment.
• Knowledge of accounting principles.
• Knowledge of medical office operations helpful.
• Excel skills: PivotTables, VLOOKUPs, formulas.
• Attention to detail and basic math.
• Able to meet strict deadlines.
• Excellent verbal and written communication.
• Strong problem-solving skills.

Responsibilities

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

Skills

Balancing large sums of money

Reconciling bank statements

Accounting principles

Attention to detail

Deadlines

Verbal and written communication

Problem solving

Medical office operations helpful

Tools

Microsoft Excel

Job description

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.

E-Verify and Equal Opportunity Employer