Reconciliation Specialist

Zotec Partners; United States; Remote; USD 42,000 - 65,000; Full time

Job summary

Zotec Partners, a national healthcare solutions leader, is seeking a Reconciliation Specialist in a remote role. You will reconcile client bank accounts, coordinate with client representatives and payment teams, and alert the Client Service Manager to any month-end issues.

The ideal candidate has 1–2 years in bank reconciliation and strong Excel skills. Join a collaborative team dedicated to improving healthcare operations with accuracy and timeliness, in a remote environment with strict

Qualifications

• 1-2 years’ experience balancing large sums of money.
• 1-2 years’ experience reconciling bank statements in a high-volume, fast-paced environment.
• Knowledge of accounting principles.
• Knowledge of medical office operations is helpful.
• Working knowledge of Microsoft Office; Excel pivots, VLOOKUPs, and formulas.

Responsibilities

• 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 outstanding issues prior to month end.

Skills

Balancing large sums

Bank reconciliation

Accounting principles

Excel (Pivot,VLOOKUP)

Attention to detail

Deadline-driven

Communication skills

Problem solving

Medical office operations knowledge (a

Tools

Microsoft Office Suite

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.

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

E-Verify and Equal Opportunity Employer