Reconciliations Specialist

Insight Global; Milwaukee (WI); Hybrid; USD 25,000 - 28,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA

FSA

DCFSA

401k with employer matching

Paid time off

Job summary

Insight Global has a Milwaukee-based Reconciliations Specialist role requiring strong Excel skills and a data-driven mindset. The candidate will join a 12-person team and participate in 2–3 weeks of in-person training, followed by a hybrid schedule (3 days in office) in Milwaukee, WI.

Primary duties include managing reconciliations for various account types and meeting tight deadlines. Strong communication and work ethic are essential.

Qualifications

• Bachelor's Degree or years of equivalent experience.
• Excel experience.
• Likes numbers (working with data).
• Great communication, energy, and work ethic!

Responsibilities

• Oversee the reconciliation process across multiple accounts.
• Support core accounting functions to hit daily and weekly deadlines.

Skills

Excel experience

Likes numbers

Great communication

Energy

Work ethic

Education

Bachelor's Degree or equivalent experience

Bachelor's Degree in related fields (accounting, Economics, Finance, Business)

Job description

• Bachelor's Degree or years of equivalent experience
• Excel experience
• Likes numbers (working with data)
• Great communication, energy, and work ethic!

Plusses:

• Accounting experience
• Bachelor's Degree in related fields (accounting, Economics, Finance, Business etc.)

Day to day:

A client of Insight Global is looking for a Reconciliations Specialist to join their team of 12 in Milwaukee, WI. There will be 2-3 weeks of in person training and then will transition to a hybrid model (3 day/week in office) in Milwaukee, WI. This person will be responsible for overseeing the reconciliation process over multiple small to large accounts. The Reconciliations Specialist will be supporting various accounting functions on the core reconciliations team in order to hit daily and weekly deadlines. The type of accounts will vary between General Ledger, Standard Demand Deposit Accounts, and Suspense Accounts. This involves the reconciling money movement to or from client accounts to purchase or sell in Wealth Management. The ideal candidate has experience working with Excel, great communication, and work ethic.

This role is paying up to $18.50 an hour

Exact compensation may vary based on several factors, including skills, experience, and education.

• Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching.
• Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.