Senior Financial Analyst

Sotalent; San Francisco (CA); Remote; USD 120,000 - 170,000; Full time

Job summary

Sotalent is seeking a Senior Financial Data Reconciliation Analyst to design, optimize, and scale reconciliation processes across financial systems. The role is remote (Continental U.S.) with occasional travel and requires partnering with product, engineering, finance, and data teams to ensure data accuracy and robust controls.

You will mentor junior team members, lead initiatives to improve operational effectiveness, and support month-end close, audits, and regulatory reviews with detailed

Qualifications

• Experience with complex financial transactions and reconciliations.
• Strong understanding of payment networks and settlement cycles.
• Advanced SQL for data transformation and analytics.
• Ability to analyze discrepancies and implement long-term solutions.
• Experience with audit support and regulatory reviews.

Responsibilities

• Lead the design, implementation, and optimization of end-to-end reconciliation processes.
• Develop and maintain data transformation logic and matching rules.
• Monitor and resolve reconciliation exceptions with root-cause analysis.
• Build monitoring, reporting, and alerting for risks and improvements.
• Collaborate with product, engineering, finance, and data teams on requirements.
• Support month-end close, audits, and regulatory reviews with analyses.
• Drive control enhancements and scalable reconciliation initiatives.
• Mentor junior team members and promote knowledge sharing.

Skills

SQL

Data analysis

Reconciliation

Financial data

Stakeholder management

Cross-functional

Mentoring

Job description

Work Setting: Remote (Continental U.S.) with occasional travel.

Are you passionate about financial data integrity, reconciliation, and solving complex transactional challenges in a fast-paced financial environment?

We are seeking a Senior Financial Data Reconciliation Analyst to play a key role in designing, optimizing, and scaling reconciliation processes across financial systems and payment ecosystems. In this role, you'll collaborate with cross-functional stakeholders to ensure the accuracy of financial data, investigate discrepancies, enhance controls, and drive process improvements that support business growth.

Key Responsibilities

• Lead the design, implementation, and optimization of end-to-end reconciliation processes for new and existing financial products and transaction flows.
• Develop and maintain data transformation logic, matching rules, and reconciliation frameworks to ensure accurate and scalable financial reporting.
• Monitor, investigate, and resolve reconciliation exceptions by performing root-cause analysis and partnering with internal teams and external stakeholders to implement long-term solutions.
• Build and enhance monitoring, reporting, and alerting mechanisms to proactively identify risks, trends, and operational improvement opportunities.
• Collaborate with product, engineering, finance, and data teams to define reconciliation requirements and control frameworks during new product development initiatives.
• Support accounting and finance functions during month-end close, audits, and regulatory reviews by preparing reconciliation analyses and supporting documentation.
• Drive reconciliation control enhancements and lead strategic initiatives focused on improving operational effectiveness and scalability.
• Provide mentorship and guidance to junior team members, helping strengthen analytical, technical, and investigative capabilities across the team.

What We're Looking For

• Strong experience working with complex financial transactions, reconciliations, settlements, payment operations, or accounting processes within financial services or technology-driven environments.
• Solid understanding of payment networks, transaction processing, settlement cycles, exception management, and financial data flows.
• Advanced SQL skills with experience developing and maintaining data transformation and analytics solutions.
• Proven ability to analyze, investigate, and resolve complex financial data discrepancies and operational issues.
• Experience using reconciliation, matching, or financial control platforms to support large-scale financial operations.
• Strong reporting and dashboarding capabilities using business intelligence and analytics tools.
• Demonstrated success leading cross-functional projects and influencing both technical and non-technical stakeholders.
• Experience mentoring team members and fostering knowledge sharing within a collaborative environment.
• Familiarity with audit support, financial controls, compliance processes, and operational risk management.