Reconciliation Specialist

Zotec Partners•, (Multiple States)
•Remote

About The Position

Zotec Partners is seeking a remote Reconciliation Specialist to reconcile clients’ bank accounts with daily postings made by Central Payments. The role involves communicating with payment and enrollment teams to identify posting or deposit trends, following up with internal departments about identified issues, and notifying Client Service Managers of outstanding issues before month end. The position supports Zotec’s purpose of making healthcare work better through accurate, timely reconciliation and collaboration with clients and colleagues.

Requirements

  • 1–2 years of experience balancing large amounts of money.
  • 1–2 years of experience reconciling bank statements in a high-volume, fast-paced environment.
  • Knowledge of accounting principles.
  • Working knowledge of Microsoft programs and excellent Excel skills, including pivots, VLOOKUPs, and formulas.
  • Attention to detail and basic math aptitude.
  • Ability to adhere to strict deadlines.
  • Excellent verbal and written communication skills.
  • Strong problem-solving skills.

Nice To Haves

  • Knowledge of medical office operations.

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 outstanding issues prior to month end.
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