Reconciliations Specialist

Aston Carter•Murrieta, CA

12d•$30 - $30•Onsite

About The Position

Financial services company looking for their next Reconciliations Specialist to join their team! Great entry-level role to gain basic skills in analytics. Must have experience with reconciliation! The selected individual will conduct data collection and manipulation, prepare reconciliation reports, analyze data, and provide other information for client use. The role involves working closely with the manager to deliver high-quality work products and excellent customer service.

Requirements

Minimum associates degree in accounting, finance, economics, or any other related field of study
2+ years of experience in data reconciliations
Strong experience with Excel (pivot tables and VLOOKUPS)

Nice To Haves

Some accounting/ bookkeeping experience preferred

Responsibilities

Prepare, compile, and review reconciliation reports (bank, bond, tax, or assessment accounts) to ensure accuracy for client use.
Analyze and manipulate datasets with Excel—identifying and resolving discrepancies.
Gather and organize financial and administrative data.
Assist in drafting reports, dashboards, and deliverables for internal teams and clients.
Liaise with project managers and clients to provide timely reconciliations and financial updates.
Partner with team members to research and contextualize findings for client presentation.
Support district finance administration tasks: tracking bonds, special taxes, assessments.
Ensure compliance with federal, state, and local regulations related to finance and public administration.