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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in reconciliation, settlement, and financial reporting, with a strong command of SQL and advanced Excel skills. Capable of driving process improvements and automation while effectively collaborating with cross-functional teams.
Highest-signal resume keywords
Expert-Level SQLReconciliation Tooling ExperienceAdvanced Excel ProficiencyStrong Knowledge of Accounting PrinciplesExperience with Data Pipelines
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ReconciliationSettlementFinancial ReportingData Pipeline DevelopmentProcess ImprovementAutomationDouble-Entry AccountingAI-First Analytical MindsetMetrics DefinitionAudit Documentation
Soft Skills
Excellent Communication SkillsSenior Stakeholder Relationship ManagementMentoring Junior Analysts
Tools & Technologies
Banking PortalsBI PlatformsCloud Data WarehousesPythonExcel
Industry Keywords
Payments EcosystemACHWireSWIFTRTP/FedNowInterchange ReconciliationSOX-Adjacent ProcessesInternal ControlsFinancial AnalyticsCard-Network Reconciliation
Tech Stack
Tools & technologiesCloudPythonSQLSwift
About the role
Key responsibilities & impact- Join the Recon and Reporting team responsible for post-transaction reconciliation and reporting systems
- Independently prioritize, design, develop, and deploy reconciliation and reporting solutions
- Own daily, weekly, and monthly reconciliations across card networks, banking partners, processors, and internal transaction and ledger data
- Manage discrepancies from detection through root cause, corrective action, and control improvement
- Define and roll out reconciliation and reporting metrics
- Serve as subject matter expert on settlement, funding, and money-movement flows
- Design, develop, and document automated SQL-based reporting
- Partner with data engineering to build, validate, troubleshoot, and maintain datasets and pipelines
- Identify control gaps, revenue leakage, manual toil, and data-quality issues; drive automation and process improvements
- Collaborate with Engineering, Product, Accounting, Treasury, Tax, and Compliance stakeholders
- Lead month-end close support and audit-ready documentation
- Define requirements and test plans for system changes; validate processes and resolve bugs
- Onboard and mentor analysts, review code, and promote best practices
- Apply an AI-first mindset to analytical work and responsible AI use
Requirements
What you’ll need- 5+ years of related experience in reconciliation, settlement, payment operations, accounting, or finance analytics with a Bachelor's degree; or 3+ years with a Master's degree; or equivalent work experience
- Expert-level SQL
- Experience independently owning reconciliation, settlement, or financial reporting workstreams end to end
- Strong knowledge of accounting principles, double-entry concepts, and money movement
- Experience designing, building, validating, and maintaining data pipelines
- Advanced Excel proficiency, including complex formulas and pivot tables
- Experience with reconciliation tooling and banking portals
- Excellent communication skills and senior stakeholder relationship management
- Track record of process improvements and automation
- Preferred: card-network reconciliation and settlement experience; ACH, wire, SWIFT, RTP/FedNow and payments ecosystem familiarity; Python or similar scripting; cloud data warehouses; BI platforms; interchange and fee/cost reconciliation; audit, internal controls, or SOX-adjacent processes; mentoring junior analysts
Benefits
Comp & perks- Remote work
- Medical insurance
- Flexible time off
- Retirement savings plans
- Modern family planning