Senior Financial Data Analyst – Reconciliation & Controls

CareSource

. Maintain and execute reconciliation and validation procedures for finance data consumed from the data warehouse (MDP) .

Posted 10/22/2026full-timeRemote • United StatesSenior💰 $94,100 - $164,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in finance data reconciliation, variance analysis, and internal controls, with strong SQL and advanced Microsoft Excel skills. Capable of developing and maintaining control documentation and facilitating effective communication across finance and operational teams.

Highest-signal resume keywords

Finance Data ReconciliationVariance AnalysisInternal ControlsSQL SkillsMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ReconciliationVariance AnalysisEvidence RetentionControl DocumentationFinancial ReportingData AnalysisAudit SupportControl ExecutionMetrics DevelopmentTrend Reporting

Soft Skills

Effective CommunicationIssue OwnershipIndependent JudgmentCross-Functional LeadershipProblem Solving

Tools & Technologies

Microsoft Office SuiteData Warehouse (MDP)

Certifications & Qualifications

CPACMACIACISAAFP FP&A

Industry Keywords

Managed CareHealthcareFinance Data ControlsOperational DatasetsInternal Audits

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Maintain and execute reconciliation and validation procedures for finance data consumed from the data warehouse (MDP)
Define in-scope finance data, authoritative reference sources, validation scope, control frequency, tolerances, evidence requirements, and sign-off responsibilities with stakeholders and partner teams
Reconcile finance data in MDP to approved authoritative sources and document results
Validate balances, record counts, key metrics, and business measures for completeness, accuracy, and timeliness
Establish and maintain reconciliation procedures, control schedules, templates, and supporting documentation
Identify, investigate, document, and track variances and control exceptions
Obtain owner review, certification, and sign-off for in-scope datasets
Develop and maintain the recurring Finance Data Controls Close Package for month-end and year-end close activities
Produce finance data readiness assessments covering risks, unresolved exceptions, accepted variances, and impacts to Finance use
Maintain evidence supporting control execution, reconciliations, reviews, approvals, and signoffs
Facilitate root-cause analysis of reconciliation variances
Maintain the finance data exception register and monitor remediation
Support internal and external audits with reconciliation results, certifications, evidence, and control documentation
Monitor control schedules, validation requirements, and close deadlines
Develop metrics and trend reporting for control execution, reconciliation outcomes, exception aging, and finance data readiness
Identify opportunities to improve efficiency, consistency, and repeatability of finance data controls
Perform other job-related duties as requested

Requirements

What you’ll need

Bachelor's degree in accounting, finance, economics, business analytics, information systems, computer science or related field required
Equivalent years of relevant work experience may be accepted in lieu of required education
Five (5) years of experience in finance, accounting, auditing, financial reporting, internal controls, data analysis, or a related professional role required
Experience performing data reconciliations, variance analysis, exception management, and supporting documentation preferred
Experience working with large claims, encounter, enrollment, membership, financial, or other operational datasets preferred
Managed care or healthcare experience preferred
Strong understanding of reconciliation, variance analysis, evidence retention, and internal control principles
Knowledge of Finance reporting and close processes
Strong SQL skills required
Advanced proficiency with Microsoft Excel
Proficiency with Microsoft Office Suite
Ability to identify, investigate, document, and explain discrepancies across multiple data sources
Ability to create and maintain procedures, control documentation, and audit-ready evidence
Ability to manage recurring controls and time-sensitive close deadlines
Ability to communicate effectively with Finance, Operations, Audit, Technology, and management
Ability to lead cross-functional discussions and drive issue ownership and resolution
Ability to work independently and exercise sound judgment
CPA, CMA, CIA, CISA, AFP FP&A, or related certification preferred
General office environment; may be required to sit or stand for extended periods of time

Benefits

Comp & perks

Bonus tied to company and individual performance may be available
Comprehensive total rewards package
Employee total well-being support