Reconciliation Specialist

Zotec Partners

. Reconcile clients’ bank accounts to daily postings made by Central Payments .

Posted 10/30/2026full-timeRemote • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in bank reconciliation and financial accuracy, with strong proficiency in Excel for data analysis and reporting. Capable of effective communication with clients and internal teams to resolve discrepancies and ensure timely issue resolution.

Highest-signal resume keywords

Bank ReconciliationExcel ProficiencyAccounting PrinciplesAttention To DetailProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Bank ReconciliationExcelPivot TablesVLOOKUPFormulasAccounting PrinciplesMath Aptitude

Soft Skills

Verbal CommunicationWritten CommunicationAttention To DetailAbility To Meet Deadlines

Tools & Technologies

Microsoft Programs

Industry Keywords

Medical Office OperationsE-VerifyEmployment Eligibility

About the role

Key responsibilities & impact

Reconcile clients’ bank accounts to daily postings made by Central Payments
Communicate with client representatives to identify posting or deposit issues
Communicate with payment teams to identify missing or unbalanced checks
Communicate with enrollment and payment teams to identify posting or deposit trends
Coordinate with internal departments regarding identified issues
Notify Client Service Managers of outstanding issues before month end

Requirements

What you’ll need

1-2 years’ experience in balancing large amounts of money
1-2 years’ experience reconciling bank statements in a high-volume, fast-paced environment
Knowledge of accounting principles
Knowledge of medical office operations helpful
Working knowledge of Microsoft programs
Excellent Excel skills, including pivot tables, VLOOKUPs, and formulas
Attention to detail with basic math aptitude
Ability to adhere to strict deadlines
Excellent verbal and written communication skills
Strong problem-solving skills
Must be legally eligible to work in the United States
E-Verify employment eligibility requirements

Benefits

Comp & perks

Collaboration, professional growth, holistic wellness, and community involvement culture
Opportunity to take ownership of work
Opportunity to contribute ideas
Opportunity to learn from experienced colleagues