Reconciliation Specialist

Key Responsibilities

• Generate client-facing Statements of Work based on approved service requests, pricing, and scope definitions.
• Validate completed services against signed SOWs, including scope, rates, service dates, manpower, and deliverables prior to case closure.
• Categorize and track cases through the reconciliation pipeline, ensuring clear status visibility and timely close-out.
• Investigate discrepancies between executed services and contractual terms, partnering with stakeholders to resolve gaps before closure.
• Ensure required documentation (SOWs, approvals, service records, vendor invoices) is complete, accurate, and audit-ready for Finance submission.
• Partner with Operations, Account Management, vendors, and Finance to support accurate handoff and invoicing.
• Escalate scope creep, pricing deviations, or missing approvals to leadership with clear recommendations.
• Support audit readiness and compliance with internal financial controls and documentation standards.

Qualifications

• 2 to 4 years of experience in SOW creation, reconciliation, finance operations, contract administration, or operations support.
• Strong attention to detail and ability to validate service data against contractual terms.
• Excellent written and verbal communication skills for cross-functional issue resolution.
• Strong organizational skills, comfortable managing multiple cases and deadlines in a fast-paced environment.
• Proficiency with CRM, finance, or case management systems. Salesforce experience is strongly preferred.
• Ability to work flexible schedules, including 8-to-10-hour shifts across days, nights, and weekends.

What Success Looks Like