Reconciliation and Payments Specialist

This is a fully remote position, open to applicants in Bulgaria.

📋 Description

• Reconcile customer payments with invoices for the entire customer base.

• Align incoming payments with customer invoices and ensure a complete connection between received payments and issued invoices.

• Investigate unmatched, partial, or unexpected items to determine the root cause.

• Monitor customer debts and follow up until payments are fully resolved, even after month-end.

• Take ownership of accounts from start to finish, ensuring that reconciliations are accurate, correct, and comprehensive.

• Maintain clear and well-documented working papers.

• Utilize Excel extensively for pivot tables, lookups, and managing large data sets.

• Extract and verify data across various systems.

• Engage with Billing, Finance, Operations, and Customer Success stakeholders as needed.

• Communicate billing and reconciliation scenarios clearly to audiences without a finance background.

• Identify manual, repetitive tasks and enhance them using Claude and other AI tools.

• Report directly to the Billing & Collections Manager.

⛳️ Requirements

• Over 2 years of experience in reconciliation, collections, billing, or accounts receivable, preferably within fintech, SaaS, or eCommerce sectors.

• A genuine ownership mindset with accountability for accounts until resolution.

• Determination to resolve unpaid or unreconciled items, including those after month-end.

• Proficient Excel skills, including experience with pivot tables, VLOOKUP/XLOOKUP, SUMIFS, and managing large data sets.

• Capability to work with flawed, incomplete, or inconsistent data across various systems.

• Strong attention to detail and skills in investigating discrepancies.

• Responsive communication across Slack, monday.com, and email, including occasional customer calls.

• Ability to convey information clearly to non-financial stakeholders and customers.

• Interest in utilizing AI tools, such as Claude, to minimize manual work; prior automation experience is not mandatory.

• Native or near-native proficiency in English.

• Comfort in working with both SMB and Enterprise customers.

• Familiarity with chargebacks, payment disputes, or PSP data is a plus.

🏝️ Benefits

• Full-time employment.

• Remote work opportunity from Bulgaria.

• Development of AI-assisted workflows using Claude and other AI tools.