Reconciliation and Payments Specialist

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

📋 Description

• Reconcile customer payments with invoices across the entire customer spectrum

• Align incoming payments to customer invoices and finalize the payment-to-invoice cycle

• Investigate unmatched, partial, or unexpected items to determine underlying causes

• Monitor customer debts and follow up until payments are completely resolved, including post month-end

• Take ownership of accounts from start to finish, ensuring reconciliations are accurate, precise, and thorough

• Keep clear and well-documented working papers

• Conduct spreadsheet-heavy reconciliation tasks in Excel utilizing pivot tables, lookups, and large data sets

• Extract and verify data across various systems

• Collaborate with Billing, Finance, Operations, and Customer Success teams

• Manage requests via Slack, monday.com, and email

• Participate in customer calls to clarify reconciliations as required

• Clearly communicate billing and reconciliation issues to non-financial stakeholders

• Identify and enhance manual, repetitive processes over time 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 in fintech, SaaS, or eCommerce

• A genuine ownership mindset and accountability for accounts until resolution

• Determination in resolving unpaid or unreconciled items, including after month-end

• Proficient Excel skills, including pivot tables, VLOOKUP/XLOOKUP, SUMIFS, and handling large data sets

• Capability to verify and investigate broken, incomplete, or inconsistent data across multiple platforms

• Strong attention to detail and skills in resolving discrepancies

• Quick responsiveness across Slack, monday.com, email, and occasional customer calls

• Clear communication with non-financial stakeholders and customers

• Interest in leveraging AI tools, including Claude, to minimize manual effort; prior automation experience is not mandatory

• Native or near-native English proficiency with clear and professional written and spoken communication

• Comfortable engaging with customers from SMB to Enterprise

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

🏝️ Benefits

• Full-time employment

• Remote work opportunity within Europe

• AI-assisted workflows utilizing Claude and other AI tools