Reconciliation and Payments Specialist

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

📋 Description

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

• Match incoming payments to the corresponding invoices, ensuring a complete connection between received payments and issued invoices.

• Investigate items that are unmatched, partially paid, or unexpected to determine their root cause.

• Monitor customer debts and follow up until all issues are fully resolved, including those extending beyond month-end.

• Take ownership of accounts from start to finish, ensuring that reconciliation is thorough, accurate, and comprehensive.

• Keep clear and well-documented working papers.

• Extract and cross-verify data from multiple systems.

• Conduct extensive work in Excel, including creating pivot tables, executing lookups, and managing large datasets.

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

• Utilize Slack, monday.com, and email for communication and workflow.

• Participate in customer calls to clarify reconciliations as necessary.

• Articulate billing and reconciliation matters in straightforward, understandable language.

• Identify and enhance repetitive manual processes over time using Claude and other AI tools.

• Report directly to the Billing & Collections Manager.

⛳️ Requirements

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

• A genuine sense of ownership and accountability for accounts until resolution is achieved.

• Determination to resolve outstanding or unreconciled items, even after month-end.

• Proficient in Excel, with skills in pivot tables, VLOOKUP/XLOOKUP, SUMIFS, and managing large datasets.

• A keen eye for identifying broken or inconsistent data across various systems.

• Excellent attention to detail and strong skills in resolving discrepancies.

• Ability to respond promptly via Slack, monday.com, email, and during occasional customer calls.

• Strong communication skills to explain billing and reconciliation issues to non-financial stakeholders and customers.

• Interest in leveraging AI tools, including Claude, to minimize manual efforts; prior experience in automation is not a requirement.

• Native or near-native English proficiency with professional written and verbal communication skills.

• Comfort in interacting with customers ranging from small to medium-sized businesses to enterprise-level clients.

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

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Flexible working hours and remote work options.

• Opportunities for professional development and career growth.

• A collaborative and inclusive company culture.