Check Reconciliation Specialist

Overview

This is an entry-level Check Reconciliation Specialist role within Finance Operations. The position is fully remote and U.S.-based. The role focuses on matching incoming check payments from a Chase lockbox to invoices in Stripe, resolving payment discrepancies, and improving processes to reduce incorrect payment rework. You’ll also work closely with the Support team on customer communications and complex payment issues.

Responsibilities

• Process and match incoming check payments received through the Chase lockbox against open invoices in Stripe
• Reconcile daily lockbox deposits and payment batches to ensure every check is accounted for and applied correctly
• Investigate and resolve payment discrepancies, including:
  • Short payments
  • Overpayments
  • Duplicate payments
  • Misapplied funds
• Identify and apply refunds or credits for overpayments and incorrect check amounts
• Improve processes around incorrect check payments to reduce manual rework and prevent recurring errors

Requirements

• Meticulous attention to detail to catch small discrepancies in payment amounts, dates, and invoice matches
• Organized and process-driven approach to maintaining accurate records and working systematically through batches
• Clear written communication skills for coordinating with customers and the Support team on payment issues
• Bias toward continuous improvement, including identifying recurring errors and addressing root causes
• Comfort working with spreadsheets and payment/invoicing systems
• Strong organizational skills

Preferred Qualifications

• Experience in accounts receivable or payments support
• Prior experience with Stripe, invoice reconciliation, or lockbox payment processing
• Experience documenting finance processes or SOPs in a knowledge base

Your First 90 Days

• First 60 Days (Learn and Build the Foundation):
  • Learn how customer payments flow through the platform from placement to reconciliation
  • Receive training on the Chase lockbox, Stripe invoicing, and internal billing systems, shadowing current reconciliation workflows
  • Meet with the Support team to learn how payment questions and escalations are handled
  • By Day 60: independently match a full cycle of lockbox payments to Stripe invoices with accuracy; resolve a first set of payment discrepancies with guidance; establish working relationships and agreed handoffs with Support
• Days 61–90 (Own and Build):
  • Own day-to-day check reconciliation, including full lockbox-to-Stripe matching, discrepancy resolution, and escalation handling
  • Partner with Support to document shared payment-issue processes
  • Deliver a documented improvement for incorrect check payments, reviewed with Finance Operations, by Day 90

Success Metrics

• Efficiency: 100% of lockbox check payments matched to Stripe invoices within 5 business days of receipt
• Problem Solving: All payment discrepancies (short payments, overpayments, misapplied funds) investigated and resolved within 5 business days
• Accuracy: Zero reconciliation errors at month-end close, with records audit-ready at all times

Compensation & Benefits

• Salary range: $55K to $60K based on experience
• Retirement: 401(k) with company match
• Health: Medical, dental, and vision coverage
• Insurance: Life, short-term disability, and long-term disability
• Time off: Flexible PTO
• Work setup: Fully remote, U.S.-based

Location

Remote (U.S.-based)