Check Reconciliation Specialist

Overview

This role is an entry-level position on the Finance Operations team, supporting day-to-day check reconciliation and payment issue resolution for a software platform used to manage public information workflows.

The position is full-time and fully remote, for U.S.-based candidates.

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
• Coordinate with the Support team on customer communications and complex payment issues

Requirements (What We’re Looking For)

• Meticulous attention to detail, including catching small discrepancies in payment amounts, dates, and invoice matches before they become larger issues
• Organized and process-driven approach, including maintaining accurate records and working systematically through batches
• Clear written communication skills for coordinating with customers and the Support team on payment issues
• Continuous improvement mindset, focused on identifying recurring errors and fixing root causes
• Comfortable working with spreadsheets and payment/invoicing systems

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

Success Metrics

• Match 100% of lockbox check payments to Stripe invoices within 5 business days of receipt
• Investigate and resolve all payment discrepancies (short payments, overpayments, misapplied funds) within 5 business days
• Maintain zero reconciliation errors at month-end close, with records audit-ready at all times

First 90 Days (Onboarding)

• First 60 days:
  • Learn the platform, customers, and how public notice payments flow through the system from placement to reconciliation
  • Receive training on the Chase lockbox, Stripe invoicing, and internal billing systems; shadow current reconciliation workflows
  • Meet with the Support team to understand payment questions, escalations, common customer mistakes, and where reconciliation creates friction
  • By Day 60: independently match a full cycle of lockbox payments to Stripe invoices, resolve an initial set of discrepancies with guidance, and establish working channels with the Support team
• Days 61–90:
  • 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

Compensation & Benefits

• Salary range: $55K to $60K based on experience
• Retirement: 401(k) with company match
• Health coverage: Medical, dental, and vision
• 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)