Goal Solutions · 2 days ago
Reconciliation Specialist
Goal Solutions is a company on a mission to transform the consumer finance industry with data and technology. They are seeking a Reconciliation Specialist who will focus on balancing accounts, researching discrepancies, and ensuring accurate fund applications.
Asset ManagementEducationFinancial Services
Responsibilities
Reconciling daily and monthly transactions across systems and bank accounts
Researching discrepancies and figuring out where things went wrong
Working in Excel to compare, balance, and track data
Ensure payments are applied correctly by lender and payment type (ACH, check, auto-draft, etc.)
Use platforms such as NetSuite, processor websites, banking portals, and internal platforms to validate transactions
Following defined procedures — and knowing when to ask for help
Partnering with Operations when information is missing or unclear
Qualification
Required
High attention to detail and accuracy
Strong ability to research, analyze, and resolve discrepancies
Clear written and verbal communication skills
Comfort working with structured, repetitive tasks requiring sustained focus
Preferred
Degree and/or professional experience in Accounting or Finance
Prior reconciliation or transactional accounting experience
Strong Excel comfort (sorting through formulas, comparing data, tracking)
Benefits
Competitive salary + bonus eligibility
401(k) with 4% company match
Long-Term Incentive Program
Medical, dental, and vision
Annual HSA contribution: $1,700
Life insurance, disability, and critical illness coverage
Birthday holiday
Two Community Days
Free snacks and beverages in the office
Paid Parental Leave
Generous PTO
Tuition reimbursement
$2,000 Vacation Incentive after 3 years + Sabbatical
Wellness funds, community funds, and more
Company
Goal Solutions
Goal Solutions is an innovative financial services company delivering comprehensive and customizable Primary and Backup Servicing, Asset Management, and SPV Administration solutions.
H1B Sponsorship
Goal Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2022 (3)
2021 (1)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$3M2022-04-14Series Unknown· $3M
Recent News
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