Kodiak Solutions · 1 day ago
Lead Automated Reconciliation
United States
Full-time
Remote
Mid, Senior Level
3+ years expKodiak Solutions is dedicated to transforming the healthcare industry through technology-driven solutions. The Lead Automated Reconciliation role involves driving project success by leveraging technical expertise and analytical skills while fostering client relationships and ensuring high-quality outcomes in various reconciliation engagements.
Business IntelligenceComplianceFinancial Services
Responsibilities
Drive project success through a combination of technical expertise, advanced problem-solving and analytical skills, strategic thinking, and exceptional communication for all Kodiak Automated Reconciliation engagements, to include Kodiak Automated Reconciliation for Healthcare Implementation and Parallel Services, Front-end Reconciliation Consulting, and Remote Assistance Consulting engagements
Guide teams, foster client relationships, and ensure the delivery of high-quality outcomes
Proactive risk management, effective scope and timeline oversight, and the ability to adapt to evolving project needs to drive success for our customers as well as Kodiak
Relationship management with customer leaders at all levels
Develop project timelines, implementation steps, milestones, internal and external communication strategies, governance frameworks, and change management plans in coordination with Kodiak and customer leadership
Ensure high quality execution of all project deliverables
Consistently anticipate internal and customer needs and adapt project communications accordingly
Coordinate and/or oversee coordination (where applicable) of project meetings and all related deliverables such as agendas, minutes, action items, and follow through of next steps to continue to move the project forward
Foster an environment of ownership of project and customer success
Develop and manage internal project finance processes
Manage project scope according to statement of work or engagement letter; identify opportunities for change orders including creating and seeing through change orders
Support customer invoicing and billing processes
Qualification
Required
Relationship management with customer leaders at all levels
Develop project timelines, implementation steps, milestones, internal and external communication strategies, governance frameworks, and change management plans in coordination with Kodiak and customer leadership
Ensure high quality execution of all project deliverables
Consistently anticipate internal and customer needs and adapt project communications accordingly
Coordinate and/or oversee coordination (where applicable) of project meetings and all related deliverables such as agendas, minutes, action items, and follow through of next steps to continue to move the project forward
Foster an environment of ownership of project and customer success
Develop and manage internal project finance processes
Manage project scope according to statement of work or engagement letter; identify opportunities for change orders including creating and seeing through change orders
Support customer invoicing and billing processes
Experience: minimum of 3-6 years of relevant, in-depth health care experience required
Consulting Expertise: Previous experience in professional services or consulting role is essential, demonstrating a proven track record in delivering client-focused solutions
Technical Proficiency & Certification: Strong technical knowledge of fundamental concepts related to general accounting, treasury and reconciliation reporting is expected
Healthcare experience, such as patient accounting system and cash posting workflow knowledge, a plus
CPA and/or HFMA certification is a plus
Leadership & Project Management: Demonstrated leadership skills with the ability to manage multiple projects, guide cross-functional teams, and interact with all levels of customer and internal staff
Analytical & Financial Skills: Financial and analytical skills are required, with a strong aptitude for using data to drive decision-making and process improvements
Communication Skills: Outstanding written and verbal communication skills, with the ability to clearly present findings and recommendations to both technical and non-technical audiences
Strong Microsoft Excel skills are a must
Should be experienced working with large complex data sets, writing Microsoft Excel formulas (e.g. XLOOKUP, VLOOKUP and/or INDEXMATCH), and large data file manipulation
Strong Microsoft PowerPoint skills are a must
Travel requirement - up to 20%
Preferred
Experience with project/workflow and Smartsheet is a plus
Company
Kodiak Solutions
Kodiak Solutions offers services for finance, revenue cycle, and compliance teams to manage resources and reduce risk.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Derek A. Bang
Chief Executive Officer
Ankit Sharma
Chief Technology Officer
Recent News
2025-09-19
Company data provided by crunchbase