Banking & Reconciliation Specialist

Job Summary

The Banking & Reconciliation Specialist is responsible for supporting and executing key Health & Welfare (H&W) banking, reconciliation, and billing functions, with a primary focus on consolidated billing, vendor bill audit quality assurance, and daily client banking operations. This role owns the end-to-end execution of consolidated billing activities in partnership with our broker partner, including client onboarding, monthly invoicing, fund movement, and reconciliation. The position also supports core banking and reconciliation activities across reimbursement, COBRA, and premium billing clients, ensuring accurate fund flow, timely payments, strong internal controls, and adherence to SLAs. The ideal candidate is detail-oriented, process-driven, and comfortable owning a service line while collaborating with internal teams, external partners, carriers, and brokers.

Primary Duties and Responsibilities

Banking & Reconciliation ...