[Hiring] Senior Finance Specialist @H&R Block

Role Description

Perform general ledger balancing and reconciliation activities, ensuring financial activity is accurately recorded and discrepancies are identified and resolved.

• Own and resolve complex reconciliation and financial exceptions, including high-risk or high-dollar items, ensuring balances are accurate and issues are cleared within defined SLAs.
• Research and resolve unmatched transactions and settlement differences by analyzing data across multiple systems and reports, applying sound accounting and banking principles.
• Support daily and monthly reconciliation activities for H&R Block financial products, including exception handling and issue resolution.
• Serve as a subject matter expert for reconciliation and financial operations processes, providing guidance and support to peers when complex or ambiguous items arise.
• Support escalated inquiries from internal partners and external vendors by conducting thorough research and driving issues to resolution.
• Validate the accuracy of financial data, identify trends or recurring reconciliation issues, and partner with leadership to recommend process improvements.
• Create, maintain, and review standard operating procedures (SOPs) to ensure reconciliation processes are clearly documented and consistently followed.
• Execute assigned daily and monthly processes within established service levels while handling sensitive and confidential financial information with care.

This role is well-suited for someone who enjoys reconciliation work, investigating unmatched transactions, and digging into complex financial discrepancies to ensure balances are accurate and resolved within SLA.

Qualifications

• Associate’s degree in a related field or the equivalent combination of education and relevant work experience.
• 3+ years of related experience in finance, accounting operations, reconciliation, or financial services.
• Experience researching and resolving financial discrepancies, reconciliation differences, or exceptions.
• Working knowledge of general ledger activity and accounting terminology.
• Strong analytical and problem-solving skills with attention to detail.
• Ability to interpret data across multiple systems and reports.
• Comfort working with time-sensitive deadlines and SLAs.
• Ability to work independently while knowing when to escalate issues appropriately.
• Intermediate proficiency in Excel (filters, pivot tables, basic formulas).
• Experience handling confidential or sensitive financial information.
• Clear written and verbal communication skills.

Requirements

• Prior experience in reconciliation, settlement, or exception-based financial work.
• Exposure to consumer financial products (e.g., prepaid cards, banking products, lending, or payments).
• Hands-on experience working unmatched items, balance discrepancies, or reconciling general ledger activity.
• Familiarity with documenting and improving operational processes, including through automation.
• Experience collaborating with cross-functional teams such as Accounting, Operations, or Technology.
• Intermediate proficiency in SQL.

Benefits

• Competitive compensation and benefits to support your health and well-being.
• Specific benefits may vary based on your role.
• For detailed eligibility requirements and benefits information, visit blockbenefits.com.