Reconciliation Specialist Job at Pearson, Montgomery, AL

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  • Pearson
  • Montgomery, AL

Job Description

**Order Management Reconciliation Specialist** Job Summary This position is a remote work from home position. This role is responsible for providing the accuracy and integrity of financial records by performing detailed account reconciliations. This role requires strong analytical skills, attention to detail, and the ability to identify and resolve discrepancies in a timely manner. The ideal candidate will be comfortable working with large data sets, cross-functional teams, and external partners or customers while utilizing multiple computer platforms and applications. Applicants should have vast knowledge of Higher Ed customer service policies and procedures. Successful representatives are able to perform assigned duties in pressure-filled, high-volume environment with appropriate prioritization. Strong time management skills, resourcefulness, and excellent communication skills are keys to success in this role. **Key Responsibilities:** + Demonstrated excellent written and verbal communication skills - Ability to think creatively, adapt to circumstances, and learn from co-workers, and share information and experiences + Demonstrated excellent analytical skills, in conjunction with a structured, systematic approach to problem solving. + Must be able to exercise good judgment + Ability to handle a high volume of work in a short period of time, handle multiple priorities simultaneously and operate in a demanding work environment + Take on new processes as tasks are added to the Reconciliation team's responsibilities. + Experience working in an ERP (enterprise resource planning) system used to support customer service inquiries, Oracle ERP experience a must. + Experience working in an ERP (enterprise resource planning) system used to support customer service inquiries, Oracle ERP experience a must. + Experience working in a CRM (customer relationship management) system, Salesforce CRM experience a must. + This person must be able to sit or stand at a personal computer for a reasonable length of time typing and reading. + Perform daily, weekly, and monthly reconciliations of customer accounts. + Investigate and resolve discrepancies in payments, deductions, credits, and invoices. + Partner with internal teams (e.g., Sales, Customer Service, Credit, Billing) and external customers to research and resolve open items. + Monitor aged balances and deduction activity, ensuring timely resolution. + Document and track resolution steps and communicate findings to stakeholders. + Identify root causes of recurring issues and recommend process improvements. + Assist with audits, reporting requirements, and month-end close processes. + Maintain accurate and organized reconciliation documentation. **Qualifications:** + Bachelor's degree in Accounting, Finance, or related field preferred; equivalent work experience considered. + 2-4 years of experience in account reconciliation, collections, or a related financial/accounting role. + Strong understanding of accounting principles and reconciliation best practices. + Proficiency in Excel (VLOOKUPs, pivot tables, formulas) and ERP systems (e.g., Oracle, SAP). + Excellent analytical, problem-solving, and organizational skills. + Strong communication skills and ability to work cross-functionally. + High attention to detail and accuracy. **Preferred Skills:** + Experience in working with large customer accounts (e.g., B2B, education sector, retail chains). + Familiarity with deduction management and dispute resolution. + Knowledge of tax and invoicing compliance is a plus. Pearson is an Equal Opportunity and Affirmative Action Employer and a member of E-Verify. All qualified applicants, including minorities, women, protected veterans, and individuals with disabilities are encouraged to apply. 1160196 **Job:** Customer Success **Job Family:** GO\_TO\_MARKET **Organization:** Higher Education **Schedule:** FULL\_TIME **Req ID:** 20224 \#location

Job Tags

Full time, Work experience placement, Remote job, Work from home,

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