Senior Financial Services Analyst
Core
Managing high-volume settlement transactions, financial reporting, and reconciliation of assigned accounts within the transportation technology sector.
Role type
Senior Financial Services Analyst (Settlement & Reconciliation)
Builds
Accurate settlement records, financial reports, and process documentation for transportation technology clients.
Domain
Transportation Technology / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Accounting fundamentals, debits/credits, account reconciliation, complex data analysis, financial discrepancy investigation, payment processing fee analysis, General Ledger management, team oversight
Preferred skills
Power Query, Pivot Tables, Power BI, Tableau, Electronic Funds Movement processes
Technologies
Microsoft Dynamics, external payment processors, settlement banks, Excel, Power BI, Tableau
Responsibilities
Settle high-volume financial transactions and reconcile assigned accounts; Monitor data transfers between systems; Prepare standard and ad hoc reports on clearing and settlement activity; Investigate chargebacks and coordinate with merchant banks and credit card issuers; Analyze payment processing fees to identify cost-saving opportunities; Reconcile General Ledger accounts and support financial close activities; Oversee and guide junior team members.
Seniority
Senior, hands-on IC with supervisory responsibilities