Senior Financial Reconciliation Analyst

The Senior Financial Reconciliation & Client Implementation Analyst is the hands-on owner of full financial reconciliation across NDS/Rev Tech's client portfolio – tying together cash, claims, contractual write-offs, bank transactions, EHR/PMS transactions, and clearinghouse transactions into one coherent, defensible picture per client. This is an individual-contributor role with no direct reports: the person in this seat personally onboards each client's financial and transactional data sources, maps them into the internal reconciliation application, runs and QA's the analysis, and travels to client sites to kick off engagements and deliver findings in plain language to practice owners and office managers.

Just as important as running the analysis is diagnosing it: this person needs to understand each data source well enough to trace a discrepancy back through every system it touched – clearinghouse, PMS/EHR posting, bank deposit, patient ledger – to isolate where and why it broke, show the supporting detail, and prescribe a specific fix. The role also carries the reconciliation through to its final destination: once claims, cash, and write-offs are fully footed and reconciled, this person needs to understand how those totals translate into journal entries and post automatically into the client's general ledger, and be able to verify and troubleshoot that posting when it doesn't tie out.

The reconciliation and automation engine itself is built and maintained by the Chief Architect; this role does not require software engineering, but it does require the data and accounting fluency to give the Chief Architect sharp, specific feature and improvement requests grounded in real client data problems.

• Receive and understand each new client's full set of financial and transactional data sources – practice management/EHR claims and payment ledgers (e.g., Dentrix, Eaglesoft, Open Dental), clearinghouse transaction files (837 claims, 835 remittances), bank statements and merchant/card processor deposits, and patient payment platforms.
• Map each source into the standard input format the internal reconciliation application expects, and validate completeness and quality before it enters the application – transaction counts, date ranges, coding consistency, payer/carrier naming, and duplicate or malformed records.
• Identify and document client-specific data quirks (inconsistent carrier naming, missing contractual write-offs, non-standard clinic/location structures, lagged or batched bank deposits) so they are handled consistently on every run.
• Reconcile cash, claims, and write-offs end to end for each client: clearinghouse-reported claim activity to PMS/EHR-posted payments and adjustments, PMS/EHR-posted deposits to actual bank/merchant deposits, and contractual write-offs to the governing fee schedule or contract.
• Run the payer underpayment and UCR fee-benchmarking analyses as one component of the broader reconciliation, applying contracted-fee and tolerance logic to isolate payer-side variance specifically.
• Identify and categorize every variance by type (timing lag, posting error, clearinghouse rejection, unapplied cash, patient refund/chargeback, contractual misapplication, true payer underpayment, etc.) rather than leaving it as an undifferentiated dollar gap.
• Scale this process across the full client portfolio on a repeatable cadence, not as one-off projects, and maintain consistent methodology from client to client.
• Understand each client's chart of accounts and how reconciled totals map to it – revenue by procedure category, contractual write-offs/adjustments, patient AR, bad debt, undeposited funds/bank clearing accounts, and merchant/processing fees.
• Document the GL mapping crosswalk per client (which reconciled category posts to which account, at what location/class level) so automated posting logic has a clear, client-specific source of truth.
• Verify that once claims, cash, and write-offs are fully footed and reconciled, the automated posting engine correctly generates and posts journal entries into the client's accounting system (e.g., Quick Books…