Reconciliation Specialist

Bring Your Focus. Bring Your Precision. Bring Your Problem-Solving Mindset.

At Goal Solutions,we’reon a mission to transform the consumer finance industry with data, technology, and a talented team. Our company is growing fast — and so is our need for aReconciliation Specialist that enjoys structure, clear expectations, and seeing the numbers balance at the end of the day.

Our Accounting team is the backbone of our financial accuracy. The Reconciliation Specialist plays a critical role in ensuring funds are applied correctly;discrepancies are resolved, and our systems reflect the truth.

This is a steady, detail-heavy role where accuracy matters more than speed. Some people find this type of work boring. Others find it deeply satisfying.

We’relooking forpeoplewho love it.

You’llspend most of your day working in Excel and internal systems to reconcile transactions, research discrepancies, and ensure accounts are balanced and accurate.

• Ensure daily and monthly transactions balance across systems and bank accounts
• Protect the integrity of client funds by identifying and resolving discrepancies
• Maintain accurate financial records that support downstream operations and reporting
• Support smooth operations by partnering with Operations when information is missing or unclear
• Strengthen consistency by following defined reconciliation procedures

Transaction Reconciliation

• Reconcile daily and monthly transactions across multiple systems and bank accounts
• Ensure payments, refunds, and reversals are applied correctly

Discrepancy Research & Resolution

• Research discrepancies to identify root causes
• Document findings and elevate issues appropriately

Data & Process Accuracy

• Work extensively in Excel to compare, balance, and track data
• Follow established procedures and controls
• Know when to ask questions and request clarification

Cross-Team Partnership

• Partner with Operations to resolve missing or unclear information
• Communicate clearly and professionally when issues arise

• Strong comfort with Excel (sorting, formulas, comparing data, tracking)
• High attention to detail
• Ability to research and resolve discrepancies independently
• Clear written and verbal communication skills
• Accounting Degree, Advanced Certifications and experience with Net Suite are preferred

People stay at Goal Solutions because they can grow, innovate, lead, and make meaningful impact. We take care of our people so they can take care of our customers.

Benefits include

• Competitive salary + bonus eligibility
• 401(k) with 4% company match
• Long-Term Incentive Program
• Medical, dental, and vision
• Annual HSA contribution: $1,700
• Life insurance, disability, and critical illness coverage
• Birthday holiday
• Two Community Days
• Free snacks and beverages in the office
• Paid Parental Leave
• Generous PTO
• Tuition reimbursement
• $2,000 Vacation Incentive after 3 years + Sabbatical
• Wellness funds, community funds, and more

Goal Solutions (“Goal”) provides innovative loan servicing, asset management, collections oversight, treasury services, and analytics for clients across solar, home improvement, personal loans, and student finance markets. We work with hedge funds, traditional banks, ABS investors, insurance companies, and universities, with over $30B in assets under management through Goal and our subsidiaries: GSS Data Services, Launch Servicing, and Turnstile Capital Management.

Headquartered in San Diego, Goal has been named a Best Place to Work by the San Diego Business Journal every year since 2015.

Apply today and help us build the future of Goal Solutions, one great hire at a time.

Equal Employment Opportunity

It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws.

This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.