Senior Finance Specialist
Our Company:
We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!
What you'll do...:
- 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.
About the Team: Our Reconciliation team plays a critical role in supporting H&R Block’s financial products by investigating and resolving complex financial activity to ensure every dollar is accounted for.
What you'll bring to the team...:Education:
- Associate’s degree in a related field or the equivalent combination of education and relevant work experience.
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
- 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