Funding Specialist

Job Summary

To support funding operations in a remote capacity, the full-time Spending Specialist will manage daily funding activities, ensure accurate reconciliation of client accounts, and resolve discrepancies while collaborating with various internal teams and external partners.

Key responsibilities

• Process and monitor daily funding and banking activity for spending account plans
• Complete funding reconciliations and research discrepancies across financial records
• Respond to funding inquiries and support questions related to deposits and reconciliations

Required qualifications

• 2+ years of experience in funding, financial operations, or benefits administration
• Advanced proficiency with Microsoft Excel, including pivot tables and data validation
• Strong organizational skills with the ability to manage multiple priorities
• Experience working with financial reports and transaction processing
• Ability to work independently while collaborating effectively across multiple teams