Financial Reporting Specialist

Exempt/Professional; reports to Director for Financial Reporting; Department: Financial Reporting; Pay Grade: AM3.

Primary Purpose

Research, review, document and implement processes to allow for monthly reconciliation of all benefit accounts in an efficient manner.

Qualifications

• Bachelor’s degree in accounting.
• Three or more years in accounting field or related experience preferred (balance sheet reconciliation and research experience).
• Advanced knowledge of Excel, including pivot tables.
• SQL experience preferred.

Major Responsibilities and Duties

• Reconcile benefit accounts as directed by the Director of Financial Reporting.
• Review processes causing discrepancies in the general ledger and collaborate with other departments to correct them.
• Develop, implement, and document processes for proper recording and reconciling of benefits to the general ledger.
• Prepare year‑end audit reconciliations and schedules as needed.
• Perform other duties as assigned.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Mental, Physical, and Environmental Demands

• Tools/Equipment: Standard office equipment including personal computer and peripherals.
• Posture/Physical Demands: Prolonged sitting; regular kneeling/squatting, bending/stooping, pushing/pulling, twisting; regular moderate lifting and carrying (up to 44 lb) and occasional heavy lifting (45 lb+).
• Motion: Repetitive hand motion; frequent keyboarding and mouse use; regular walking, grasping/squeezing, wrist flexion/extension, reaching; may climb ladders.
• Vision: Close, distance, and ability to adjust focus.
• Environment: Moderate noise level; occasional district‑wide travel to multiple campuses; typical office setting.
• Mental Demands: Work with frequent interruptions; maintain emotional control under stress.