Reconciliation Analyst I
Job Description
The Revenue Cycle Banking Reconciliation & Integrations Analyst plays a key role in supporting financial accuracy and operational efficiency within the revenue cycle
department of a medical practice. This individual is responsible for managing payment reconciliation processes, ensuring accurate posting of payments, identifying and resolving discrepancies, and supporting system integrations related to banking, merchant services, and payment platforms. The role requires a detail-oriented, analytical thinker who can work cross-functionally with finance, IT, and revenue cycle teams.
Key Responsibilities:
Banking Reconciliation:
- Perform daily, weekly, and monthly reconciliations of deposits across multiple bank accounts and merchant service platforms (e.g., credit card processors, lockboxes).
- Investigate and resolve discrepancies between EHR/practice management systems and bank statements.
- Partner with billing teams to ensure timely and accurate payment posting.
Systems Integration:
- Manage and maintain integrations between the practice management system (e.g., Epic, eClinicalWorks) and financial systems (e.g., bank portals, payment vendors, clearinghouses).
Reporting & Analytics:
- Develop and maintain dashboards or reports that track payment activity, reconciliation status, and exceptions.
- Assist in identifying trends or issues that may indicate operational or system inefficiencies.
- Recommend process improvements based on data analysis.
Operational Support:
- Serve as a point of contact for reconciliation-related questions and escalate complex issues as needed.
- Assist in audit preparation and respond to audit requests related to reconciliation and payment integrity.
Qualifications:
Education & Experience:
- 2+ years of experience in healthcare revenue cycle, banking reconciliation, or financial systems analysis.
- Experience working with practice management and EHR systems (Epic preferred).
- Experience with merchant services or healthcare payment platforms is a plus.
Skills & Abilities:
- Strong analytical and problem-solving skills with a high attention to detail.
- Proficient in Excel and financial reporting tools.
- Familiarity with healthcare billing processes, payment posting, and revenue cycle workflows.
- Ability to work independently and communicate effectively across departments.
- Strong organizational and time management skills.
Preferred Qualifications:
- Experience in a multi-location or multi-specialty medical group setting.
- Knowledge of EFT, ERA, and healthcare remittance workflows.
- Understanding of HIPAA and healthcare data security best practices.
This is a hybrid role based in Temecula, CA. Onsite presence is required on a regular basis, with flexibility to work remotely based on business needs.
Mon - Fri (Hours based on business needs)