Account Reconciliation Officer (Hospital Operations) at Castville Solutions

Role Summary

• The Account Reconciliation Officer is responsible for ensuring alignment between company sales data (from the internal ERP system) and hospital client records.
• The role involves generating reports, conducting on-site validation at the hospital, resolving discrepancies, tracking payments, and maintaining accurate reconciliation records.
• The ideal candidate is detail-oriented, experienced in healthcare or hospital reconciliation, and able to manage client stakeholders effectively to ensure timely resolution and payment.

Key Responsibilities

• Data Reconciliation and Validation
• Generate and analyze sales reports from the company’s ERP system
• Perform weekly reconciliation of internal sales data against hospital records
• Visit the hospital to access and verify client-side reports
• Compare both data sources and ensure alignment of revenue, quantities, and billing
• Identify, investigate, and resolve discrepancies
• Document all discrepancies and agreed resolutions

Payment Tracking and Follow-Up

• Track invoices based on reconciled data
• Follow up with hospital finance/accounts teams for outstanding payments
• Maintain accurate records of payments received and balances due
• Escalate delays or disputes affecting payment timelines

Stakeholder Management:

• Communicate discrepancies clearly and drive resolution
• Build and maintain strong working relationships with hospital teams
• Provide regular updates on reconciliation and payment status

Reporting and Documentation:

• Prepare weekly reconciliation and variance reports
• Maintain organized, audit-ready documentation
• Provide insights on discrepancies, revenue gaps, and collections

Requirements
Experience

• 1 - 3 years experience in account reconciliation, finance, or audit
• Experience in hospital, pharmacy, or healthcare operations is preferred
• Familiarity with ERP systems is required

Skills and Competencies:

• Strong analytical and reconciliation skills
• High attention to detail and accuracy
• Strong stakeholder management and communication skills
• Proficiency in Excel
• Strong follow-up and problem-solving ability