Financial Reporting Specialist

• Lead the review and tracking of unclaimed property items such as patient refunds, vendor payments, payroll checks, credit balances, and overpayment-related transactions
• Research aged balances, stale-dated checks, unapplied amounts, and account discrepancies to determine proper resolution and compliance treatment
• Prepare and submit state reporting and remittances within required deadlines, ensuring all filings align with applicable unclaimed property regulations
• Maintain organized supporting documentation, reconciliations, and audit-ready records in accordance with internal retention standards
• Partner with teams across accounting, patient financial services, payroll, treasury, accounts payable, legal, compliance, and IT to confirm ownership details and disposition decisions
• Create and refine procedures, controls, and workflows that improve consistency in unclaimed property administration and reduce future exposure
• Analyze root causes behind recurring outstanding property items and recommend process improvements that strengthen financial operations
• Support internal reviews and external examinations by assembling schedules, responding to requests, and providing accurate compliance documentation
• Serve as a resource for internal questions related to unclaimed property requirements, due diligence practices, and regulatory interpretation
• Deliver guidance to business partners on best practices for handling refunds, overdue payments, and related compliance-sensitive transactions

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline, or equivalent relevant experience
• At least 3 years of experience in unclaimed property, accounting, financial compliance, or a comparable analytical finance role
• Practical knowledge of multi-state unclaimed property requirements, including dormancy periods and reporting obligations
• Strong analytical and reconciliation skills with the ability to investigate exceptions and resolve complex financial issues
• Strong attention to detail and the ability to manage multiple deadlines in a regulated environment
• Proficiency with Excel and financial or accounting platforms, including general ledger and transaction-based reporting systems
• Effective written and verbal communication skills with the ability to work independently and collaborate across departments
• Experience in healthcare, revenue cycle operations, patient refunds, or multi-entity organizations is strongly preferred

Experience in healthcare, revenue cycle operations, patient refunds, or multi-entity organizations is strongly preferred

• Medical, vision, dental, and life and disability insurance
• 401(k) plan
• Free online training