Reconciliation Specialist

Crisis24
  • Boca Raton, FL
  • Full-time
  • Autofill and Review
4 days ago

Job Description

The Reconciliation & SOW Specialist ensures contractual, financial, and operational accuracy across our global security service portfolio. Based within the Internal Controls team at our Boca Raton Global Security Operations Center, this role generates Statements of Work (SOWs), validates completed services against scope, and prepares cases for clean, audit-ready handoff to Finance.

This role sits at the intersection of Operations, Account Management, and Finance, serving as a key control point that ensures what was sold, delivered, and billed stay fully aligned.

Key Responsibilities

  • Generate client-facing Statements of Work based on approved service requests, pricing, and scope definitions.
  • Validate completed services against signed SOWs, including scope, rates, service dates, manpower, and deliverables prior to case closure.
  • Categorize and track cases through the reconciliation pipeline, ensuring clear status visibility and timely close-out.
  • Investigate discrepancies between executed services and contractual terms, partnering with stakeholders to resolve gaps before closure.
  • Ensure required documentation (SOWs, approvals, service records, vendor invoices) is complete, accurate, and audit-ready for Finance submission.
  • Partner with Operations, Account Management, vendors, and Finance to support accurate handoff and invoicing.
  • Escalate scope creep, pricing deviations, or missing approvals to leadership with clear recommendations.
  • Support audit readiness and compliance with internal financial controls and documentation standards.

Qualifications

  • 2 to 4 years of experience in SOW creation, reconciliation, finance operations, contract administration, or operations support.
  • Strong attention to detail and ability to validate service data against contractual terms.
  • Excellent written and verbal communication skills for cross-functional issue resolution.
  • Strong organizational skills, comfortable managing multiple cases and deadlines in a fast-paced environment.
  • Proficiency with CRM, finance, or case management systems. Salesforce experience is strongly preferred.
  • Ability to work flexible schedules, including 8-to-10-hour shifts across days, nights, and weekends.

What Success Looks Like

  • Accurate, compliant SOWs that clearly define scope prior to service delivery.
  • Cases closed and reconciled against approved SOWs without rework or delay.
  • Clean, audit-ready cases delivered to Finance for timely invoices.
  • Reduced billing delays, corrections, and margin leakage across the portfolio.
Information Security
  • Protect the data and systems of Crisis24 and its stakeholders by adhering to policies, reporting incidents and potential problems, completing regular training, and identifying opportunities for improvement.

Crisis24 is dedicated to equal opportunity in employment. We are committed to a work environment that celebrates diversity. We do not discriminate against any individual based on race, color, sex, national origin, age, religion, marital or parental status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any factors protected by applicable laws.

Numbers & Facts

LocationBoca Raton, FL
Job TypeFull-time

Skills

  • Billingunmatched
  • Case Managementunmatched
  • Communication Skillsunmatched
  • Contract Managementunmatched
  • Cross-Functionalunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Data Qualityunmatched
  • Detail Orientedunmatched
  • Document Managementunmatched
  • Documentationunmatched
  • Documentation Standardsunmatched
  • Equal Employment Opportunity (EEO)unmatched
  • Financeunmatched
  • Financial Complianceunmatched
  • Financial Controlunmatched
  • Financial Operationsunmatched
  • Information/Data Security (InfoSec)unmatched
  • Leadershipunmatched
  • Maintenance Servicesunmatched
  • Militaryunmatched
  • Operational Supportunmatched
  • Operations Managementunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Pricingunmatched
  • Problem Solving Skillsunmatched
  • Protective Servicesunmatched
  • Reconciliationunmatched
  • Salesunmatched
  • Sales Managementunmatched
  • Salesforce.comunmatched
  • Service Deliveryunmatched
  • Statement of Work (SOW)unmatched
  • Time Managementunmatched
  • Writing Skillsunmatched

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