Payments Reconciliation Specialist

About FreshBooks

FreshBooks is a leading cloud-based SaaS accounting software platform built for small business owners and consistently ranks #1 easiest to use. With an emphasis on keeping things simple and stress-free wherever possible, FreshBooks makes the hard parts of running a business a little bit easier. With Freshbooks, our customers can get paid faster and spend less time on admin and paperwork, so they can focus on what they do best — growing their businesses.

At FreshBooks, we believe in human-centric connections that empower teams to do their best work. Headquartered in Toronto, Canada, our team operates in clusters across North America and Europe using a variety of working environments - remote, hybrid, and in-office - all based on what’s best for the team, collaboration, and mental wellbeing. We are committed to creating a supportive and flexible workplace where everyone can thrive, grow and make an impact on small business owners and accountants.

NOTE: This role is hybrid, meaning that the team comes together in office up to twice per month.

What You'll Do as a Reconciliation Specialist:

• Oversee and execute end-to-end payment reconciliation processes, including credit cards, bank transfers, and payment fees.
• Monitor and control payment accounts, ensuring financial accuracy and reporting any discrepancies to Finance.
• Perform reconciliations between customer records, payment partners, and our internal financial records, creating a seamless financial flow.
• Seek out ways to enhance operational processes and controls, helping us scale and improve efficiencies.
• Take ownership of processes, solve challenges, and make data-driven recommendations that drive meaningful improvements.
• Collaborate, support, and train team members within Commercial Operations, contributing to a culture of growth and teamwork.

What You'll Bring to the Role:

• Experience in financial reconciliation and settlement
• Strong documentation skills for back-office procedures, with an eye for recommending improvements to enhance efficiency.
• A proactive and team-oriented mindset. You enjoy working together, bring a positive attitude, and are always open to helping out, even beyond your usual responsibilities
• Passion for technology and fintech, with a drive to stay current with industry advancements.
• Strength in independent problem-solving. You confidently navigate and tackle challenges.
• Organizational skills and a keen eye for detail, ensuring accuracy while meeting tight deadlines.
• The ability to quickly ramp up and get comfortable in new environments.
• Analytical expertise, including advanced Excel/Google Sheets skills.
• Curiosity and a solution-focused approach. When something feels off, you’re motivated to dig in and understand it.

You'll Stand Out if You Have:

• Experience working in a Payments and or Fintech SaaS environment
• Previous experience working with database querying (e.g., SQL)

Why FreshBooks?

At FreshBooks, every team member knows their voice is heard and their contributions matter, making a difference in the lives of millions of small business owners and accountants across the world. Grow your career, work on projects that excite you, and thrive in a supportive and collaborative environment.

Perks & Benefits:

• 🩺 Comprehensive health and wellness benefits. Including a retirement savings program or pension plan matched to your local office, stock options for every full-time employee, generous time off, parental leave and new parent support, annual healthy living credit, comprehensive medical and dental benefits, fertility and gender-affirming benefits dependent on your region, and more.
• 📚 Perks that matter. Including a Peer Recognition Program, an Employee Assistance Program, headphone credit, meaningful in-person gatherings to bring onsite and remote employees together, and more perks matched to your local cluster.
• 🌱Working environments to help You thrive. Beautiful office spaces welcome you in Toronto, Amsterdam, and San Luis Potosi, and those without access to a FreshBooks office receive a home office credit to set up your home office. We are committed to creating supportive and flexible environments to support the best interests of the team, collaboration, and mental wellbeing.
• 🤗 Supportive peer group, mentors, and leaders. We care about each other across the organization and have programs to support this so everyone feels a strong sense of belonging, and believes in collective impact.
• 🚀 Accelerated growth. Comprehensive company onboarding, career development through continuous coaching, training, and learning on the job.

Closing

Even if your experience doesn't meet every bullet on the above lists, we'd love to learn more about you and why you think FreshBooks is the next step in your career.

FreshBooks is an equal opportunity employer. We do not discriminate based on gender, religion, race, mental disability, sexual orientation, age, or any other status. All applicants are considered based on their qualifications and merits. At FreshBooks, we inspire an environment of mutual respect and we believe diversity and inclusion are crucial to our success.

FreshBooks provides employment accommodation during the recruitment process. Should you require any accommodation, please indicate this on your application and we will work with you to meet your accessibility needs. For any questions, suggestions or required documents regarding accessibility in a different format, please contact us at phone 1-416-780-2700 and/or [email protected].