Bring Your Focus. Bring Your Precision. Bring Your Problem-Solving Mindset. 

At Goal Solutions, we’re on a mission to transform the consumer finance industry with data, technology, and a talented team. Our company is growing fast — and so is our need for a Reconciliation Specialist who likes focus, structure and solving puzzles with data.   

 How This Role Fits In
As a Reconciliation Specialist, you’ll spend much of your day working in Excel and internal systems to balance accounts, research discrepancies, and make sure funds are applied correctly. This is not a fast-paced “variety every hour” role — it’s a steady, detail-heavy position where accuracy matters more than speed. Some people find this work bring. Others love it. We’re looking for the people who love it.  

What You’ll Do
Reconciling daily and monthly transactions is all about playing financial detective—comparing data across systems and bank accounts, tracking down discrepancies, and figuring out where things went off course. 

Impact You’ll Make in This Role 

• Bring consistency and reliability to structured, rules-based workflows
• Maintain deep focus to accurately manage detailed, repetitive tasks
• Solve problems using data to identify and resolve issues quickly
• Uphold a high standard for accuracy and consistency across processes
• Create stability and trust without needing constant change to stay engaged 

Key Role Responsibilities 

• Reconciling daily and monthly transactions across systems and bank accounts 
• Researching discrepancies and figuring out where things went wrong 
• Working in Excel to compare, balance, and track data 
• Ensure payments are applied correctly?by lender and payment type (ACH, check, auto-draft, etc.) 
• Use platforms such as NetSuite, processor websites, banking portals, and internal platforms to validate transactions? 
• Following defined procedures — and knowing when to ask for help 
• Partnering with Operations when information is missing or unclear 

What You’ll Bring 

• High attention to detail 
• Ability to research and solve discrepancies 
• Clear written and verbal communication 

Why You’ll Love Working Here

People stay at Goal Solutions because they can grow, innovate, lead, and make meaningful impact. We take care of our people so they can take care of our customers.

Benefits include

· Competitive salary + bonus eligibility

· 401(k) with 4% company match

· Long-Term Incentive Program

· Medical, dental, and vision

· Annual HSA contribution: $1,700

· Life insurance, disability, and critical illness coverage

· Birthday holiday

· Two Community Days

· Free snacks and beverages in the office

· Paid Parental Leave

· Generous PTO

· Tuition reimbursement

· $2,000 Vacation Incentive after 3 years + Sabbatical

· Wellness funds, community funds, and more

About Goal Solutions

Goal Solutions (“Goal”) provides innovative loan servicing, asset management, collections oversight, treasury services, and analytics for clients across solar, home improvement, personal loans, and student finance markets. We work with hedge funds, traditional banks, ABS investors, insurance companies, and universities, with over $30B in assets under management through Goal and our subsidiaries: GSS Data Services, Launch Servicing, and Turnstile Capital Management.

Headquartered in San Diego, Goal has been named a Best Place to Work by the San Diego Business Journal every year since 2015.

Apply today and help us build the future of Goal Solutions, one great hire at a time.

The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change. 

• High attention to detail and accuracy. 
• Strong ability to research, analyze, and resolve discrepancies. 
• Clear written and verbal communication skills. 
• Comfort working with structured, repetitive tasks requiring sustained focus. 

Preferred Experience 

• Degree and/or professional experience in Accounting or Finance. 
• Prior reconciliation or transactional accounting experience. 

Knowledge, Skills & Abilities 

• Strong Excel comfort (sorting through formulas, comparing data, tracking)