Senior Finance Specialist

Our CompanyWe care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!What you'll do...Perform general ledger balancing and reconciliation activities, ensuring financial activity is accurately recorded and discrepancies are identified and resolvedOwn and resolve complex reconciliation and financial exceptions, including high‑risk or high‑dollar items, ensuring balances are accurate and issues are cleared within defined SLAsResearch and resolve unmatched transactions and settlement differences by analyzing data across multiple systems and reports, applying sound accounting and banking principlesSupport daily and monthly reconciliation activities for H&R Block financial products, including exception handling and issue resolutionServe as a subject matter expert for reconciliation and financial operations processes, providing guidance and support to peers when complex or ambiguous items ariseSupport escalated inquiries from internal partners and external vendors by conducting thorough research and driving issues to resolutionValidate the accuracy of financial data, identify trends or recurring reconciliation issues, and partner with leadership to recommend process improvementsCreate, maintain, and review standard operating procedures (SOPs) to ensure reconciliation processes are clearly documented and consistently followedExecute assigned daily and monthly processes within established service levels while handling sensitive and confidential financial information with careThis role is well‑suited for someone who enjoys reconciliation work, investigating unmatched transactions, and digging into complex financial discrepancies to ensure balances are accurate and resolved within SLA.About the Team: Our Reconciliation team plays a critical role in supporting H&R Block’s financial products by investigating and resolving complex financial activity to ensure every dollar is accounted for.EducationWhat you'll bring to the team...Associate’s degree in a related field or the equivalent combination of education and relevant work experience.Experience3+ years of related experience in finance, accounting operations, reconciliation, or financial servicesExperience researching and resolving financial discrepancies, reconciliation differences, or exceptionsWorking knowledge of general ledger activity and accounting terminologyStrong analytical and problem‑solving skills with attention to detailAbility to interpret data across multiple systems and reportsComfort working with time‑sensitive deadlines and SLAsAbility to work independently while knowing when to escalate issues appropriatelyIntermediate proficiency in Excel (filters, pivot tables, basic formulas)Experience handling confidential or sensitive financial informationClear written and verbal communication skillsIt would be even better if you also had...Prior experience in reconciliation, settlement, or exception‑based financial workExposure to consumer financial products (e.g., prepaid cards, banking products, lending, or payments)Hands‑on experience working unmatched items, balance discrepancies, or reconciling general ledger activityFamiliarity with documenting and improving operational processes, including through automationExperience collaborating with cross‑functional teams such as Accounting, Operations, or TechnologyIntermediate proficiency in SQLWhy work for usSince 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com.Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.Pay Range InformationThe pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.Pay Range$21.59 - $32.40/Hr.