Senior Financial Reconciliation Operations Lead

About the Role

We are looking for a highly analytical and organized SeniorFinancial Reconciliation Operations Team Member to oversee the investigation and resolution of order and financial data discrepancies across Shopify and connected enterprise systems.

In this role, you will serve as the primary operational link between the client, internal developers, and business stakeholders. You will monitor reconciliation workflows, investigate missing or inaccurate order data, coordinate technical resolutions, maintain clear documentation in Jira, and ensure that financial information moves accurately between systems.

This is an ideal opportunity for someone with experience in accounting operations, financial reconciliation, order auditing, e-commerce operations, or data validation who is also comfortable working closely with technical teams.

You do not need to be a Shopify developer. However, you should be confident analyzing data, communicating complex issues clearly, managing operational incidents, and learning AI-assisted tools and workflows.

Schedule: Approximately 10:00 a.m. to 6:00 or 7:00 p.m. Eastern Time

What You Will Do

Financial Reconciliation and Data Analysis

• Monitor daily order reconciliation processes between Shopify and downstream financial, ERP, fulfillment, and reporting systems.
• Investigate missing orders, incomplete transactions, data discrepancies, and integration failures.
• Validate order details, payments, taxes, refunds, transaction totals, and other financial data across multiple systems.
• Review audit logs, spreadsheets, order records, and system-generated reports to identify the source of discrepancies.
• Confirm that corrected transactions have been successfully generated, transferred, and recorded.
• Maintain accurate audit records and supporting documentation for identified issues and completed resolutions.
• Identify recurring reconciliation issues and recommend improvements to reduce future errors.

Incident Management and Technical Coordination

• Review financial reconciliation issues raised by the client or identified through internal audits.
• Assess each issue based on urgency, financial impact, and operational risk.
• Translate financial and operational discrepancies into clear requirements for developers.
• Coordinate with technical resources throughout investigation, development, validation, and resolution.
• Track open issues, dependencies, blockers, ownership, and expected completion dates.
• Validate that technical fixes fully address the original discrepancy.
• Escalate high-risk issues involving significant financial differences, widespread order failures, or recurring integration problems.

Client and Stakeholder Communication

• Serve as a primary point of contact for reconciliation-related questions and incidents.
• Provide clear and timely updates regarding identified issues, business impact, investigation status, and resolution progress.
• Explain financial and technical discrepancies to both technical and nontechnical stakeholders.
• Coordinate with accounting, operations, engineering, and client teams to gather the information required for resolution.
• Communicate completed resolutions and any necessary follow-up actions accurately and professionally.

Jira and Process Management

• Create, update, prioritize, and manage reconciliation-related tickets in Jira.
• Ensure tickets include relevant order details, audit findings, supporting evidence, impact assessments, troubleshooting steps, and acceptance criteria.
• Maintain clear visibility into open incidents and follow up with stakeholders to prevent delays.
• Develop and maintain documentation for reconciliation procedures, recurring issue types, escalation paths, and resolution workflows.
• Support reporting on reconciliation accuracy, issue volume, aging, resolution time, and recurring causes.

Team Coordination

• Communicate with the technical team; may include communication with junior and senior developers.
• Assign priorities and provide clear business and operational context for reconciliation issues.
• Review the quality and completeness of investigations and completed resolutions.
• Help team members understand the financial and operational impact of technical issues.
• Promote accountability, timely communication, and consistent documentation.
• Identify training opportunities related to reconciliation, data analysis, client communication, and AI-assisted workflows.

AI-Assisted Operations

• Use AI-assisted development and analysis tools, such as Cursor or similar platforms, to support reconciliation and remediation workflows.
• Work with established prompts to investigate failures, generate missing order files, or complete repetitive operational tasks.
• Interpret AI-generated outputs and errors to determine the appropriate next steps.
• Refine prompts when additional context or clarification is required.
• Validate all AI-generated outputs before data or files are submitted to production systems.
• Help document effective prompting practices and repeatable AI-enabled processes.

What We Are Looking For

• 3+ years of experience in financial reconciliation, accounting operations, order auditing, e-commerce operations, financial data analysis, ERP support, transaction operations, or a related area.
• Experience investigating discrepancies across multiple systems or data sources.
• Understanding of accounting and reconciliation concepts, including payments, taxes, refunds, transaction totals, and financial records.
• Experience managing operational incidents, data issues, or technical support requests.
• Experience using Jira or a similar ticket management platform.
• Strong ability to analyze spreadsheets, audit logs, order records, and system-generated data.
• Excellent written and verbal English communication skills.
• Ability to communicate effectively with clients, developers, financial teams, and operational stakeholders.
• Strong attention to detail and a high level of accuracy when working with financial data.
• Ability to prioritize multiple issues based on urgency, financial impact, and business risk.
• Experience coordinating, mentoring, or leading technical or operational team members.
• Availability to work approximately 10:00 a.m. to 6:00 or 7:00 p.m. Eastern Time.

Preferred Qualifications

• Experience in e-commerce accounting, retail operations, order management, or financial reconciliation.
• Experience working with Shopify orders, payments, refunds, or fulfillment data.
• Familiarity with ERP platforms, financial systems, order management systems, or system integrations.
• Experience with SFTP-based file transfers or structured data exchange processes.
• Experience partnering with developers to resolve data-processing or integration issues.
• Familiarity with AI-assisted tools such as Cursor, ChatGPT, Claude, GitHub Copilot, or similar platforms.
• Experience writing, testing, or refining prompts for AI-assisted workflows.
• Experience working with remote or distributed teams.
• A degree in Accounting, Finance, Business Administration, Information Systems, Data Analytics, or a related field is preferred, but equivalent professional experience will also be considered.

What Will Help You Succeed

• Strong analytical and problem-solving skills.
• A high level of ownership and accountability.
• Clear and proactive communication.
• The ability to connect financial discrepancies with technical root causes.
• Comfort working in a fast-moving environment with multiple stakeholders.
• Curiosity and willingness to learn new systems and AI-assisted tools.
• A process-oriented mindset with strong documentation habits.

Why Join Us

For more than 15 years, our leadership team has partnered with thousands of talented professionals across the Philippines to build and support high-performing teams serving global clients.

We believe exceptional work is built through long-term relationships, continuous learning, and sustainable career growth. We invest in our people, provide opportunities to expand technical and leadership skills, and create an environment where strong performers can take on increasing ownership and responsibility over time.

You will have the opportunity to work at the intersection of financial operations, e-commerce, technology, and artificial intelligence. You will play a key role in improving the accuracy and reliability of business-critical order data while collaborating with clients, developers, and operational teams in a remote environment.

We are committed to providing an inclusive and equitable workplace. Employment decisions are based on business needs, job requirements, and individual qualifications without regard to any status protected by applicable law.

This is an opportunity to work directly with experienced US-based operators and technical teams while developing deep expertise in Shopify, e-commerce operations, and large-scale storefront management.

Please fill out this intake form to be considered for the position: https://forms.gle/d7L7G5phGcNfMbUA8