Goal Solutions
Overview
Bring YourFocus. Bring YourPrecision. Bring YourProblem-SolvingMindset.
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 that enjoys structure, clear expectations, and seeing the numbers balance at the end of the day.
Accounting at Goal: How This Role Fits In Our Accounting team is the backbone of our financial accuracy. The Reconciliation Specialist plays a critical role in ensuring funds are applied correctly; discrepancies are resolved, and our systems reflect the truth.
This is a steady, detail-heavy role where accuracy matters more than speed. Some people find this type of work boring. Others find it deeply satisfying. We’re looking for people who love it.
What You’ll Do You’ll spend most of your day working in Excel and internal systems to reconcile transactions, research discrepancies, and ensure accounts are balanced and accurate.
Impact You’ll Make in This Role
Ensure daily and monthly transactions balance across systems and bank accounts
Protect the integrity of client funds by identifying and resolving discrepancies
Maintain accurate financial records that support downstream operations and reporting
Support smooth operations by partnering with Operations when information is missing or unclear
Strengthen consistency by following defined reconciliation procedures
Key Role Responsibilities
Transaction Reconciliation: Reconcile daily and monthly transactions across multiple systems and bank accounts
Ensure payments, refunds, and reversals are applied correctly
Discrepancy Research & Resolution: Research discrepancies to identify root causes
Document findings and escalate issues appropriately
Data & Process Accuracy: Work extensively in Excel to compare, balance, and track data
Follow established procedures and controls
Know when to ask questions and request clarification
Cross-Team Partnership: Partner with Operations to resolve missing or unclear information
Communicate clearly and professionally when issues arise
What You Bring
Strong comfort with Excel (sorting, formulas, comparing data, tracking)
High attention to detail
Ability to research and resolve discrepancies independently
Clear written and verbal communication skills
Accounting Degree, Advanced Certifications and experience with NetSuite are preferred
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 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.
Equal Employment Opportunity: It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
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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 that enjoys structure, clear expectations, and seeing the numbers balance at the end of the day.
Accounting at Goal: How This Role Fits In Our Accounting team is the backbone of our financial accuracy. The Reconciliation Specialist plays a critical role in ensuring funds are applied correctly; discrepancies are resolved, and our systems reflect the truth.
This is a steady, detail-heavy role where accuracy matters more than speed. Some people find this type of work boring. Others find it deeply satisfying. We’re looking for people who love it.
What You’ll Do You’ll spend most of your day working in Excel and internal systems to reconcile transactions, research discrepancies, and ensure accounts are balanced and accurate.
Impact You’ll Make in This Role
Ensure daily and monthly transactions balance across systems and bank accounts
Protect the integrity of client funds by identifying and resolving discrepancies
Maintain accurate financial records that support downstream operations and reporting
Support smooth operations by partnering with Operations when information is missing or unclear
Strengthen consistency by following defined reconciliation procedures
Key Role Responsibilities
Transaction Reconciliation: Reconcile daily and monthly transactions across multiple systems and bank accounts
Ensure payments, refunds, and reversals are applied correctly
Discrepancy Research & Resolution: Research discrepancies to identify root causes
Document findings and escalate issues appropriately
Data & Process Accuracy: Work extensively in Excel to compare, balance, and track data
Follow established procedures and controls
Know when to ask questions and request clarification
Cross-Team Partnership: Partner with Operations to resolve missing or unclear information
Communicate clearly and professionally when issues arise
What You Bring
Strong comfort with Excel (sorting, formulas, comparing data, tracking)
High attention to detail
Ability to research and resolve discrepancies independently
Clear written and verbal communication skills
Accounting Degree, Advanced Certifications and experience with NetSuite are preferred
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 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.
Equal Employment Opportunity: It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
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