Reconciliations Officer
Reconcile transactions, premiums and payments, investigating exceptions before they become larger problems.
Customer Intake
Handle inbound customer queries and initial case logging.
Claims Processing
Administer and process claims through to resolution.
Policy Administration
Administer policy issuance, endorsements and underwriting prep.
Compliance & Risk
Perform KYC/AML checks and compliance operations.
Reconciliation
Reconcile transactions and investigate exceptions.
Five reasons clients stay past the first hire
One resource, only yours
No shared queue, no rotating cast. Your dedicated resource works exclusively for you and stays.
25 years of Australian market experience
Founder Rohit Sahdev's 25 years in the Australian market, including senior leadership at Telstra, shape how every dedicated team is managed.
You always know what your team is doing
Every dedicated resource works behind Screenshot Monitor — auditable activity and reporting, not a black box.
No more "That's not my job."
Your dedicated outsourced resource adapts to what your business needs, takes ownership and grows their career by stepping up to new challenges.
Capacity without the hiring squeeze
Skilled and reliable operational talent is harder to hire locally right now. A dedicated resource adds capacity without adding to that pressure.
The outcome this role is built for
Cleaner reconciliations and faster exception resolution — because discrepancies are caught early, not discovered at period close.
What this role owns day to day
Core responsibilities
- Reconcile premium, claims and payment transactions
- Investigate and document reconciliation exceptions
- Cross-check transaction records against source systems
- Flag recurring discrepancy patterns for review
Works inside
Reported on weekly
| Case turnaround | Time to complete reconciliation cycle |
| Completeness | Transactions reconciled without gaps |
| Exception rate | Discrepancies identified and flagged |
| Reconciliation closure | Cycle completed within agreed schedule |
Works your hours. Picks up the work.
Australian business hours
Aligned to your primary time zone and holiday calendar for day-to-day coverage.
9am–5pm style coverage, matched to your roster
Extended coverage
Stretch shift start/end times around peak claim or query volume.
Early-start or late-finish shifts, by agreement
Round-the-clock rotation
Rotating dedicated resources for genuine 24-hour case coverage.
Multiple dedicated seats, handover documented
What "no that's not my job" looks like in practice: a discrepancy doesn't fit a standard exception category — it still gets investigated and documented properly instead of being written off.
What stays with your authorised staff
Payment release and financial write-offs remain authorised onshore activities. This role identifies and documents — it doesn't approve adjustments.
The market backdrop for reconciliation hires
of Australian small businesses expected difficulty meeting financial commitments in June 2026.
of Australian businesses reported rising operating expenses in June 2026 — 65% citing overheads, 40% citing staffing costs.
Australian wage growth over the year to the March quarter 2026 (3.2% in the private sector), raising the cost of hiring locally.
Statistics checked in July 2026 from the Australian Bureau of Statistics and ServiceNow. See our Challenges We Solve page for full sourcing and context.
The same skillset, wherever regulated cases need processing
Strip away the policy-specific platforms and this role is a recognisable shape: process a case through defined stages, apply documented rules, and keep a clean audit trail.
Doing this in-house with stretched staff, or paying a third party
- Reconciliation competes with other finance priorities
- Discrepancies surface late, after the period closes
- Exception backlogs grow as transaction volume increases
A dedicated reconciliations officer, outsourced to us
- One resource whose only job is catching discrepancies
- Reports to your own finance or ops manager, not a third party
- Same Screenshot Monitor transparency, direct to you
Telecommunications
Carrier billing reconciliation is a near-identical exception-hunting exercise.
Billing platformsAccounting & Bookkeeping
Bank and ledger reconciliation follows the exact same discipline.
Xero/MYOBLogistics & Freight
Freight invoice reconciliation mirrors premium reconciliation closely.
TMS · billingRetail & E-commerce
Payment and marketplace reconciliation shares the same exception-detection shape.
Payment platformsNo guessing what this role worked on. Full sample report on the Financial Services page →
Discovery, role design, and a candidate you interview yourself.
You define outcomes, tools and work hours. We source, screen and put forward candidates you interview and approve. Once live, your resource follows your systems, escalation model and reporting cadence — reviewed together on a schedule you set.
Questions about hiring a dedicated Reconciliations Officer
Ready to add this role to your team?
Tell us your transaction volumes and finance systems — we'll shortlist candidates against your actual task list.