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Medium—mid-level metro role with generalist title but niche financial reconciliation domain.
High because reconciliation and securities expertise are industry-specific and not easily transferable.
High due to explicit 4+ years, required securities domain knowledge, SQL and advanced Excel.
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Act as internal subject matter expert for reconciliation process within the Clearwater system covering data intake to service.
Provide guidance and respond to support tickets and inquiries from Client Services, Global Delivery, Product and Development teams, including debugging and defect management.
Apply interim reporting fixes, collaborate on reporting requirements, and pursue data/system improvement projects up to 30% of the time.
Bachelor’s or Master’s degree in finance, accounting, economics, data science, data analytics, or related field.
Minimum 4 years of relevant experience in reconciliation or financial data analysis.
Proficient in Excel (VLOOKUP, SUMIF, Pivot Tables), and SQL querying with general understanding of SQL fundamentals.
Strong analytical and problem-solving capabilities.
Experienced in financial markets or securities domain with expertise in reconciliation workflows.
Ability to autonomously handle complex data mining and reconciliation issues, providing thorough root cause analysis and code debugging.
Collaborative in working with product owners and developers to refine requirements and improve systems with strong documentation and communication skills.