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Mid-level finance SME in metro market with common reconciliation skills leads to moderate candidate competition.
Reconciliation skills transfer across finance firms but Clearwater-specific tooling and SOC1 focus limit direct portability.
Explicit 6+ years requirement, domain tooling, SOC1 and Lean Six Sigma expectations increase shortlisting rigor.
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Lead quality reconciliation and operational performance ensuring adherence to client expectations and SOC 1 Compliance with audit support.
Serve as a key trainer and consultant, conducting 8-10 training sessions annually and advising on system improvements and automation initiatives.
Manage 2-3 strategic projects yearly aligned with department goals, leveraging Lean Six Sigma to drive process improvements and innovation.
6+ years of relevant experience including 2+ years specifically in account reconciliation.
Bachelor's or Master's degree in Finance, Accounting, or related field.
Advanced proficiency with reconciliation tools and applications like Recon Tool, Confluence, Jira, Grafana, ACE, and expert Excel skills (e.g., VLOOKUP, PIVOT).
Work Experience Required: 6+ years relevant including 2+ years in reconciliation; notice period not explicitly mentioned in the JD.
Experienced reconcilers with intermediate knowledge of Clearwater End to End data flows and reconciliation system interactions.
Proven ability to lead training sessions, provide technical guidance, and consult on complex reconciliation and automation issues.
Capable of managing multiple projects and balancing workload while consistently delivering accurate and timely results to stakeholders.