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Metro-based, mid-level finance reconciliation role with common skills and moderate brand presence, so medium competition.
Role requires investment portfolio reconciliation and financial-services domain expertise, limiting cross-industry transferability.
Requires GAAP knowledge, investment reconciliation expertise, and subject-matter experience but no explicit years or certifications, so medium strictness.
Ensure accurate and timely reconciliation of investment portfolio transactions and holdings using external data.
Investigate and resolve reconciliation issues, liaising with clients, data providers, leadership, and internal teams.
Drive process improvements, mentor analysts, and manage client communications and training initiatives.
Intermediate understanding of investment, financial, and accounting concepts.
Finance and/or accounting experience preferred.
Intermediate knowledge of GAAP and at least one non-GAAP accounting framework.
Work Experience Required: Not explicitly mentioned in the JD.
Experienced working with investment portfolio reconciliation and financial reporting systems.
Capable of managing cross-functional communication among clients, data providers, and leadership.
Strong problem-solving skills with the ability to lead process improvement and mentor junior staff.