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Metro location and common generalist reconciliation role increase applicant density.
Role requires specialized investment and reconciliation knowledge, limiting cross-industry transferability.
Explicit 6+ years requirement and domain-specific tooling and accounting expertise raise screening strictness.
Own end-to-end reconciliation processes including complex account research and automation initiatives for client success.
Lead and deliver 2-3 strategic improvement projects annually using Lean Six Sigma practices to improve accuracy, scalability, and operational performance while adhering to client and SOC 1 compliance.
Serve as a trusted advisor and trainer within the department, providing technical guidance, training 8-10 small group sessions annually, and supporting internal audits and client inquiries.
6+ years of relevant experience in reconciliation or related finance/accounting roles including 2+ years direct reconciliation experience.
Bachelor's or Master's degree in Finance, Accounting, or related field.
Advanced knowledge of reconciliation tooling and applications (Recon Tool, Confluence, Jira, Excel with advanced functions like Pivot, VLOOKUP).
Strong experience with portfolio accounting, investment accounting, cash and asset reconciliation, and capital markets concepts (bonds, derivatives, fixed income, corporate actions).
Mid-to-senior level professional with demonstrated mastery in reconciliation domain and ability to lead cross-functional projects.
Consultative mindset, regularly advising internal and external stakeholders on reconciliation process improvements and tooling challenges.
Strong analytical and problem-solving orientation with experience applying Lean Six Sigma to drive operational enhancements in a client-focused environment.