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Common early-career finance reconciliation role in a metro location attracts many qualified applicants.
Requires finance/securities knowledge and reconciliation experience, limiting cross-industry transferability.
Requires explicit 2+ years plus finance and advanced Excel skills, moderately filtering applicants.
Ensure daily accurate reconciliation of investment portfolio data between external sources and internal systems.
Guarantee timely delivery of comprehensive portfolio status updates to clients each day.
Investigate reconciliation discrepancies and coordinate with internal and external stakeholders to resolve issues.
Bachelor's degree in finance-related or analytical field.
Minimum 2 years of relevant experience in reconciliation, accounting, or finance.
Strong proficiency in Microsoft Excel, including advanced functions like VLOOKUP, SUMIF, Pivot Tables, and VBA.
Basic understanding of investment, financial, and accounting concepts; finance and/or accounting experience preferred.
Experience working with financial securities or markets to handle reconciliation errors effectively.
Able to communicate clearly with clients and internal teams about reconciliation issues and updates.
Skilled in problem-solving and maintaining strong documentation and organizational practices under daily deadlines.