Subject Matter Expert - Reconciliation

•  Serves as a trainer within their department, conducting 8-10 small group training sessions annually. 

• Ensures quality reconciliation and operational performance, adhering to client expectations and SOC 1 Compliance, and provides support for internal audit queries. 

• Recommends and advises on system improvements, monitors design progress, and prepares design updates for their department. 

• Proactively anticipates challenging assets, conducts research, and provides guidance internally and externally on expected challenges. 

• Leads, advises, and encourages others in automation initiatives, serving as a sought-after resource for the department and reconcilers seeking consultation. 

• Is frequently sought out by the department for recommendations and technical guidance on Recon Tool system problems. 

• Works with clients requiring independent action and a high degree of initiative, handling post-live reconciliation, automation, and process development for any client. 

• Demonstrates awareness of available resources and correctly identifies the appropriate tools for research in projects they are responsible for. 

• Collaborates with management to complete 2-3 projects annually that align with the department's strategic initiatives. 

• Effectively manages assignments within the team, balancing workload, client success, and leadership expectations to deliver on assignments and projects. 

• Is trusted to consistently deliver accurate, timely, and thorough responses to project stakeholders in both written and verbal contexts. 

• Selects, develops, and evaluates projects to improve 2-3 strategic initiatives annually, leveraging Lean Six Sigma practices. 

• Identifies opportunities for improvement and collaborates with stakeholders to implement solutions that positively impact the department. 

Required Skills:  

• Advanced knowledge in tooling and applications used in their day-to-day work, such as Recon Tool, Confluence, Outlook, Jira, Grafana, ACE, etc. 

• They have an intermediate understanding of all aspects of reconciliation, including the Clearwater End to End data flow and all system interactions related to reconciliation processes. 

• They have vast knowledge of Excel and are skilled in using various functions such as CW excel ribbons, MATCH-MATCH, PIVOT, SUMIF, COUNTIF, INDEX, VLOOKUP, etc. 

• They have intermediate familiarity with Clearwater-specific assumptions and functionality in the industry, making them a trusted advisor for any client inquiry. 

• 2+ years of experience reconciling accounts.  

• Preferably 1+ year in another department or team. 

• Strong computer skills, including proficiency in Microsoft Office.  

• Excellent attention to detail and strong documentation skills.  

• Outstanding verbal and written communication skills.  

• Strong organizational and interpersonal skills. 

• Exceptional problem-solving abilities. 

Education and Experience:  

• Bachelors/master's course in Finance or Accounting or related field. 

• 6+ years of relevant experience.