Sr. Subject Matter Expert - Reconciliation - Credit Agreements
Core
Trusted advisor and consultant for the reconciliation department, ensuring accuracy, scalability, and client success across the entire reconciliation process from aggregation to delivery.
Role type
Senior Subject Matter Expert (Reconciliation)
Builds
Reconciliation processes, system improvements, and strategic initiatives for client portfolios
Domain
Financial Services / Reconciliation / Credit Agreements
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
End-to-End data flow expertise, Reconciliation process mastery, Lean Six Sigma practices, Project selection and evaluation, Team mentoring, Strategic initiative leadership, Complex asset analysis, System design improvement
Preferred skills
Experience in another department or team
Technologies
Reconciliation tools, Microsoft Office
Responsibilities
Conduct annual training courses for the department, Ensure quality reconciliation and SOC 1 Compliance, Recommend and advise on system improvements, Lead automation initiatives, Mentor other Subject Matter Experts, Collaborate on 6+ strategic projects annually, Drive improvements for challenging assets (Month End, Yellows, Complex Assets), Visit clients and industry conferences
Seniority
Senior, hands-on IC with mentorship responsibilities