Lead Reconciliation Associate
Core
Lead a reconciliation team, ensuring accuracy and scalability while acting as a trusted advisor for complex client tasks and process improvements.
Role type
Senior IC reconciliation lead (finance/accounting)
Builds
Production reconciliation processes and client deliverables
Domain
Finance / Accounting / Investment Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Reconciliation (2+ years), Excel (advanced), Lean Six Sigma, system design, project management, technical guidance
Preferred skills
Cross-functional experience, automation initiatives, strategic project selection
Technologies
Recon Tool, Confluence, Jira, Grafana, ACE, Clearwater
Responsibilities
Conduct training sessions, ensure SOC 1 compliance, recommend system improvements, lead automation initiatives, manage team workload, deliver strategic projects
Seniority
Senior, hands-on IC with leadership responsibilities