Description
As Reconciliation & Data Team Lead, you will manage a team responsible for delivery, timeliness and accuracy of daily reconciliation and validation of our clients’ assets. Your team will be reconciling data from Custodians, Brokers, Asset Managers, and more. You will be expected to collaborate with teams across the company to increase automation, find and implement solutions when deficiencies are identified with an unwavering commitment to client success.
A strong candidate for this position is someone who can set and reach internal KPIs while also fulfilling client level SLAs. To effectively fill this role, we challenge our team members to be thought leaders in the industry and thrive to improve the reconciliation process as a whole by increasing automation, improving report delivery timeliness, and ensuring accuracy of these reports.
Responsibilities
- Lead, coach, manage and mentor a team of analysts
- Challenge the team to continually improve through goal setting, effective one-on-ones, and candid feedback
- Work with cross-functional teams of recon and data analysts, automation engineers, and account managers to increase efficiency and automate reconciliation processes
- Effectively communicate and collaborate with other internal teams in order to improve processes
- Understand our operational systems, automation, and processes enough to create and drive solutions
- Provide daily reconciliation, accounting consistency checks, compliance monitoring, performance analysis, and risk analysis
Requirements
- We are open to candidates with either formal or informal management responsibilities, as a minimum we ask you to demonstrate experience successfully coaching and mentoring other team members
- 4+ years of relevant experience leading an operational team in a relevant industry- finance, accounting, or tech.
- Effective written and verbal communication skills
- Decision making and problem-solving skills – Proven ability to analyze information and anticipate outcomes in order to choose the best solutions
- Data Analysis – Using a data driven approach to coordinate team and department efforts to exceed KPIs
- INTERNAL: This Team Lead role is either Grade 6 or Grade 7
Top Skills
What We Do
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
