The Subject Matter Expert in Reconciliation demonstrates mastery in their domain and continuously expands their expertise in current reconciliation tools and processes. They identify opportunities to improve accuracy and scalability, offering solutions through collaboration with internal teams, leadership, and external contacts. They are regarded as a trusted advisor and consultant for the reconciliation department, supporting teams with complex tasks and projects to ensure client success. Additionally, they provide ongoing education on technology updates within their domain and often serve as consultants both internally and externally, covering the entire reconciliation process and system flow from aggregation to enrichment and delivery.
Responsibilities:
- Serves as a trainer within their department, conducting 8-10 small group training courses annually.
- Ensures quality reconciliation and operational performance, maintaining adherence to client expectations and SOC 1 Compliance, while offering support for internal audit queries.
- Recommends and advises on system improvements, monitors design progress, and prepares design updates for the 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 being sought out by reconcilers for consultation.
- Is frequently sought out by others in Operations for recommendations and technical guidance on Recon Tool system problems.
- Applies professional concepts to resolve critical issues and address broad design matters.
- Participates in visits to clients, external portfolio data providers, auditors, User Conferences, and other industry conferences.
- Drives significant improvements in functionality for the most challenging issues, including Month End, Yellows, and Complex Assets.
- Demonstrates an act