Senior Specialist, Reconciliation

Senior Specialist, Reconciliation

We're seeking a future team member for the role of Senior Specialist, Reconciliation to join our Managed Account Solutions team. This Senior Specialist, Reconciliation role supports the Managed Account Solutions team by performing in-depth reconciliation analysis, identifying trends and root causes, and driving recommended solutions. The person will also lead reconciliation engagements across business areas, oversee testing and implementation of reconciliation software, and present findings and updates to senior stakeholders.

This role is located in Berwyn, Pennsylvania

In this role, you'll make an impact in the following ways:

· Complete in-depth data analysis of reconciliations, identify trends, perform complex root cause analysis, and execute on recommendations

· Lead reconciliation engagements across business areas, ensuring consistent practices and outcomes

· Review and oversee technical testing and implementation of reconciliation software; conduct complex testing and validate implementation code

· Review, analyze, and present conclusions, recommendations, and updates to senior staff

To be successful in this role, we're seeking the following:

· Bachelor’s degree in a related discipline or equivalent combination of education and experience

· 5–7 years of total work experience; experience in financial services preferred

· Strong ability to decipher complex root causes of reconciliation breaks and interpret detailed data analyses

· Experience with reconciliation software testing, implementation validation, and oversight of testing performed by junior staff

· People Leadership experience preferred