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Form of workSubject Matter Expert - Reconciliation (OPRC024)
Job Summary:
The Subject Matter Expert in Reconciliation demonstrates mastery in their domain and continuously expands their expertise in new 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, sharing their knowledge and expertise with others.
- Ensures quality reconciliation and operational performance, ensuring compliance with client expectations and SOC 1 standards.
- Actively recommends and advises on system improvements, monitoring design progress and providing updates to their department.
- Stay up to date with the latest system updates that benefit reconcilers and share this information with their team.
- Consults with the department on various reconciliation processes and improvements.
- Provides advice on new tools and procedures, often collaborating with product teams.
- Performs back reconciliations and can handle reconciliation for multiple markets within Clearwater.
- Mentors and encourages others in automation initiatives and serves as a valuable resource for the department.
- Work on projects that support the department's strategic initiatives, completing 1-2 projects per year.
- Effectively manages assignments, balancing workload, client success, and leadership expectations to deliver on projects and assignments.
- Trusted to deliver accurate, timely, and thorough responses to project stakeholders in both written and verbal contexts.
- Selects, develops, and evaluates projects to improve 1-2 strategic initiatives leveraging Lean Six Sigma practices annually.
- Ability to proficiently address cases of 70% Internal Data queues. Serving as content expert in areas of expertise.
Required Skills:
- Intermediate knowledge in tooling/applications used in day-to-day.
- Basic understanding of all aspects of recon, End to End data flow, and all system interaction around our reconciliation processes.
- Thorough understanding of our reconciliation system's current capabilities and shortcomings.
- Solid understanding of the End-to-End data flow and can identify and know the tools in the process.
- Vast Excel knowledge applies functions in daily work, such as PIVOT, SUMIF, INDEX, or VLOOKUP.
- Advanced understanding of the End-to-End data flow and can identify and know the tools in the process, knowledge such as having an understanding that Prometheus has many stages of data loading (identifier extraction, entity extraction, entity cleanup, etc.).
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
Education and Experience:
- Bachelor's or master's degree in finance or accounting.
- 2+ years of relevant experience reconciling accounts.
- Preferably 1+ year in another department or team.
