Reconciliation Team Lead

3 weeks ago

Edinburgh, United Kingdom Clearwater Analytics Full time

We are looking for a Reconciliation professional to lead, motivate and mentor one of our Recon Teams as we continue our growth into Europe. This is a wonderful time to join us, having recently completed our IPO and strengthened our offices in the US, Edinburgh, London, Paris, Stuttgart and Singapore.

The Reconciliation Team Lead supervises day-to-day administrative, personnel and procedural activities for reconciliation. One of the most important tasks is transitioning client reconciliation from implementation teams to BAU state within their team. They manage productivity measures on a team and individual basis (metrics) and work with Product teams to continually iterate and improve reconciliation tools and processes.

Accountability performance indicators include meeting client service level agreements (SLAs), client lock down dates are met, and provides reconciliation oversight of their team members by ensuring breaks are researched, monitored, or resolved prior to the account being available to the client through the reporting site.

**Responsibilities**:

- Can perform back reconciliations and experience of reconciliation for 1+ of CW’s markets (Corporate, Insurance, Investment Management, Government).
- Frequently serves as a trainer. Sphere of influence mainly own department and team in which oversight presides. This is demonstrated by facilitating 3-5 small group trainings a year.
- Identifies opportunities for improvement and spearheads solutions within the department by communicating ideas with leadership and working to implement change.
- Interacts with SMEs to improve auto recon on troubled or newly implemented accounts.
- Acts and communicates with other leaders in the organisation to ensure client success, by evaluating areas of improvement/success for the team
- Identifies the need for performance improvement with the assistance of DL. Works with the individual to create a plan with explicit details on how to improve demonstrated anti-patterns with measurable and tangible goals to further career development.
- Works with DL to contribute to operational targets by attending external calls/on-sites each year.
- Fosters encouraging work environment by asking questions, and letting it be known questions are good and encouraged by management.
- Interacts with Reconciliation Audit team monthly. Implements remediation and prevention for team in which oversight presides monthly reviews for team with support from Division Lead or Reconciliation Audit Lead.

**Requirements**:

- 2+ years’ 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 analyse information and anticipate outcomes in order to choose the best solutions
- Intermediate Knowledge: Salesforce, Paylocity, Confluence, Outlook, Jira, Grafana, ACE, Lot Links, Front Office Reports, etc.
- Data Analysis - Using a data driven approach to coordinate team and department efforts to exceed KPIs

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