Reconciliation Lead

5 days ago


Edinburgh, Edinburgh, United Kingdom Sanderson Recruitment Plc Full time
About the Role

This 12-month fixed-term contract position is part of Diligenta's Finance Operations team, focusing on transforming clients' operations. We create a culture of positive change and development.

The Regulated Reconciliations Team Manager will lead a team in maintaining accurate and compliant financial records. This includes handling payments, receipts, and distributions to ensure financial integrity and regulatory standards are met.

Key Responsibilities:

  • Lead a team of up to 8 in client money reconciliations, ensuring CASS and internal compliance.
  • Enhance reconciliation processes to reduce risk and improve accuracy.
  • Set and monitor KPIs to drive high performance across the team.
  • Resolve complex issues and handle escalations for reconciliations.
  • Manage regulatory reporting, including CMAR and CASS Resolution Pack submissions.
  • Liaise with auditors and lead CASS/financial audit preparations.
  • Support strategic projects and provide input for Management Information (MI) reporting.
  • Ensure all team activities meet Consumer Duty regulations.
Requirements

In-depth knowledge of CASS regulations and client money reconciliation processes.

Strong leadership and stakeholder management skills.

Excellent verbal, written, and presentation abilities.

Highly organized with a meticulous approach to problem-solving.

Proficient in MS Excel and Word, with financial services experience, especially in investments.

Experience in finance roles (5+ years) within Financial Services, with relevant qualifications (part or fully qualified accounting/QBE preferred).

IOC qualification in mutual funds (or working towards it).



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