Clearwater Analytics
Subject Matter Expert - Reconciliation
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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, conducting 8-10 small group training sessions annually.
- Ensures quality reconciliation and operational performance, adhering to client expectations and SOC 1 Compliance, and provides support for internal audit queries.
- Recommends and advises on system improvements, monitors design progress, and prepares design updates for their 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 reconcilers seeking consultation.
- Is frequently sought out by the department for recommendations and technical guidance on Recon Tool system problems.
- Works with clients requiring independent action and a high degree of initiative, handling post-live reconciliation, automation, and process development for any client.
- Demonstrates awareness of available resources and correctly identifies the appropriate tools for research in projects they are responsible for.
- Collaborates with management to complete 2-3 projects annually that align with the department's strategic initiatives.
- Effectively manages assignments within the team, balancing workload, client success, and leadership expectations to deliver on assignments and projects.
- Is trusted to consistently deliver accurate, timely, and thorough responses to project stakeholders in both written and verbal contexts.
- Selects, develops, and evaluates projects to improve 2-3 strategic initiatives annually, leveraging Lean Six Sigma practices.
- Identifies opportunities for improvement and collaborates with stakeholders to implement solutions that positively impact the department.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Required Skills
- Advanced knowledge in tooling and applications used in their day-to-day work, such as Recon Tool, Confluence, Outlook, Jira, Grafana, ACE, etc.
- Intermediate understanding of all aspects of reconciliation, including the Clearwater End to End data flow and all system interactions related to reconciliation processes.
- Vast knowledge of Excel and skilled in using various functions such as CW excel ribbons, MATCH-MATCH, PIVOT, SUMIF, COUNTIF, INDEX, VLOOKUP, etc.
- Intermediate familiarity with Clearwater-specific assumptions and functionality in the industry, making them a trusted advisor for any client inquiry.
- 2+ years of experience reconciling accounts.
- Preferably 1+ year in another department or team.
- 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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Education and Experience
- Bachelor's/master's course in Finance or Accounting or related field.
- 6+ years of relevant experience.
Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.
Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills