BNY Wealth Newport Beach CA

Senior Specialist, Reconciliation

Full-time · Berwyn, PA
✓ Verified live on the employer's own system · added 17 days ago
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Senior · 7+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 7+ years

Skills & tools

Data AnalysisRoot Cause AnalysisManagement
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Full job description

We're seeking a future team member for the role of Senior Associate, Reconciliation to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania

  • 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
  • Bachelor's degree in a Business or Finance 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

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.