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.
