Serves as a trainer within their department, conducting 8-10 small group training courses annually.
Ensures quality reconciliation and operational performance, maintaining adherence to client expectations and SOC 1 Compliance, while offering support for internal audit queries.
Recommends and advises on system improvements, monitors design progress, and prepares design updates for the 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 being sought out by reconcilers for consultation.
Is frequently sought out by others in Operations for recommendations and technical guidance on Recon Tool system problems.
Applies professional concepts to resolve critical issues and address broad design matters.
Participates in visits to clients, external portfolio data providers, auditors, User Conferences, and other industry conferences.
Drives significant improvements in functionality for the most challenging issues, including Month End, Yellows, and Complex Assets.
Demonstrates an active role in visiting clients, external portfolio data providers, auditors, User Conferences, and other industry conferences.
Effectively leverages available resources and correctly identifies tools for research in projects they are responsible for, often mentoring other Subject Matter Experts (SMEs) to achieve project outcomes.
Collaborates with management to complete 6+ projects annually in support of the department's strategic initiatives.
Efficiently manages assignments within the team while balancing workload, ensuring client success, and meeting leadership expectations for assignments and projects. They often mentor other SMEs on projects to align with business objectives.
Is trusted to consistently deliver accurate, timely, and comprehensive responses to project stakeholders in both written and verbal communication, frequently mentoring other SMEs on delivery.
Selects, develops, and evaluates projects to improve 6+ strategic initiatives annually, leveraging Lean Six Sigma practices.
Identifies opportunities for improvement and takes the lead in implementing solutions that have a positive impact on the department.
