Reconciliation Analyst - Data-Driven Finance

Clearwater Analytics, Ltd.

City of Edinburgh

On-site

GBP 32,000 - 46,000

Full time

4 days ago
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Job summary

Clearwater Analytics in Edinburgh is seeking a Reconciliation Analyst to compare investment portfolio data from external sources with our web-based system and deliver daily, accurate status updates to clients. Responsibilities include meeting daily deadlines, investigating discrepancies, building relationships with data providers and clients, and providing feedback to product teams.

A finance-related degree and 1+ years in reconciliation or accounting are preferred.

Qualifications

  • Bachelor's degree in a finance-related and analytical field.
  • 1+ years of directly applicable experience (reconciliation, accounting, or finance)

Responsibilities

  • Meets daily deadlines for the review and update of reporting data.
  • Investigates and takes action on identified issues within the reconciliation system through problem-solving, seeking support from mentors and department experts as needed.
  • Creates and maintains valuable relationships with data providers, clients, and internal stakeholders.
  • Contributes feedback to product teams on internal projects as requested.
  • Demonstrates familiarity and competency with internal tools and processes.
  • Understands financial concepts and can apply them to reconciliation errors.
  • Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues.

Skills

Investment concepts
Accounting basics
Excel proficiency
Attention to detail
Communication skills
Problem solving

Education

Bachelor's degree in finance

Tools

Excel
Pivot Tables
VBA

Job description

Clearwater Analytics in Edinburgh is seeking a Reconciliation Analyst to compare investment portfolio data from external sources with our web-based system and deliver daily, accurate status updates to clients. Responsibilities include meeting daily deadlines, investigating discrepancies, building relationships with data providers and clients, and providing feedback to product teams.

A finance-related degree and 1+ years in reconciliation or accounting are preferred.

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