Lead Reconciliation Automation Analyst

Clearwater Analytics; Chicago (IL); On-site; USD 62,000 - 85,000; Full time

Job summary

Clearwater Analytics seeks a Lead Reconciliation Implementation Analyst to establish reconciliation processes and thresholds for clients. You will collaborate with stakeholders to gather requirements, design automated workflows, and ensure data accuracy through analysis and third‑party validation.

The role involves monitoring discrepancies across safekeeping institutions and order management systems, requiring strong analytical and communication abilities to drive precise reconciliation of

Qualifications

• Bachelor’s or Master’s degree, preferably in finance or accounting.
• 2+ years of relevant experience.
• Experience with reconciliation in investment data is beneficial.

Responsibilities

• Complete reconciliation for client investment books during onboarding with a focus on automation and scalable models.
• Demonstrate familiarity with available resources and accurately select appropriate research tools.
• Back reconciling, normalizing, and automating data as the primary responsibility.
• Learn from mistakes and take steps to avoid repetition.
• Apply knowledge of investment accounting, financial statements, amortization, interest income, yields, and other concepts.

Skills

Analytical thinking

Communication skills

Attention to detail

Organization

Problem solving

Learning attitude

Education

Bachelor’s / Master’s degree in finance or accounting

Tools

Excel (VLOOKUP, SUMIF, Pivot Tables)

Microsoft Office

Job description

Clearwater Analytics seeks a Lead Reconciliation Implementation Analyst to establish reconciliation processes and thresholds for clients. You will collaborate with stakeholders to gather requirements, design automated workflows, and ensure data accuracy through analysis and third‑party validation.

The role involves monitoring discrepancies across safekeeping institutions and order management systems, requiring strong analytical and communication abilities to drive precise reconciliation of