Mutual Fund Reconciliation Ops Lead (Hybrid)

100 Raymond James & Associates, Inc.; Southfield (MI); Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Retirement savings plan

Paid time off

Parental leave

Job summary

Raymond James in Southfield, MI seeks an experienced operations leader to manage reconciliation, accounting processes, and risk controls. You will oversee multiple departments within a processing unit, driving data-driven decisions and improvements.

The role requires leading teams, delivering management reports, and partnering with senior colleagues to optimize performance while working a hybrid schedule at the Southfield location.

Qualifications

• Bachelor’s degree in accounting, finance, or business.
• Strong knowledge of reconciliation and financial controls.
• Experience with risk and regulatory compliance.
• Experience leading teams in operations.

Responsibilities

• Review complex cash/share reconciliation issues and resolve.
• Provide leadership with periodic management reports.
• Monitor and report on general ledgers and reserve accounts.
• Develop and implement process improvements and plans.
• Coordinate with cross-functional teams to meet KPIs.

Skills

Reconciliation

Data analysis

Risk management

Leadership

Training others

Process improvement

Communication

Education

Bachelor’s: Accounting

Bachelor’s: Business Administration

Bachelor’s: Finance

High School (HS) (Required)

Job description

Raymond James in Southfield, MI seeks an experienced operations leader to manage reconciliation, accounting processes, and risk controls. You will oversee multiple departments within a processing unit, driving data-driven decisions and improvements.

The role requires leading teams, delivering management reports, and partnering with senior colleagues to optimize performance while working a hybrid schedule at the Southfield location.