Senior Associate- Reconciliations (Hybrid)

Broadridge; Newark (NJ); On-site; USD 44,083 - 50,971; Full time

Benefits offered by this job

Bonus Eligible

Benefits information available

Job summary

Broadridge is seeking a detail-oriented reconciliation specialist to manage daily to monthly client account reconciliations. You will compare data across multiple systems, investigate variances, and resolve discrepancies within agreed timelines.

In this role, you will maintain logs, support process controls, and work with Operations, Compliance, and Technology to resolve issues. The position requires strong Excel skills and the ability to work independently in a high-volume environment.

Qualifications

• Bachelors degree or equivalent experience in business, finance, accounting, or related field.
• 2+ years in reconciliation, transaction processing, or finance operations.
• Solid understanding of reconciliation concepts and controls.
• Experience in high-volume, deadline-driven environments.
• Strong analytical and problem-solving abilities with attention to detail.
• Proficient in Excel and familiarity with operational systems or workflow tools.

Responsibilities

• Perform reconciliations for client accounts, processes, or transaction streams daily to monthly and ad hoc.
• Compare data across systems to identify mismatches, breaks, and exceptions.
• Investigate variances and follow procedures to resolve discrepancies on time.
• Track open items, aging issues, and escalate when needed.
• Maintain logs, audit trails, and supporting documentation.
• Ensure output meets SOPs, client requirements, and internal controls.
• Review data for completeness and accuracy before finalizing output.
• Coordinate with Operations, Compliance, and Technology to resolve issues.
• Escalate complex or high-risk issues promptly to leadership.
• Identify recurring errors and support root cause analysis and improvements.
• Contribute to process improvements and onboarding of junior staff.
• Assist in preparing operational reports on volume and productivity.

Skills

Reconciliation

Data analysis

Microsoft Excel

Attention to detail

Process controls

Communication skills

Independent work

Education

Bachelor's degree in Business/Finance/Accounting

Tools

BPS

IMPACT

Proactive

Postedge

Intelimatich

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Responsibilities

• Perform daily, weekly, monthly, and ad hoc reconciliations for assigned client accounts, processes, or transaction streams.
• Compare data across systems, reports, statements, or source documents to identify mismatches, breaks, and exceptions.
• Investigate reconciliation variances and follow established procedures to resolve discrepancies accurately and within agreed timelines.
• Track open items, unresolved breaks, and aged exceptions, and ensure appropriate follow-up and escalation.
• Maintain reconciliation logs, exception trackers, audit trails, and supporting documentation.
• Ensure work is completed in line with standard operating procedures, client requirements, internal controls, and quality standards.
• Review data for completeness, accuracy, and consistency before finalizing reconciliation output.
• Coordinate with internal teams such as Operations, Compliance, and Technology to resolve issues.
• Escalate complex, high-risk, or recurring issues to team leaders or managers in a timely manner.
• Identify recurring error patterns and support root cause analysis and corrective actions.
• Contribute to process improvement initiatives to reduce manual effort, improve turnaround time, and strengthen accuracy.
• Support onboarding, cross-training, and knowledge sharing for junior team members.
• Assist in preparing operational reports on volume, exceptions, aging items, accuracy, and productivity as needed.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or a related field, or equivalent work experience.
• 2+ years of experience in reconciliation, transaction processing, finance operations, back-office operations, or shared services/BPO.
• Strong understanding of reconciliation concepts, exception handling, and process controls.
• Experience working in a high-volume, deadline-driven operational environment.
• Good analytical and problem-solving skills.
• Strong attention to detail and accuracy.
• Proficiency in Microsoft Excel and familiarity with operational systems, or workflow tools. BPS, IMPACT, Proactive, Postedge, Intelimatich.
• Good written and verbal communication skills.
• Ability to work independently with limited supervision and manage multiple priorities.

Preferred Qualifications

• Experience in BPO, shared services, banking operations, finance and accounting outsourcing, or payment operations.
• Exposure to client-specific SLAs, quality metrics, and operational reporting.
• Knowledge of audit, compliance, and control requirements in a processing environment.
• Experience supporting process documentation and continuous improvement initiatives.

Compensation Range: The salary range for this position is between $32/hr - $37/hr USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, location and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].