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Supervisor, Financial Reconciliation
SS&C Technologies. Support Alternative Investment clients and provide backup coverage when other team members are out .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client-facing roles within financial services, with a strong focus on reconciliation, operations management, and team leadership. Proficient in data analysis and problem-solving, ensuring accuracy and efficiency in workflows and reporting.
Highest-signal resume keywords
Client Facing ExperienceLeadership ExperienceProficient In ExcelOperations ManagementData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ReconciliationAccountingData AnalysisProblem-SolvingTime Management
Soft Skills
Strong Written CommunicationStrong Verbal CommunicationHighly OrganizedSelf-MotivatedTeam Collaboration
Tools & Technologies
ExcelJIRAWordChorus/AWDTA20003270
Industry Keywords
Financial ServicesBankingReconciliationOperational DeadlinesWorkflow Management
About the role
Key responsibilities & impact- Support Alternative Investment clients and provide backup coverage when other team members are out
- Ensure purchase and sales trading activity at admit time matches wirehouse sales logs
- Maintain accurate reporting and timely identification of discrepancies
- Oversee investigation, escalation, and resolution of reconciliation breaks
- Manage daily workflows, priorities, and operational deadlines
- Oversee JIRA tickets and shared inbox activity to ensure timely follow-up
- Identify recurring issues and opportunities to improve accuracy and efficiency
- Collaborate with wirehouses, fund sponsors, and internal teams to resolve discrepancies
- Provide day-to-day leadership and monitor workflow and control processes
- Drive accountability, strengthen reconciliation controls, and improve team performance
Requirements
What you’ll need- Bachelor’s degree or equivalent experience
- 3+ years of client facing work-related experience specifically in financial services, banking, reconciliation, accounting, or similar required
- 3+ years of leadership experience highly desirable
- Proficient in Excel
- Strong written and verbal communication
- Skilled in operations, problem-solving, and data analysis
- Self-motivated and career-focused
- Works well in fast-paced, team environments
- Highly organized with strong time management
- Quick to learn new systems and processes
- Experience with service tools (e.g., Word, JIRA, Chorus/AWD, TA2000, 3270) a plus
- Must be willing to work on site in our Kansas City, MO office a minimum of 6 days/month
Benefits
Comp & perks- Medical, dental, and vision coverage
- 401(k) plan with company match
- Paid time off
- Holidays
- Parental leave
- Professional development reimbursement opportunity