Data & Recon Team Lead

• Delivers accurate, timely, and thorough responses to routine and non-standard inquiries in written and verbal interactions with internal and external parties.

• Identifies and seizes servicing opportunities for both self and the team.

• Manages the onboarding process for new hires, actively participating in their learning journey and providing feedback on skill development.

• Establishes and communicates standards to the team by regularly monitoring weekly department metrics that uphold department KPIs.

• Evaluates personnel regularly to ensure efficiency in their roles, including reviewing employee anti-patterns, goals, aspirations, strengths, and weaknesses, with input from the division lead.

• Collaborates with the division lead to identify and address performance improvement needs.

• Contributes to operational targets by participating in annual external calls under the guidance of the division lead.

• Coordinates team and department efforts using a data-driven approach to exceed KPIs.

• Engages with the Reconciliation Audit team on a monthly basis, implementing remediation and prevention strategies with oversight from the division lead or Reconciliation Audit Lead.

• Practices oversight and quality assurance by monitoring team emails and providing regular feedback to team members on a weekly basis.

• Ensures that the team performs daily metrics of timeliness and completeness, driving necessary improvements to mitigate risks or shortcomings.

• Fosters client success and employee development, seeking mentorship from the Division Lead as needed.

• Ensures quality service and operational performance align with client expectations and compliance standards.

• Participates in projects with upper management that align with company goals.

• Selects, develops, and evaluates projects annually to improve 1-2 strategic initiatives using Lean Six Sigma practices.

• Identifies opportunities for improvement within the department, communicates ideas with leadership, and actively works to implement change.

• Collaborates with Subject Matter Experts to enhance auto reconciliation processes for troubled or newly implemented accounts.

• Performs reconciliation for 2-3 of CW's markets (Corporate, Insurance, Investment Management, Government).

• Recognizes asset managers/custodians as partners and promotes collaboration.

• Participates in cross-departmental projects to implement procedures for large/major clients, ensuring client success and compliance through standard operating models.

• Proactively seeks automation opportunities with Subject Matter Experts to enhance auto reconciliation processes for accounts handled by the team.

Required Skills:

• Proven ability to analyse information and anticipate outcomes to choose the best solutions.

• Ability to motivate and inspire team members, as well as provide them with the guidance and support they need to be successful.

• Ability to identify trends and opportunities, as well as to develop and implement strategies to achieve the team's goals.

• Being able to identify trends, develop new ideas, and make recommendations that will benefit the company.

• Being able to develop and implement change management plans, as well as communicate and manage change with team members and other stakeholders.

• Being able to develop and implement risk mitigation strategies.

• Strong computer skills, including proficiency in Microsoft Office.

• Excellent attention to detail and strong documentation skills.

• Outstanding verbal and written communication skills.

• Strong organizational and interpersonal skills.

• Exceptional problem-solving abilities.

Education and Experience:

• Bachelor’s & master's in finance or accounting.

• 9+ years of relevant experience in leading a cross-functional and collaborative team.

• 7+ years of relevant experience leading an operational team in a relevant industry- finance, accounting, or tech.