Senior Reconciliation Analyst at CI Financial

Elevate your career with CI Financial as a Senior Reconciliation Analyst focusing on cash and asset account reconciliations. This in-office role is essential for maintaining operational accuracy and driving process improvements.

As a key member of the team, you will perform daily reconciliations to ensure the integrity of our records and support transformational efforts within the firm. Your responsibilities will include investigating discrepancies, analyzing trends, and collaborating with stakeholders to enhance operational efficiency.

Key Responsibilities:

• Perform daily reconciliations of cash and asset accounts

• Investigate and resolve discrepancies promptly

• Monitor and escalate outstanding breaks as needed

• Analyze trends with internal and external stakeholders

• Support new reconciliation platform implementation

Requirements:

• Bachelor's degree in Finance, Accounting, or related field

• 5+ years of financial reconciliation experience

• Proficient in advanced Excel and VBA skills

• Experience with CDS and DTC depository systems

• Strong problem-solving and communication skills

Bring your expertise to CI Financial and support our pursuit of operational excellence.
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