Job Summary:
The Data & Recon Team Lead is responsible for overseeing all aspects of intelligence gathering, data analysis, and strategic decision-making. They must possess strong analytical skills, proficiency in technical tools, and excellent communication abilities. This role requires effective leadership, adaptability to changing environments, and a commitment to ethical conduct and data privacy. The ideal candidate will have deep domain knowledge, strong problem-solving skills, a collaborative mindset, and the ability to inspire and motivate teams.
Responsibilities:
- 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.
