Reconciliation Associate

Clearwater Analytics (CWAN) Reconciliation Associate YesterdaySaved Hybrid Boise, ID, USA Junior JuniorFintech • Software • Financial ServicesReconciles investment portfolio data from external sources with an internal web-based system. Reviews and updates reporting data, investigates reconciliation issues, applies financial and accounting concepts, and delivers accurate daily portfolio updates to clients. Maintains relationships with data providers and stakeholders, communicates issue resolutions, documents processes, and provides feedback to product teams. Requires strong Excel, problem-solving, organizational, communication, and attention-to-detail skills.Top Skills: ExcelMS OfficeVBA