Data & Recon Team Lead

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.
• B eing able to identify trends, develop new ideas , and make recommendations that will benefit the company.
• B eing able to develop and implement change management plans, as well as communicate and manage change with team members and other stakeholders.
• B eing 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+ year s of relevant experience leading an operational team in a relevant industry- finance, accounting, or tech.