Remote Operations Associate, Reconciliation

Summary

Join the Guideline team as an Operations Associate for Reconciliation to help centralize and eliminate financial data discrepancies at scale. This role reports directly to the Reconciliation Operations manager and is available in all locations.

Requirements

• 2+ years experience in data reconciliation, accounting, or 401(k) working with large sets of data to reconcile
• Sharp analytical skills with an ability to be adaptive to new scenarios and learn new processes easily
• An accountable results-oriented driver who works backward from outcome to deliver results in a fast-paced environment by prioritizing scope, quality, time, and resources
• A systems thinker with experience unpacking and learning complex systems
• An excellent verbal and oral communicator with the ability to articulate complex programs at the right altitude for the audience
• Loves improving workflows through business systems with a passion for a single source of truth documentation
• Understanding of Excel, sheets, SQL, and data analytics tools

Responsibilities

• Responsible for increasing operational efficiency across our core XF workflows by solving data discrepancies
• Partner with our Annual Compliance, Client Transition, Corrections, and Client Operations teams to identify and manually reconcile data discrepancies enabling those teams to complete work in a timely manner
• Partner with R&D teams to understand the scope & action required to reconcile data discrepancies including executing manual reconciliations
• Run SQL queries to investigate and identify data discrepancies
• Respond to escalation and time-sensitive data reconciliation requests from our XF stakeholders
• Identify and eliminate root cause issues that generate data discrepancies with our R&D teams
• Project manage cross-functional teams' data reconciliation projects aligning teams on goals

Benefits

• Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)
• 100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents
• Opt-out credit if all three plans are waived
• Eligibility to participate in Health Savings Account and Flexible Spending Accounts
• Disability and life insurance options
• Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents
• Paid parental leave for birthing and non-birthing parents
• 1 - month Sabbatical after 5 years of employment
• Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year