Lead Analyst, Account Reconciliation Governance
Syracuse, New York, United States
I led a team of analysts to maintain oversight on the account reconciliation policy for the entire company. This required the establishment and communication of written policy and creation of a full suite of internal procedures to provide guidance and stabilize processes. I developed repoire with analysts within all 25 reconciling teams through the implementation and direct training of Cadency Certification, a SaaS account reconciliation module powered by Trintech, in 2015. We used the application to centralize the location of all reconciliations, establish a single source of truth for balance sheet account balances, and semi-automate the account reconciliation process. The implementation won the 2015 Best Practices and Innovation Award.Additional responsibilities included execution of semi-annual reconciliation scoping, preparation and communication of monthly performance metrics, and direct involvement in the account reconciliation workflow, including preparation, manual journal entry parking, and E2E process improvement.