Lead Reconciliation Implementation Associate (Finance)

Location: Onsite office in Boise, United States

Salary: $62,000–$85,000 annual salary, depending on experience

Company

hirify.global provides investment data and analytics solutions for clients.

What you will do

• Complete reconciliation for client investment books during onboarding, with a focus on automation and scalable operating models.
• Establish reconciliation processes and thresholds, gather requirements, and design automated workflows.
• Back reconcile, normalize, and automate data from safekeeping institutions, third-party sources, and order management systems.
• Analyze and validate investment data, monitor discrepancies, and ensure data accuracy.
• Communicate project progress and risks with Stream Leads and Project Managers.
• Apply knowledge of investment accounting, financial statements, amortization, interest income, yields, fixed income, equities, and client security types.

Requirements

• At least 2 years of relevant experience.
• Bachelor’s or Master’s degree, preferably in finance or accounting.
• Basic Excel skills, including VLOOKUP, SUMIF, and Pivot Tables.
• Basic knowledge of accounting principles and financial instruments.
• Strong Microsoft Office and computer skills, attention to detail, documentation, organization, communication, and interpersonal abilities.
• Exceptional problem-solving and mathematical skills, with a strong desire to learn and improve.

Culture & Benefits

• Full-time employment in an office-based role.
• Emphasis on continuous learning and improvement.
• Collaborative work with stakeholders, Stream Leads, Project Managers, and client teams.