Job Description

POSITION SUMMARY

The Credit and Client Banking Analyst ensures the accuracy and efficiency of financial data and processes. This role involves analyzing transactions, reconciling complex accounts, and identifying discrepancies across systems. Analysts support decision-making through data insights, contribute to financial close and audits, and drive process improvements. Success requires strong financial systems knowledge, analytical skills, and a proactive approach to operational excellence.

DUTIES INCLUDE:

  • Perform daily to quarterly reconciliations of bank accounts, G/L and control accounts, client cash management, rebalancing, and other items impacting the general ledger.

  • Analyze daily cash sweep files to ensure optimal liquidity and maintain sufficient cash flow for operational and funding requirements.

  • Responsible for monitoring, analyzing and resolution of complex escalations in a timely manner.

  • Inves...

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