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Guidehouse Reconciliations Manager in New York, New York


Guidehouse is a leading global provider of consulting services to the public and commercial markets with broad capabilities in management, technology, and risk consulting. We help clients address their toughest challenges and navigate significant regulatory pressures with a focus on transformational change, business resiliency, and technology-driven innovation. Across a range of advisory, consulting, outsourcing, and digital services, we create scalable, innovative solutions that prepare our clients for future growth and success. The company has more than 10,000 professionals in over 50 locations globally. Guidehouse is a Veritas Capital portfolio company, led by seasoned professionals with proven and diverse expertise in traditional and emerging technologies, markets, and agenda-setting issues driving national and global economies. For more information, please visit: www.guidehouse.com.


Responsible for directing overall strategy, milestones, and efficiency of all FTA operations, including serving as the main operational point of contact for client stakeholders, making staffing decisions, and setting operational objectives and priorities.

  • Completes analytical and operational functions timely and in accordance with standard operating procedures, reviewing material account balances and transactions on a regular basis to ensure accuracy and completeness.

  • Serves as client’s primary subject matter expert on Fiscal Transfer Agent functions.

  • Directs Manager’s daily activities related to all FTA functions, including task prioritization and monitoring the speed of execution.

  • Serves as final quality reviewer of work performed by Manager, analyzing reports/reconciliations/transactions for accuracy and completeness.

  • Provides decisions on escalated issues of non- compliance, excessive risk or items outside standard operating procedures.

  • Resolves escalated customer issues and inquiries.

  • Serves as subject matter expert in system development, testing and business process re- engineering.

    Reviews and provides expertise on proposals in the Financial Services sector.


Abilities/Skills/Knowledge required by the position:

Knowledge of Settlements, Pooling, Certificate Transfers, Payoffs and Defaults and customer service for broker dealers, pooling agents and investors. Must be able to lead a team focused on processing new sales into the secondary market. Must also be capable of leading reporting processes for a loan portfolio of over 300,000 loans, plus a master reserve fund of approximately $3.5 Billion. Must have strong analytical and quality control skills. Must know data points for securities and must be capable of leading reporting processes for secondary markets. Strong communication and problem solving skills; technically proficient in Microsoft Office solutions.

Supervisory Controls: Ability to meet established Service Level Agreements, overall contractual obligations and position responsibilities is measured by the Operations Director.

Guidelines, Procedures, Other Controls:

Established Standard Operating Procedures & Guidelines, Monthly Key Risk Indicator and Productivity reporting and compliance monitoring, Internal Audit, Risk Management and Quality Assurance Reviews.

Additional Requirements

Minimum years of experience to qualify for position: 11-15

Bachelor’s Degree Required


About Guidehouse

Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Rewards and Benefits

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

  • Medical, Rx, Dental & Vision Insurance

  • Position may be eligible for a discretionary variable incentive

  • Personal and Family Sick Time & Company Paid Holidays

  • Parental Leave and Adoption Assistance

  • 401(k) Retirement Plan

  • Basic Life & Supplemental Life

  • Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

  • Short-Term & Long-Term Disability

  • Tuition Reimbursement, Personal Development & Learning Opportunities

  • Skills Development & Certifications

  • Employee Referral Program

  • Corporate Sponsored Events & Community Outreach

  • Emergency Back-Up Childcare Program