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Reconciliation analyst skills for your resume and career

Updated January 8, 2025

4 min read

Quoted experts

Dr. Mark Evans,

Candace Esken Ph.D.

Below we've compiled a list of the most critical reconciliation analyst skills. We ranked the top skills for reconciliation analysts based on the percentage of resumes they appeared on. For example, 12.1% of reconciliation analyst resumes contained reconciliations as a skill. Continue reading to find out what skills a reconciliation analyst needs to be successful in the workplace.

15 reconciliation analyst skills for your resume and career

1. Reconciliations

Here's how reconciliation analysts use reconciliations:

Executed all aspects of the international account reconciliations and settlements with international vendors, including currency exchange.
Generate reporting for all reconciliations completed and distribute to project managers as needed.

2. Portfolio

Here's how reconciliation analysts use portfolio:

Investigated and resolved any discrepancies in cash and security positions with Rockefeller Financial Portfolio Managers, custodians and third party clients.
Corresponded with management and Portfolio Analysts to determine correct transactions to post in portfolio reporting system.

3. Reconciliation Process

Here's how reconciliation analysts use reconciliation process:

Analyzed client and/ or compliance requirements to establish priority for conducting reconciliation process and meeting frequency standards/ service level agreements.
Documented and understand assigned market contracts for deadlines, reporting requirements, and configuration of Premium Reconciliation process/system.

4. Financial Reports

Here's how reconciliation analysts use financial reports:

Review financial reports for accuracy and distributes accordingly.
Prepared month-end financial reports for customers.

5. Securities

Here's how reconciliation analysts use securities:

Settled mortgage-backed securities and processed trade adjustments/interest on collateral, loan, and repurchase agreements.
Perform research on corporate actions complex financial transactions, and complex securities

6. SQL

Here's how reconciliation analysts use sql:

Modified and improved the Call Center's Phone Monitoring database, and created a table of User-defined Queries using SQL.
Analyzed and validated group purchasing sales data to verify contract pricing using Microsoft Excel, Access and SQL reporting.

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7. Derivative

Here's how reconciliation analysts use derivative:

Trained in the structure and execution of Derivative Collateral Agreements.
Issued and responded to daily derivatives margin calls.

8. Pivot Tables

A pivot table is a technique used in data processing to arrange and rearrange statistics to prioritize useful information. The aim of a pivot table is to summarize the findings and interpretations of the data extracted. Pivot tables take information from a database or spreadsheet to report sums, average, and other such statistics. This technique is integral to data analysis since it turns the data to view it from different lenses and perspectives.

Here's how reconciliation analysts use pivot tables:

Created quires in Access to parse ambiguous data into usable information -Utilized pivot tables to organize Access database into presentable information
Created performance charts/grafts through excel spreadsheets and pivot tables for engineers and senior management requirements.

9. Bloomberg

Bloomberg is a news company that provides real-time and historical prices, financial data, news and insights, stock analysis and trends, as well as information and reports on the entire economy. Bloomberg harnesses the power of technology to connect the world's decision-makers with accurate financial market intelligence and help them make faster, smarter decisions.

Here's how reconciliation analysts use bloomberg:

Researched corporate actions and security pricing using Bloomberg and bank websites to provide accurate information for processing within the database.
Navigate Bloomberg to investigate correct corporate actions and calculate dividend differences on international accounts.

10. Fixed Income

Here's how reconciliation analysts use fixed income:

Reconcile equity and balance international and fixed income accounts between TBCAM's internal accounting system and the custodian bank's statements.
Set up data mapping procedures for assigned equity and fixed income accounts and cross referenced data for system validation.

11. Strong Analytical

Here's how reconciliation analysts use strong analytical:

Demonstrated strong analytical and business problem solving skills; able to understand complex business system functionality and develop strategies.
Applied strong analytical and organizational skills including thoroughness and attention to detail to accommodate changing priorities and work assignments.

12. Data Analysis

Here's how reconciliation analysts use data analysis:

Conducted data analysis and collaborated with customers/distributors, field sales, credit and materials management to enhance the agency process.
Recommended solutions based on data analysis to increase business efficiency and/or improve existing processes related to error handling.

13. Bank Accounts

Here's how reconciliation analysts use bank accounts:

Reconcile various mutual fund bank accounts, monitor and research out of balance items and verify accuracy of operational processing.
Review bank accounts and checks balances against ledger amounts and verified that such amounts agree with financial statement items.

14. Treasury

Here's how reconciliation analysts use treasury:

Frequent correspondence with Treasury Management Officers at various Banks.
Identified, analyzed, and corrected two lines of business where cash activity was not fed to treasury for two years.

15. Account Reconciliations

Here's how reconciliation analysts use account reconciliations:

Assisted with month-end and year close activities; prepared account reconciliations/resolved discrepancies.

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What skills help Reconciliation Analysts find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What reconciliation analyst skills would you recommend for someone trying to advance their career?

Dr. Mark Evans

Area Chair and Dale K. Cline Associate Dean for Accountancy, Wake Forest University

Don't stop learning. Treat your first job like more graduate school. Learn everything you can.

What soft skills should all reconciliation analysts possess?

Candace Esken Ph.D.

Assistant Professor of Management & Leadership, Bradley University

Excellent communication skills are absolutely essential for management analysts. Usually, these skills are best demonstrated during the interview process with little room for error. In addition, applicants should have strong interpersonal skills because much of their job requires them to work with managers and employees of various organizations. Furthermore, soft skills such as leadership, confidence, and time management are highly valued.

What hard/technical skills are most important for reconciliation analysts?

Candace Esken Ph.D.

Assistant Professor of Management & Leadership, Bradley University

The most important hard skills for management analysts are problem-solving, data analysis, and presentation skills. The central focus of their work revolves around solving problems for clients by analyzing large chunks of data and drawing meaningful conclusions. Analysts also spend a great deal of time creating sophisticated presentations to enhance communication with clients. Management Analysts should be especially skilled with excel and PowerPoint.

Do you want to know more?

List of reconciliation analyst skills to add to your resume

The most important skills for a reconciliation analyst resume and required skills for a reconciliation analyst to have include:

Reconciliations
Portfolio
Reconciliation Process
Financial Reports
Securities
SQL
Derivative
Pivot Tables
Bloomberg
Fixed Income
Strong Analytical
Data Analysis
Bank Accounts
Treasury
Account Reconciliations

Process Improvement
General Ledger Accounts
Journal Entries
External Clients
Cash Management
Data Integrity
Medicaid
Financial Data
EDI
Customer Accounts
FX
Company Database
Payroll
ACH
Client Accounts

Financial Statements
CMS
Reconciliation Reports
Balance Sheet
Account Balances
MSP
Financial Transactions
State Regulations
Billing Reconciliation
Clearing Accounts
SOX
GAAP
Premium Payments
Corporate Actions
Bank Statements

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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