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Control & Reconciliation Executive
Оценка ИИTriple Point — признанный лучший работодатель 2025 года с сильной корпоративной культурой (B Corp). Позиция предлагает отличные возможности для профессионального роста, поддержку в обучении (ACCA/CIMA) и доступ к передовым ИИ-инструментам.
Сложность вакансии
Оценка ИИРоль требует высокой точности и продвинутых навыков Excel для работы с большими данными. Необходим опыт в финансовом секторе (кредитование/лизинг) и понимание специфических схем отчетности (CBILS/RLS).
Анализ зарплаты
Оценка ИИЗарплата в вакансии не указана, но для позиции Executive в сфере Private Credit в Лондоне рыночный диапазон составляет £40,000–£55,000 в зависимости от квалификации (ACA/ACCA). Triple Point обычно предлагает конкурентные условия, соответствующие уровню 'Best Place to Work'.
Сопроводительное письмо
I am writing to express my interest in the Control & Reconciliation Executive position at Triple Point. With a strong background in financial operations and a proven track record in managing complex reconciliations within the lending sector, I am confident in my ability to contribute to the integrity of your Private Credit loan portfolio. My expertise in advanced Excel and experience with regulatory reporting like CBILS align perfectly with the requirements of this role.
Throughout my career, I have focused on improving data quality and automating manual processes to enhance operational efficiency. I am particularly drawn to Triple Point’s commitment to being a certified B Corp and your innovative approach to integrating AI tools like ChatGPT Enterprise into daily workflows. I am eager to bring my analytical mindset and proactive problem-solving skills to a team that values thoughtful action and continuous improvement.
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Описание вакансии
Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.
There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times *'Best Place to Work 2025'*.
If this sounds like an environment where you would flourish, then read on…
| The Function & Team Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity. |
| The Role The Control & Reconciliation Executive will play a key role in ensuring the integrity and accuracy of financial and operational data across the Private Credit loan portfolio. This role will be responsible for overseeing key reconciliations, reviewing financial data, investigating discrepancies, and ensuring that operational controls are operating effectively. The individual will work closely with the Operations and Finance teams to maintain robust processes and improve data quality across the lending platform. The role requires strong analytical capability, excellent Excel skills, and a proactive approach to problem solving. The successful candidate will also support the ongoing improvement and automation of processes as the Private Credit platform continues to scale. |
| Key Responsibilities Reconciliations & Controls Oversight and review of participation contracts, including reconciliation of balances and investigation of discrepancies Review and support of bank reconciliations to ensure accuracy and completeness Review and investigation of unallocated cash, ensuring timely resolution Own the reconciliation of transactions across the loan administration platform and banking records Ensure consistency and integrity of financial and operational data across loan administration systems, banking records, and reporting outputs Ensure appropriate documentation and evidence of reconciliations and controls Escalate material discrepancies, control breaches, or operational issues to appropriate stakeholders in a timely manner Maintain and monitor key financial and operational controls to ensure compliance with internal policies and regulatory requirements Reporting & Data Oversight Responsible for CBILS and RLS reporting, ensuring data accuracy and timely submission Preparation and upload of HPI reporting and related regulatory or internal reporting requirements Review financial and operational data for accuracy and completeness Financial Operations Support Support FX related processes and reviews where applicable Assist with the investigation and resolution of operational discrepancies across the loan book Work closely with Finance and Operations teams to ensure accurate posting and reporting of transactions Process Improvement & Automation Identify opportunities to improve processes, strengthen controls, and reduce manual intervention Support the implementation of new operational processes and system enhancements Contribute to automation initiatives, particularly through advanced use of Excel and data analysis tools Maintain and update process documentation and operational procedures where improvements or changes are implemented |
| Qualifications: Part-qualified or studying towards a professional accounting qualification (ACA / ACCA / CIMA) desirable, or extensive relevant professional experience (qualified by experience) Experience working in financial operations, finance, or accounting within a lending, leasing, or financial services environment Strong experience in financial reconciliations, including bank, ledger, and transactional reconciliations Experience reviewing and reconciling loan balances, participation arrangements, or complex financial transactions Proven ability to investigate and resolve discrepancies across financial records, operational systems, and banking records Understanding of internal controls, financial governance frameworks, and audit documentation standards Experience supporting regulatory or scheme-based reporting (e.g., CBILS, RLS, or similar government-backed lending schemes) desirable High level of attention to detail and data accuracy Strong analytical and problem-solving capability, with the ability to investigate discrepancies and identify root causes Process-oriented mindset with a focus on continuous improvement IT Skills: Advanced Excel skills (pivot tables, lookups, data reconciliation, handling large datasets) Experience with financial systems, loan administration platforms, or banking systems Knowledge of data extraction, validation, and reconciliation across multiple systems Experience supporting automation initiatives or operational system enhancements * Ability to identify inefficiencies in processes and implement improvements |
| Competencies Strong problem-solving and continuous improvement mindset Excellent organisation and documentation skills, including maintaining clear evidence of reconciliations and controls Ability to prioritise and manage multiple deadlines Strong communication and stakeholder collaboration skills, particularly when working with Finance, Operations, and other internal teams |
| Why Join us? You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued. Be part of a growing and innovative team We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression. Opportunities for professional development and career progression. At Triple Point, high performance means living our values every day: · Stay Curious. · Be Generous. · Take Thoughtful Action. · Pull Together. · Own It. In line with our values *Stay Curious and Take Thoughtful Action* every employee has access to ChatGPT Enterprise** and is encouraged to explore how AI and automation can enhance their work. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement. |
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Apply today for further information!
Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
STRICTLY NO AGENCIES
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Навыки
- Data Analysis
- Excel
- Accounting
- Financial Reporting
- Internal Controls
- CIMA
- ACA
- ACCA
- Financial Reconciliation
- Private Credit
- Banking Systems
Возможные вопросы на собеседовании
Проверка технических навыков работы с данными и способности к автоматизации.
Расскажите о самом сложном процессе сверки, который вы автоматизировали или улучшили с помощью Excel. Какие функции вы использовали?
Оценка способности кандидата находить и устранять коренные причины ошибок.
Опишите ситуацию, когда вы обнаружили значительное расхождение в данных. Как вы проводили расследование и каков был результат?
Проверка знаний в области регуляторной отчетности, упомянутой в вакансии.
Какой у вас опыт работы с государственными программами кредитования, такими как CBILS или RLS? С какими сложностями в отчетности вы сталкивались?
Оценка понимания внутреннего контроля и аудита.
Как вы обеспечиваете надлежащее документирование контрольных процедур для прохождения внешнего или внутреннего аудита?
Проверка соответствия ценностям компании (Stay Curious / Own It).
Как вы используете современные технологии или ИИ в своей повседневной работе для повышения эффективности?
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