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Reconciliation and Analysis (R&A) and Client Invoicing (CI) Head

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Job Description - Reconciliation and Analysis (R&A) and Client Invoicing (CI) Head

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

At BBH, you’ll join a collaborative, inclusive environment where you can grow your expertise and take on new challenges. You’ll have direct access to clients, information, and leaders across the firm, enabling you to make an impact and be position for success.

We offer competitive benefits that support your health, financial well‑being, and work–life balance, along with opportunities to give back through our BBH Cares program. Our culture values diverse perspectives, continuous learning, and the flexibility you need at every stage of your career.

What would you do as Reconciliation and Analysis (R&A) and Client Invoicing (CI) Head:

Reconciliation and Analysis (R&A) and Client Invoicing (CI) are key risk‑focused functions within Shared Services under Service Delivery. 
R&A team is responsible for the full scope of cross discipline reconciliations, reporting, working closely with selected global vendors, collaborating across disciplines for R&A needs and escalation practices to achieve timely resolution of operational exceptions.  Client Invoicing team is responsible for working across disciplines for invoice creation, working closely with Relationship Excellence and Global Client Service teams on invoice needs and global vendors delivering timely invoices to clients for various products. 

You will lead a multi-functional area across multiple locations or oversees a significant business discipline, function or multiple work groups.   Participating in formulating strategy and future direction, she/he has primary responsibility over its execution in an assigned area.  This position directs various programs, people and client relations by aligning processes and technology to overall business goals and strategy.  This position has multiple Section Managers reporting to them.  He/she oversees department operations and budget and ensures success through implementing new strategic objectives in terms of technology, collaboration across business lines, product competitiveness, as well as budget and expense management aligned to business goals.  The role requires effectively managing complex issues and/or high-risk items with potential exposure that can significantly impact the areas under management and/or the firm.  He/she is a thought leader and subject matter expert whose influence extends across clients, regulators, and third-party vendors.  This position requires the ability to lead management and staff across multiple locations to effectively operate as one team in line with the departments and firm’s overall strategy. 

Key responsibilities include:
 

Productivity/ Operations Management

  • Overseas full scope of cross functional reconciliation products with both internal and external counterparties; risk oversight. 
  • Ensure the smooth, effective operation of the department including proper product delivery, proper escalation and resolution of high exposure items, maintaining the proper balance of cost, control and client service (3Cs), and maintaining proper standards and controls.
  • Operates in a highly global environment, supporting markets internationally. Work presence is distributed across multiple geographies, and third party outsource providers.

Control/Business Planning

  • In conjunction with DE, develop, maintain and achieve an integrated Business Plan for the department; focuses on policy implementation and strategy development for assigned area.
  • Business plan aligns organizational structure, systems priorities, management reporting, job descriptions, and budget establishment in support of business goals and overall strategy.

People Management

  •  Develop staff members through appropriate recruiting, training, performance management and succession planning. 
  • Develop a qualified successor(s) and partner with Human Resources on recruiting, hiring and orientation. 
  • Ensure that the management team is properly aligned with the division strategy, goals, and objectives and has the information and tools necessary to progress.    

Process Improvement

  • Provides analysis of complex issues and creates new processes, systems or products/services for multiple functions or disciplines.
  • Develop and maintain a culture of results-oriented, continuous, process improvement including developing and achieving leap goals, challenging all processes, procedures and practices, focusing on solutions (not “good reasons”), and keeping abreast of new technologies and applications and their implications for the department.

Client Service/Management

  • Develop strong partner relations with other Service Delivery divisions, Risk, Client Service teams, Systems, Controllers, Treasury and Infomediary (Inv Ops).
  • Conduct client visits, presentations, walkthroughs and other sales and client retention activities. 
  • Build and foster effective and productive relationships with peers across business lines.
  • Finds opportunities to expand BBH relationships and enhance client experience.    
  • Responsible for providing excellent client service and solutions which improve client STP.

Product Development

  • Ensure standard suite of products is competitive, strategic, well defined and critical to our clients.
  • Identifies trends and assesses capabilities of BBH to meet market requirements.    

Desired Qualifications:

  • Demonstrates strategic leadership and the ability to make high – impact independent decisions
  • Effectively leads and coordinates initiatives across multiple offices and geographies.
  • Able to build long- term positive relationships, engage with senior leaders, peers and direct reports.
  • Brings significant experience in business analysis and process optimization
  • Experienced in full‑scope people management, building high- performing teams, recruiting, performance assessment, talent development, inclusive leadership.
  • Inspires and motivates teams toward the organization’s vision and strategic priorities
  • Consistently achieving outcomes aligned with business goals and budget expectations
  • Feels comfortable at navigating ambiguity and applying problem‑solving to drive results
  • Proven ability to manage conflict constructively and remove obstacles to success
  • Recognized subject‑matter expert with specialized expertise critical to our Firm and influential to business outcomes.
  • Represents strong executive and inclusive communication skills, including delivery of strategic presentations and business case narratives
  • Customer quality oriented, represented professionalism and credibility during client interactions, including visits, presentations, and daily tasks of the group.
  • Demonstrates a continuous‑improvement mindset and high commitment to operational excellence

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

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About the Company

Brown Brothers Harriman & Co

Brown Brothers Harriman (BBH) is a privately owned and managed financial services firm. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management, and Investor Services. Without the distraction of third-party shareholders, our interests a...

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