Subject Matter Expert – Professional Services
| Company | Clearwater Analytics |
|---|---|
| Location | Boise, ID, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Expert or higher |
Requirements
- Advanced Experience with General Ledger systems and period-end close processes.
- Advanced Knowledge of investment accounting policies and procedures.
- Securities or financial markets experience, especially involving alternative assets.
- Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP).
- Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load, load parallels etc.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills; strong problem-solving abilities.
Responsibilities
- Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams.
- Hands-on expertise in Clearwater’s core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions.
- Expert in requirements analysis and solution design considering both complexity and scale.
- Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes.
- Serves as a trusted client advocate and a confident client advisor.
Preferred Qualifications
- CFA or CPA is desirable.