Key Facts

Remote From:

Freelance

English

Hard Skills

General Ledger Investment Account Management Cross-Functional Collaboration Financial Statements Analytical Dashboard Data Integration Standard Operating Procedure Microsoft Business Intelligence Month-End Closing Change Management Developing Training Materials Customer Relationship Management Content Filtering Excel Formulas Accounting Financial Accounting Integrated Reporting Internal Documentation

Other Skills

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Consulting
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Teamwork
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Detail Oriented
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Communication

Roles & Responsibilities

Certified Bachelors/Masters in Finance/Accounting or related field.
Good knowledge of investment accounting policies and procedures.
Proven expertise in General Ledger systems and period-end close processes.
Securities or financial markets experience, involving both vanilla and alternative assets.

Requirements:

Implements change/transformation/advisory projects for clients, in conjunction with Client Services and Clearwater leadership teams.
Hands-on configuration on Clearwater platform modules such as Accounting, Compliance, Risk, and Performance.
Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.
Shares knowledge of designing and implementing training materials and Standard Operating Procedures (SOPs).

Clearwater Analytics

About Clearwater Analytics

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

Company type: Large

Founded: 2018

Company size: 1001 - 5000

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Job description

Job Summary:

The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities around value-added services to steady state clients and implement change projects for our clients.  

A Professional Services Consultant works on a variety of client projects in Investment Accounting, General Ledger and Client Reporting. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc.

The Professional Services consultant is an integral part of a collaborative division spanning SMEs, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they implement change management experience for our customers, and expediate delivery timeframe through scalable processes.

Responsibilities:

Implements change/transformation/advisory projects for our clients, working in conjunction with Client Services and Clearwater leadership teams.
Hands-on configuration on Clearwater platform modules such as Accounting, Compliance, Risk, and Performance.
Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.
Shares knowledge of designing and implementing training materials and Standard Operating Procedures (SOPs).
Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops.

Required skills:

Good knowledge of investment accounting policies and procedures.
Proven expertise in General Ledger systems and period-end close processes.
Securities or financial markets experience, involving both vanilla and alternative assets.
Knowledge in at least one specific market/regulatory regime (e.g. NAIC, GAAP)
Excellent attention to detail and strong documentation skills.

Education and Experience: