Responsibilities: 

• A leader in implementing Clearwater Way methodologies for client implementation and onboarding including aligning with Clearwater's Client Engagement Model. 

• Proactively identifies opportunities for improvement and takes the lead in developing solutions within their role or team. 

• Provides guidance to peers on industry knowledge although Clearwater-specific assumptions and functionality are still being developed. Not yet at a level to serve as a confident client advisor. 

• Applies Clearwater's core value proposition (aggregate reconcile report) in a general context and is developing expertise in at least one specific market/regulatory regime (e.g. IM US insurance Solvency II Local GAAP Canadian insurance). 

• Demonstrates confidence in handling financial accounting and Investment statements utilizing dashboards report manager formulas advanced grouping and filtering. 

• An expert in Clearwater's core offering of Accounting Compliance Risk and Performance reports with a robust repertoire of user stories used as best practice. 

• Effectively communicates and collaborates with a global team to resolve problems and address client inquiries accurately and efficiently. 

• Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs) while also influencing thought leadership and contributing to whitepapers. 

• Serves as a trusted client advocate and a confident client advisor. 

• Has the ability to influence project stakeholders by providing clear solutions for their requirements. 

• Strategizes with product management and development teams to enhance the client onboarding experience reduce delivery timeframes and establish repeatable scalable processes. 

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Required skills:  

• Advanced Skills in Project management tools (Clarizen Salesforce JIRA) and Clearwater tools/skills associated with area of expertise (e.g. asset classes accounting). 

• Advanced Knowledge of investment accounting policies and procedures. 

• Advanced knowledge Equities Fixed Income and structured products. 

• Proven history of proficient Excel use. 

• Dynamic problem-solving skills and an innate sense of curiosity. 

• Securities or financial markets experience especially involving derivatives alternatives structured products and/or fixed income. 

• Advanced Experience with General Ledger systems (e.g. Workday Peoplesoft) and period-end close processes. 

• Advanced Project management & Leadership skills. 

• Strong computer skills including proficiency in Microsoft Office. 

• Excellent attention to detail and strong documentation skills. 

• Outstanding verbal and written communication skills. 

• Strong organizational and interpersonal skills.  

• Exceptional problem-solving abilities. 

Education and Experience:  

• Bachelors/Masters course in Finance or Accounting or related field.  

• 7+ years of relevant experience in related field. 

What the Team is Saying

Clearwater Analytics (CWAN) Offices

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