Business Analyst

Clearwater Analytics • Boise, ID

7d

About The Position

We are seeking a detail-oriented and highly proficient Business Analyst to join our team. This role will be responsible for maintaining, enhancing, and consistently delivering accurate reports using mainly Excel, Power BI, and our data-lake. You will be focused on reporting, automation, dashboarding and analyzing data to provide actionable insights to guide leadership and executive decisions. The ideal candidate will be passionate about excel, data, process improvement, and using technology to streamline reporting. Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com. Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.

Requirements

• Excellent Excel Skills are a must: Overall expert-level Excel skill. Ideally proven experience in modeling.
• Strong command of data extraction and management in Excel.
• Experience with VBA and macros for automation.
• Ability to structure large, complex datasets for reporting efficiency.
• Strong attention to detail and accuracy.
• High degree of Intellectual curiosity and intellectual honesty.
• Reasonable proficiency and knowledge of financial and business metrics.
• Ability to work with sensitive and confidential information discreetly.
• Excellent analytical, problem-solving, and time management skills.
• Effective communication skills with both technical and non-technical audiences.
• Proficiency in MS Office Suite; familiarity with SharePoint, Power BI, or similar tools is a plus.
• Bachelor’s degree, preferably in a tech or stem related field.
• 5+ years of experience in HR/financial/business/sales reporting, data analysis, or similar role.
• Expertise using Excel.

Responsibilities

• Prepare, update, and deliver reports in Excel on a regular schedule (weekly, monthly, quarterly) to various internal stakeholders.
• Design, develop, improve and streamline our current reporting structure according to business and leadership needs.
• Ensure data integrity, consistency, and compliance with company policies and data privacy regulations.
• Create, maintain, update and improve forecasts and models.
• Provide ad-hoc reporting support when urgent data requests arise.
• Develop new ways of automating tasks and improve the overall department and area efficiency.
• Design standardized templates and processes to ensure consistency in reporting.
• Build interactive and visually appealing dashboards to present data effectively.
• Analyze data to identify patterns, trends, and opportunities and support leadership with data-driven recommendations.
• Keep track of business metrics.
• Manage our datasets in the data warehouse.
• Partner with Business Partners, Talent Acquisition, Scorecard Management team, Office of the CEO, etc. to gather and validate data.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level