Financial Analyst
About The Position
The Financial Analyst will play a critical role in enabling the sales and contracting processes, driving financial performance, and supporting strategic decision-making across the organization. In this role, the Financial Analyst will support quoting, financial reporting, budgeting, forecasting, and other various initiatives. This position will have a particular focus on pricing client engagements, confirming contract and project economics, and supporting revenue calculations. This position requires a strong analytical mindset and excellent financial modeling skills. The role will be diverse, challenging and offer opportunities for autonomy and growth.
Requirements
- 0 to 2 years of financial analysis experience, preferably within investment/corporate banking, financial due diligence, financial planning & analysis, or consulting
- Fall 2026 or Spring 2027 Graduation Date
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Proficient in financial modeling and data analysis
- Strong problem solving and analytical skills
- Excellent communication and presentation (verbal and written) skills
- History of self-motivation, natural curiosity, independent and analytical thinking, problem solving, continuous process improvement
- Work broadly across multiple parts of an organization
- High-level of curiosity and interest in becoming intimately familiar with the operations of a growth-stage company
- Personable attitude and comfort working across combination of in-person and remote environments
- Ability to embrace Clearwater’s CLEAR core values (Commitment to Client Success, Lead with Accountability, Integrity & Collaboration, Excellence in All That We Do, Advance Colleague Success, Respect & Transparency) and culture
- Remain current with industry trends, financial regulations, and best practices through ongoing education and professional development opportunities
- Independently continues education and improvement of technical skills through coursework and certifications
- Actively seek opportunities to improve financial analysis and reporting capabilities through new tools, technologies, or methodologies
- Participation in leadership or mentorship programs to enhance management skills and future growth potential within the organization
- Fast paced environment handling multiple demands.
- Must be able to exercise appropriate judgment as necessary.
- Requires a high level of initiative and independence.
- Requires the ability to use a personal computer for extended periods of time.
Responsibilities
- Quote client engagements
- Review contracts to confirm pricing details
- Steward the financial transition from closed won opportunities to started projects
- Support financial reporting functions across the business
- Key performance reporting, including performance vs budget and KPI reporting
- Monthly sales performance analysis and sales commissions calculations
- Support preparations of board of director packages, executive dashboards, and other executive level presentations
- Providing management with information vital to the decision-making process
- Prepare ad hoc analysis as needed
- Other duties, as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
