Professional Services Consultant

Clearwater Analytics • Boise, ID

1d

About The Position

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.

Requirements

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

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.

Benefits

• Business casual atmosphere in a flexible working environment
• Team focused culture that promotes innovation and ownership
• Access cutting edge investment reporting technology and expertise
• Defined and undefined career pathways allowing you to grow your own way
• Competitive medical, dental, vision, and life insurance benefits
• Maternity and paternity leave
• Personal Time Off and Volunteer Time Off to give back to the community
• RSUs as well as employee stock purchase plan and 401k with match
• Work from anywhere 3 weeks out of the year
• Work from home Fridays

What This Job Offers

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