TheProfessional Servicesdivisionis responsible fordelivery of change/transformation/advisoryservicesto existing clients onClearwater’s SaaS platform.We work in conjunction with Client Services toidentifyopportunitiesforvalue-added services to steady state clientsand implement change projects for our clients.
A Subject Matter Expert (SME) workson a variety ofclient projects in Investment Accounting, General Ledger,Client Reportingand Derivatives & Alternatives assetclasses.Allclient 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, bespokereportsetc.
SMEsare an integral part of a collaborative division spanninganalysts,teamleadsand program managers.Collaborating withclient services, globaldeliveryand R&Dteams,they strategize and enhance our product offering, streamline client’schange managementexperience, and expediate deliverytimeframesthrough scalable processes.
Responsibilities:
Proactivelyidentifiesopportunities forvalue-added professional services with existing steady state clients by working closely with Client Servicesand Clearwater leadership teams.
Hands-onexpertisein Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire ofbestpracticesolutions.
Expert in requirements analysis and solution designconsidering both complexity and scale.
Strategizes withclient services,product management and development teams to enhance the clientchange managementexperience,optimizedeliverytimeframes, andestablishrepeatable, scalable processes.
Serves as a trusted client advocate and a confident client advisor.
Required skills:
Bachelors/master's in finance/accountingor related field.
7+years ofrelevantexperience in related field.
CFA or CPA is desirable.
Proven experience in Client Servicing and/or Onboarding teams in Clearwater.
Advanced Experience with General Ledger systems and period-end close processes.
Advanced Knowledge of investment accounting policies and procedures.
Securities or financialmarketsexperience, especially involvingalternative assets.
Knowledge in at least one specific market/regulatory regime (e.g.NAIC,Local GAAP).
Knowledge of CW platformdata migration processes– inbound/outbound feeds,cost basis file load, load parallelsetc.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills; strongproblem-solving abilities.
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