Sr. Subject Matter Expert - Implementations

Responsibilities

• Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams.
• Hands-on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions.
• Expert in requirements analysis and solution design considering both complexity and scale.
• Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes.
• Serves as a trusted client advocate and a confident client advisor.

Requirements

• Bachelors/master's in finance/accounting or related field.
• 7+ years of relevant experience 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 financial markets experience, especially involving alternative assets.
• Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP).
• Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load, load parallels etc.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills; strong problem-solving abilities.

Skills

• Hands-on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports.
• Advanced Experience with General Ledger systems and period-end close processes.
• Advanced Knowledge of investment accounting policies and procedures.
• Securities or financial markets experience, especially involving alternative assets.
• Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP).
• Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load, load parallels etc.
• Outstanding verbal and written communication skills.
• Strong problem-solving abilities.

Pay

TBD

Schedule

TBD

Benefits

N/A