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    Professional Services Consultant - Boise, United States - Clearwater Analytics Holdings Inc.

    Clearwater Analytics Holdings Inc.
    Clearwater Analytics Holdings Inc. Boise, United States

    1 week ago

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    Description

    Job Summary:
    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.


    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.

    Required skills:

    • 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.

    Education and Experience:

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

    What we offer:

    • 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
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