Professional Services Consultant

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. IFRS, GAAP, Solvency II)
Excellent attention to detail and strong documentation skills.

Education and Experience:
Degree in Finance/Accounting or related field.
2+ years of relevant experience in a related field.

About Clearwater Analytics:

Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution, automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing on more than $6.4 trillion in assets spanning traditional and alternative asset types.

Our mission: To be the world’s most trusted and comprehensive technology platform that simplifies the entire investment lifecycle and eventually revolutionizes the world of investing.