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 for value-added services to steady state clients and implement change projects for our clients.
A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. 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.
SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client’s change management experience, and expedite delivery timeframes through scalable processes.
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.
Required skills
- 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.
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 for value-added services to steady state clients and implement change projects for our clients.
A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. 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.
SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client’s change management experience, and expedite delivery timeframes through scalable processes.
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.
Required skills
- 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.
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