Financial Analyst

As a Financial Analyst with Clearwater, you will work in a small, collaborate team with high visibility and a hybrid working model. In this role, you will develop, interpret and implement financial concepts for financial planning and control. You will perform technical analysis to determine present and future financial performance and gathers, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. In addition, you will perform economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.

What you will do:

• Prepare reports on financial performance and trends and communicate the insights of these reports to the wider business
• Consult with the management team to develop long-term budget plans
• Suggest budgets and improvements based on the above information
• Develop financial models providing financial forecasts
• Develop initiative and policies that may improve financial growth

Who you are:

• Bachelor’s degree in Accounting, Finance, or Business-related field with 2+ years relevant experience
• Advanced Excel user (Vlookup, pivot tables, etc.).
• Proficient user of PowerPoint, including the ability to make a variety of charts
• Ability to make decisions based on precedent and solve arising problems using sound business judgment and experience
• Strong analytical, quantitative and problem-solving skills
• Excellent written and verbal communication skills with the ability to communicate effectively with senior leaders and other business partners
• Ability to work independently and as a team member with excellent interpersonal skills
• Demonstrated self-starter with the ability to work in a fast-paced, challenging and changing environment
• Ability to lead special projects working with cross functional areas throughout the company
• Detailed-oriented with a commitment to producing reliable work product

Bonus points:

• SaaS (software-as-a-service) or other technology industry related experience
• Securities, financial markets, or fintech knowledge (or desire to learn)
• Experience with accounting software, such as NetSuite (or desire to learn)
• Experience with cloud-based financial planning software, such as Adaptive Insights (or desire to learn)
• SQL and database query experience (or desire to learn)

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
• RSUs as well as employee stock purchase plan and 401k with match
• PTO and volunteer time off to give back to the community
• Defined and undefined career pathways allowing you to grow your own way
• Work from anywhere 3 weeks out of the year
• Hybrid, flexible working schedules
• Maternity and paternity leave