Professional Services Consultant

21 Hours ago • 2 Years +

Job Summary

Job Description

The Professional Services Consultant works on client projects related to Investment Accounting, General Ledger, and Client Reporting. They implement change/transformation/advisory projects, configure Clearwater platform modules, and handle financial accounting and investment statements. They also share knowledge of training materials and SOPs. This role involves collaborating with various teams and requires expertise in financial accounting and investment policies, along with experience in client servicing and/or onboarding teams. The consultant serves as a client advocate and advisor. Projects are billable based on time & material or fixed fee billing.
Must have:
  • 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.
Perks:
  • 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

Job Details

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.  

• 2+ years of relevant experience in a related field. 

• Proven experience in Client Servicing and/or Onboarding teams in Clearwater.  

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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About The Company

Clearwater Analytics is a global industry-leading SaaS solution which automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio performance reporting, data aggregation, reconciliation, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing.

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