Sr. Principal Consultant - Professional Services - Investment Accounting

1 Month ago • 8-10 Years

Job Summary

Job Description

The Senior Professional Services Consultant will be responsible for reviewing and analyzing investment accounting practices to provide strategic advice to clients facing accounting challenges. The role includes developing and implementing solutions for efficiency, compliance, and improved financial performance. Key responsibilities involve client consultation, thorough analysis of accounting practices, solution development, implementation support, training, project management, knowledge sharing, and collaboration with cross-functional teams. The candidate will be expected to manage multiple projects and stay current with industry trends.
Must have:
  • Strong understanding of investment accounting principles and practices.
  • Expertise in various investment products and strategies.
  • Experience with financial reporting and compliance.
  • Proficient in investment accounting software and data analysis tools.
Perks:
  • Business casual atmosphere
  • Team focused culture that promotes innovation and ownership
  • Access to 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
  • Work from home Fridays
  • Maternity and paternity leave

Job Details

Position Overview: We are seeking an experienced Senior Professional Services Consultant to join our team. In this role, you will leverage your expertise in investment accounting to review, analyze, and provide strategic advice to our clients facing accounting challenges. You will be responsible for developing and implementing solutions that drive efficiency, compliance, and overall financial performance.

Key Responsibilities:

  • Client Consultation: Engage with clients to understand their investment accounting issues, needs, and objectives, building strong relationships and trust.

  • Analysis & Review: Conduct thorough reviews of client accounting practices and investment portfolios, identifying areas for improvement and potential risks.

  • Solution Development: Create and recommend tailored solutions to address clients’ investment accounting challenges, including reporting, compliance, and operational efficiency.

  • Implementation Support: Guide clients through the implementation of recommended solutions, ensuring successful adoption and integration into their existing processes.

  • Training & Support: Provide training sessions and ongoing support to clients and internal teams on investment accounting principles, best practices, and software tools.

  • Project Management: Manage multiple projects simultaneously, ensuring timely delivery of services and adherence to client expectations.

  • Knowledge Sharing: Stay current with industry trends, accounting standards, and regulatory changes, sharing insights and knowledge with clients and colleagues.

  • Collaboration: Work closely with cross-functional teams, including product development, and client services, to align client needs with company offerings.

Required Skills:

  • Strong understanding of accounting principles and practices related to investments, including NAIC, GAAP, STAT, IFRS and relevant regulatory requirements, including the preparation of regulatory reports and compliance documents.

  • Expertise in various investment products and strategies, with knowledge of their accounting implications.

  • Experience with financial reporting, performance management, and compliance for investment vehicles

  • Proficient in investment accounting software (e.g., Clearwater, Eagle, PAM, Aladdin, CAMRA, Advent, Bloomberg) and data analysis tools (e.g., Excel, SQL, Tableau).

  • Expertise in developing and managing financial data management systems, including experience with end-to-end data solutions for investment accounting

  • Skilled in designing streamlined processes that enhance operational efficiency while ensuring alignment with financial management principles and regulatory requirements.

  • Proficient in analyzing current operating models and mapping business processes to identify inefficiencies, optimize workflows, and assess cost implications, utilizing performance metrics and key performance indicators (KPIs) to inform decision-making.

  • Proven ability to implement business processes and architectures within investment operations to enhance efficiency and accuracy.

  • Expertise in the following services/solutions: drafting and designing accounting policies, Financial Statement close process support, technical accounting research and advice.

  • Ability to create and deliver compelling presentations to communicate findings, recommendations, and the proposed target operating model to stakeholders

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or a related field; a Master’s degree,  CPA, CFA designation is preferred.

  • Minimum of 8-10+ years of experience in investment accounting, financial consulting, or a similar capacity.

  • Proven experience in client consulting and relationship management, having delivered prior multiple consulting assignments

What we offer:

  • Business casual atmosphere

  • 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 

  • Work from home Fridays

  • Maternity and paternity leave

Join us at Clearwater and be part of a dynamic team committed to delivering exceptional solutions to our clients. Apply now to embark on an exciting career journey with us! Salary will DOE and location. Base salary: $145k- $204k + bonus + RSUs.

Similar Jobs

Barracuda Networks Inc - Cybersecurity Developer

Barracuda Networks Inc

Ottawa, Ontario, Canada (Hybrid)
3 Months ago
gitlab - Senior Sales Analytics Analyst

gitlab

(Remote)
1 Month ago
Well - Data Engineer

Well

(Remote)
1 Month ago
luxsoft - Senior Murex Datamart Developer

luxsoft

India (Remote)
2 Weeks ago
Next Level Business Services - Data Scientist -  Full Time Only

Next Level Business Services

Redmond, Washington, United States (On-Site)
8 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

QuinStreet - Account Manager

QuinStreet

United States (Remote)
1 Month ago
luxsoft - Senior Developer (ReactJS)

luxsoft

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia (On-Site)
1 Month ago
Anthology - Senior Software Engineer I

Anthology

Bengaluru, Karnataka, India (Hybrid)
1 Month ago
Scopely - Lead Product Manager

Scopely

United States (Remote)
1 Month ago
Jagex Limited - Senior Anti-Cheating Specialist

Jagex Limited

Cambridge, England, United Kingdom (Hybrid)
3 Weeks ago
Unity - Senior Machine Learning/MLOps Engineer

Unity

San Francisco, California, United States (On-Site)
2 Months ago
Adyen - Senior Financial Risk Analyst

Adyen

Chicago, Illinois, United States (On-Site)
1 Month ago
Riot Games - Insights Analyst II, Wild Rift

Riot Games

Singapore (On-Site)
7 Months ago
Accenture - Application Developer

Accenture

Ahmedabad, Gujarat, India (On-Site)
1 Month ago
Ubisoft - Lead Development Tester

Ubisoft

Berlin, Berlin, Germany (Hybrid)
2 Months ago

Get notifed when new similar jobs are uploaded

Jobs in New York, United States

Philips - Head of Product Management, Acute Care Informatics

Philips

Cambridge, Massachusetts, United States (On-Site)
1 Month ago
TransUnion - Vulnerability Threat Management Lead

TransUnion

Chicago, Illinois, United States (Hybrid)
4 Weeks ago
bounteous - Sr. Director, Digital Strategy Health+ (Payor)

bounteous

United States (Remote)
4 Months ago
bytedance - Imaging System Architect

bytedance

San Jose, California, United States (On-Site)
1 Month ago
Intel  - Sr Design Verification Engineer

Intel

Santa Clara, California, United States (On-Site)
1 Month ago
smartbear - Enterprise Account Executive

smartbear

Somerville, Massachusetts, United States (Hybrid)
1 Month ago
Electronic Arts - Senior Director, Global Compensation

Electronic Arts

Austin, Texas, United States (On-Site)
2 Months ago
fireaxis - Live Services Engineer

fireaxis

Sparks Glencoe, Maryland, United States (Hybrid)
1 Month ago
Scale AI - Senior Product Designer

Scale AI

San Francisco, California, United States (On-Site)
3 Weeks ago
Zinnia - Finance Specialist

Zinnia

Topeka, Kansas, United States (Hybrid)
4 Weeks ago

Get notifed when new similar jobs are uploaded

Similar Category Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!

About The Company

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

San Jose, California, United States (On-Site)

Boise, Idaho, United States (On-Site)

Boise, Idaho, United States (On-Site)

Chicago, Illinois, United States (On-Site)

Boise, Idaho, United States (On-Site)

San Jose, California, United States (On-Site)

Chicago, Illinois, United States (On-Site)

Boise, Idaho, United States (On-Site)

New York, United States (On-Site)

New York, United States (On-Site)

View All Jobs

Get notified when new jobs are added by Clearwater Analytics

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug