Clearwater Analytics

Sr. Subject Matter Expert

Clearwater Analytics • $110K — $130K *
Boise, ID 83709In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-7 years of experience in finance or accounting, with a focus on investment accounting policies.
  • Advanced skills in project management tools like Clarizen, Salesforce, and JIRA.
  • Proficient in Excel and experienced with General Ledger systems such as Workday or Peoplesoft.
  • Strong knowledge of equities, fixed income, and structured products, particularly in derivatives and alternatives.
  • Excellent verbal and written communication skills, with a keen attention to detail.

Responsibilities

  • Lead the implementation of Clearwater methodologies for client onboarding.
  • Identify and develop solutions for process improvements within the team.
  • Provide guidance on industry knowledge while developing Clearwater-specific expertise.
  • Utilize Clearwater's core value proposition in various regulatory contexts.
  • Communicate effectively with global teams to resolve client inquiries and issues.
  • Design training materials and contribute to thought leadership initiatives.
  • Influence project stakeholders by delivering clear solutions to their requirements.

Benefits

  • Collaborative work environment with a focus on professional development.
  • Opportunities to influence product strategy and client onboarding processes.
  • Access to training materials and resources for continuous learning.
  • Engagement in thought leadership through whitepapers and industry contributions.
Full Job Description
Job Summary:

The Global Delivery division is responsible for onboarding all new clients onto Clearwater's SaaS platform. An SME works on a variety of client implementations to provide deep domain expertise including Solvency II reporting or Derivatives & Alternatives asset classes. They are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with development teams, they strategize and enhance our product offering, streamline the client onboarding experience, and expediate delivery timeframes through scalable processes.

Responsibilities:

  • A leader in implementing Clearwater Way methodologies for client implementation and onboarding, including aligning with Clearwater's Client Engagement Model.
  • Proactively identifies opportunities for improvement and takes the lead in developing solutions within their role or team.
  • Provides guidance to peers on industry knowledge, although Clearwater-specific assumptions and functionality are still being developed. Not yet at a level to serve as a confident client advisor.
  • Applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is developing expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).


  • Demonstrates confidence in handling financial accounting and Investment statements, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.
  • An expert in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of user stories used as best practice.
  • Effectively communicates and collaborates with a global team to resolve problems and address client inquiries accurately and efficiently.
  • Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs), while also influencing thought leadership and contributing to whitepapers.
  • Serves as a trusted client advocate and a confident client advisor.


  • Has the ability to influence project stakeholders by providing clear solutions for their requirements.
  • Strategizes with product management and development teams to enhance the client onboarding experience, reduce delivery timeframes, and establish repeatable, scalable processes.


Required skills:

  • Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting).
  • Advanced Knowledge of investment accounting policies and procedures.
  • Advanced knowledge Equities, Fixed Income, and structured products.
  • Proven history of proficient Excel use.
  • Dynamic problem-solving skills, and an innate sense of curiosity.


  • Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.
  • Advanced Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes.
  • Advanced Project management & Leadership skills.
  • Strong computer skills, including proficiency in Microsoft Office.
  • Excellent attention to detail and strong documentation skills.


  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.


Education and Experience:

  • Bachelors/Masters course in Finance or Accounting or related field.
  • 7+ years of relevant experience in related field.

About Clearwater Analytics

Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.
Learn more about Clearwater Analytics
Size
1,500 employees
Market Cap
$4.4 billion
Industry
Finance & Insurance
NASDAQ
CWAN
* Ladders Estimates

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