Job Description

TheProfessional Servicesdivisionis responsible fordelivery of change/transformation/advisoryservicesto existing clients onClearwater’s SaaS platform.We work in conjunction with Client Services toidentifyopportunitiesforvalue-added services to steady state clientsand implement change projects for our clients

A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger,Client Reportingand Derivatives & Alternatives assetclasses.Allclient 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, bespokereportsetc.

SMEsare an integral part of a collaborative division spanninganalysts,teamleadsand program managers.Collaborating withclient services, globaldeliveryand R&Dteams,they strategize and enhance our product offering, streamline client’schange managementexperience, and expediate deliverytimeframesthrough scalable processes

Responsibilities:

• Proactivelyidentifiesopportunities forvalue-added professional services with existing steady state clients by working closely with Client Servicesand Clearwater leadership teams.

• Hands-onexpertisein Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire ofbestpracticesolutions.

• Expert in requirements analysis and solution designconsidering both complexity and scale.

• Strategizes withclient services,product management and development teams to enhance the clientchange managementexperience,optimizedeliverytimeframes, andestablishrepeatable, scalable processes.

• Serves as a trusted client advocate and a confident client advisor.

Required skills:

• Bachelors/master's in financeaccountingor related field.

• 7+years ofrelevantexperience 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 financialmarketsexperience, especially involvingalternative assets.

• Knowledge in at least one specific market/regulatory regime (e.g.NAIC,Local GAAP).

• Knowledge of CW platformdata migration processes– inbound/outbound feeds,cost basis file load, load parallelsetc.

• Excellent attention to detail and strong documentation skills.

• Outstanding verbal and written communication skills; strongproblem-solving abilities.