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.
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