Subject Matter Expert - Implementations

Responsibilities: 

• Implements and onboards clients proficiently, aligns with Clearwater's Client Engagement Model, and provides necessary support. 

• Identifies opportunities for improvement proactively and takes the lead in implementing solutions within their role or team. 

• Guides peers on industry knowledge, even as Clearwater-specific assumptions and functionality continue to develop. 

• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is in the process of developing knowledge in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance). 

• Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering. 

• Familiarizes themselves with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and actively builds a repertoire of user stories, which serve as best practices. 

• Communicates and collaborates effectively 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 contributing to thought leadership and whitepapers. 

• Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops. 

Required skills:  

• Intermediate Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting). 

• Intermediate Knowledge of investment accounting policies and procedures. 

• Intermediate 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. 

• Intermediate Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes. 

• Intermediate 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:  

• Certified Bachelors/Masters course in Finance or Accounting or related field.  

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