Sr. Subject Matter Expert - Implementations

Clearwater Analytics, Ltd; City of Edinburgh, Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

Clearwater Analytics, Ltd is seeking a Sr. Subject Matter Expert to join our team in Edinburgh. The ideal candidate will have over 7 years of relevant experience, especially in investment accounting and client servicing. This role involves delivering professional services and implementing change projects for our clients.

Responsibilities include identifying value-added services, collaborating with various teams, and serving as a trusted advisor for clients. A Bachelor's or Master's degree in finance/accounting or a related field is required, with advanced knowledge of General Ledger systems and financial markets.

Qualifications

• 7+ years of relevant experience in the finance/accounting field.
• CFA or CPA is desirable.
• Advanced experience with General Ledger systems and period-end close processes.
• Outstanding verbal and written communication skills.

Responsibilities

• Identify opportunities for value-added professional services for existing clients.
• Provide hands-on expertise in Clearwater's core offerings.
• Collaborate with client services, product management, and development teams to enhance client experience.
• Serve as a trusted client advocate and advisor.

Skills

Client Servicing

Problem-solving

Documentation skills

Investment Accounting

Verbal Communication

Written Communication

Education

Bachelor's/Master's in finance/accounting or related field

Tools

General Ledger systems

Job description

## Sr. Subject Matter Expert - ImplementationsApplylocations: Office - Edinburgh: Office - Boise: Office - Londontime type: Full timeposted on: Posted 4 Days Agojob requisition id: R10046-2The 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 for value-added services to steady state clients and implement change projects for our clients. A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. 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. SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client’s change management experience, and expediate delivery timeframes through scalable processes.**Responsibilities:*** Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams.* Hands-on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions.* Expert in requirements analysis and solution design considering both complexity and scale.* Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes.* Serves as a trusted client advocate and a confident client advisor.**Required skills:*** Bachelors/master's in finance/accounting or related field.* 7+ years of relevant experience 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 financial markets experience, especially involving alternative assets.* Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP).* Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load, load parallels etc.* Excellent attention to detail and strong documentation skills.* Outstanding verbal and written communication skills; strong problem-solving abilities.