Data Migration Lead: Automate Onboarding & Analytics

Clearwater Analytics; Chicago (IL); On-site; USD 60,000 - 96,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking a Lead Data Migration Specialist to streamline client data onboarding using Excel, SQL, and AI. You will validate data, implement CW methodologies, and drive improvements that reduce delivery times while ensuring accuracy and replicability across expanding client bases.

You will collaborate with development teams to craft strategies that optimize data intake, reconciliation, and reporting, while applying accounting concepts and ensuring data integrity throughout

Qualifications

• Bachelor's and/or master's degree in finance, math, accounting or economics.
• Minimum 2+ years of relevant data migration or analytics experience.
• Experience with SQL or relational databases is required.

Responsibilities

• Load and validate client data into Clearwater's systems.
• Identify opportunities for process improvements and lead implementations.
• Develop and apply data intake, normalization, reconciliation, and reporting workflows.
• Collaborate with development teams to accelerate onboarding timelines.

Skills

Accounting knowledge

Advanced Excel

Securities/Markets knowledge

Project management

MS Office

Attention to detail

Communication

Organizational skills

Math skills

Education

Bachelor’s & Master’s in finance or math, accounting, economics

Experience with SQL or relational databases

Tools

SQL

Job description

Clearwater Analytics is seeking a Lead Data Migration Specialist to streamline client data onboarding using Excel, SQL, and AI. You will validate data, implement CW methodologies, and drive improvements that reduce delivery times while ensuring accuracy and replicability across expanding client bases.

You will collaborate with development teams to craft strategies that optimize data intake, reconciliation, and reporting, while applying accounting concepts and ensuring data integrity throughout