Data Migration & Onboarding Lead

Clearwater Analytics; Boise (ID); On-site; USD 65,000 - 90,000; Full time

Job summary

Clearwater Analytics is seeking a Data Migration Specialist to enhance automation, speed, and accuracy of client data onboarding. You will use Excel, SQL, VBA, and Python to collect, analyze, and resolve data issues while collaborating with development teams to reduce delivery times.

The role emphasizes replicable processes, adaptability, and scalable onboarding for an expanding client base, with a strong focus on data integrity and financial data workflows.

Qualifications

• Bachelor’s & Master’s in finance or math, accounting, economics.
• 2+ years of relevant experience.
• Experience with SQL or relational databases.

Responsibilities

• Loads and validates client data into Clearwater’s investment account system.
• Applies Clearwater Way methodologies to onboard clients and support Client Engagement Model.
• Identifies opportunities for improvement and leads solutions for continuous service improvement.
• Applies understanding of accounting concepts and the accounting equation in data processes.
• Understands data intake, normalization, reconciliation, and reporting workflow.

Skills

Accounting knowledge

Derivatives/Fixed income knowledge

Project management

Attention to detail

Communication skills

Math proficiency

Organizational skills

Interpersonal skills

Problem solving

Education

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

2+ years of relevant experience

SQL or relational databases experience

Tools

SQL

Excel

VBA

Python

Job description

Clearwater Analytics is seeking a Data Migration Specialist to enhance automation, speed, and accuracy of client data onboarding. You will use Excel, SQL, VBA, and Python to collect, analyze, and resolve data issues while collaborating with development teams to reduce delivery times.

The role emphasizes replicable processes, adaptability, and scalable onboarding for an expanding client base, with a strong focus on data integrity and financial data workflows.