Data Migration Specilaist

Clearwater Analytics; Boise (ID); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Clearwater Analytics is seeking a Data Migration Specialist to optimize onboarding of client data in a fast-paced, collaborative environment. You will load and validate data, apply accounting concepts, and work with Excel and SQL to ensure accuracy and efficiency.

You’ll coordinate with development teams to implement improvements and support scalable client engagement models. The role emphasizes strong communication, attention to detail, and a solid foundation in finance or math.

Qualifications

• Bachelor’s or Master’s in finance or math, accounting, economics.
• Advanced Excel proficiency and strong accounting knowledge.
• Experience with SQL or relational databases.

Responsibilities

• Loads and validates client data into Clearwater's system.
• Applies Clearwater Way methodologies to onboard clients and support Client Engagement Model.
• Identifies opportunities for improvement and leads implementations.
• Applies accounting concepts and data reconciliation practices.
• Coordinates complex activities in an agile environment.

Skills

Accounting knowledge

Advanced Excel

Communication skills

Organizational skills

Problem-solving abilities

Education

Bachelor’s/Master’s in finance or math

Tools

SQL

Relational databases

Microsoft Office

Job description

## Data Migration SpecilaistApply: Office - Boise: Full time: Posted Yesterday: R12330**Job Summary:**The Data Migration Specialists play a crucial role in enhancing our system's automation, speed, accuracy, and workflow. They employ tools such as Excel and SQL to collect and analyze data, resolving issues and discrepancies. This optimization greatly improves the efficiency of onboarding client data at Clearwater. Collaborating closely with our talented development teams, they devise creative strategies that not only simplify the process but also dramatically cut down delivery times. Our commitment lies in establishing processes that are not only replicable but also adaptable, enabling us to effortlessly accommodate our expanding client base.**Responsibilities:*** Applies acquired skills, procedures, and decision-making best practices to resolve various issues.* Loads and validates client data into the Clearwater investment account system as the primary responsibility.* Demonstrates a working knowledge of Clearwater Way methodologies to implement and onboard clients, including aligning and supporting CW's Client Engagement Model.* Identifies opportunities for improvement and takes the lead in implementing solutions, both individually and within their role, for continuous service improvement.* Applies their understanding of the accounting equation, amortization, interest income, and other accounting concepts.* Utilizes their understanding of data intake, normalization, reconciliation, and reporting workflow, along with related concepts.* Applies their understanding of vanilla fixed income and equity investments, comprehending their purpose and functionality within CW.* Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner.* Coordinates complex activities effectively within a dynamic and agile environment.**Required skills:*** They must possess a strong foundation in accounting knowledge.* Advanced Excel proficiency.* Experience with SQL or other relational databases.* Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income.* 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 and math expertise.**Education and Experience:*** Bachelor’s and/or Master’s in finance or math, accounting, economics.* 1+ years of relevant experience.