Lead Data Migration Specialist

Clearwater Analytics, LLC; Boise (ID); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics, LLC is seeking a Lead Data Migration Specialist in Boise, Idaho. The role focuses on enhancing systems for data collection and analysis, ensuring efficient onboarding of client data. Candidates should have a strong background in accounting and advanced Excel skills, along with experience in financial markets.

The position offers a salary range of $60,000 - $85,000 and includes benefits such as health insurance and a 401(k). Clearwater is committed to equal opportunity employment.

Qualifications

• 2+ years of relevant experience in financial analysis or data management.
• Solid foundation in accounting and financial principles.
• Experience in SQL or databases relevant to financial data.

Responsibilities

• Load and validate client data into the Clearwater system.
• Identify improvement opportunities and implement solutions.
• Collaborate with development teams for process optimization.

Skills

Accounting knowledge

Advanced Excel proficiency

Securities or financial markets knowledge

Project Management Skills

Strong computer skills

Attention to detail

Documentation skills

Communication skills

Organizational skills

Problem-solving abilities

Education

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

Tools

SQL or other relational databases

Job description

Overview

The Lead Data Migration Specialist plays a crucial role in enhancing our system's automation, speed, accuracy, and workflow. They employ tools such as Excel, SQL, and AI 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 mortgages and private equity.
• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market‑and‑client‑agnostic manner.

Required Skills

• Solid foundation in accounting knowledge.
• Advanced Excel proficiency.
• Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income.
• Project Management Skills (ex. workstream lead, organizing and managing priorities).
• 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 & Master's in finance or math, accounting, economics.
• 2+ years of relevant experience.
• Experience with SQL or other relational databases.

Salary Range

$60,000 - $85,000. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job‑related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time.

Benefits

• Health/vision/dental insurance
• 401(k)
• PTO
• Parental leave
• Medical leave
• STD/LTD insurance benefits

Equal Opportunity/Affirmative Action

Clearwater Analytics is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.