Lead Data Migration Specialist: Finance Data Automation

Clearwater Analytics; Boise (ID); On-site; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics seeks a Lead Data Migration Specialist in Boise to enhance onboarding of client data and automate workflows. You will load and validate data using Excel, SQL, VBA and Python, ensuring accuracy and speed.

Collaborate with development teams to implement Clearwater Way methodologies, optimize processes, and deliver scalable solutions that support our expanding client base while maintaining strong governance and documentation.

Qualifications

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

Responsibilities

• Loads and validates client data into Clearwater investment account system.
• Applies Clearwater Way methodologies to onboard clients.
• Identify opportunities for improvement and lead solutions.
• Coordinate complex activities in a dynamic, agile environment.
• Apply accounting concepts and understand data intake, reconciliation, reporting workflows.

Skills

Advanced Excel

SQL

VBA

Python

Accounting knowledge

Project management

Attention to detail

Communication skills

Education

Bachelor’s & Master’s in finance or math

Accounting

Tools

Microsoft Office

SQL databases

Job description

Clearwater Analytics seeks a Lead Data Migration Specialist in Boise to enhance onboarding of client data and automate workflows. You will load and validate data using Excel, SQL, VBA and Python, ensuring accuracy and speed.

Collaborate with development teams to implement Clearwater Way methodologies, optimize processes, and deliver scalable solutions that support our expanding client base while maintaining strong governance and documentation.