Reconciliation Automation Specialist

Clearwater Analytics (CWAN); Chicago (IL); On-site; USD 54,000 - 70,000; Full time

Job summary

Clearwater Analytics is seeking a Reconciliation Implementation Associate in Chicago to establish reconciliation processes for client investment books. You will focus on automation, scalable models, and accurate data handling across third-party data and order management systems.

The role requires strong analytical skills, proficiency in Microsoft Office, and excellent communication. You will collaborate with Stream Leads and PMs to manage progress and risks.

Qualifications

• Bachelor's / Master’s degree in finance or accounting.
• 1+ years of relevant experience.
• Strong Excel knowledge and basic accounting awareness.
• Excellent written and verbal communication skills.

Responsibilities

• Completing reconciliation for client investment books during onboarding, focusing on automation and scalable operating models.
• Designing automated workflows and ensuring data accuracy across systems.
• Back reconciling, normalizing, and automating data flows.
• Proactively learning from mistakes and implementing fixes to prevent recurrence.
• Communicating progress and risks with Stream Leads and PMs.

Skills

Excel basics

Analytical thinking

Communication

Attention to detail

Problem solving

Math skills

Organizational skills

Interpersonal skills

Education

Bachelor's / Master’s in Finance or Accounting

Tools

Microsoft Office

Job description

Clearwater Analytics is seeking a Reconciliation Implementation Associate in Chicago to establish reconciliation processes for client investment books. You will focus on automation, scalable models, and accurate data handling across third-party data and order management systems.

The role requires strong analytical skills, proficiency in Microsoft Office, and excellent communication. You will collaborate with Stream Leads and PMs to manage progress and risks.