Senior Data Migration & Automation Lead

Clearwater Analytics (CWAN); Boise (ID); On-site; USD 70,000 - 95,000; Full time

Job summary

Clearwater Analytics seeks a Data Migration Specialist in Boise, ID to optimize data onboarding and automation. You will collect, validate, and transform client data using Excel, SQL, VBA, and Python, improving speed and accuracy of the onboarding process.

You will collaborate with development teams to devise strategies that shorten delivery times, ensure replicable processes, and scale with a growing client base while maintaining rigorous data integrity.

Qualifications

• Solid foundation in accounting concepts and practices.
• Advanced Excel proficiency.
• Securities or financial markets knowledge, including derivatives and fixed income.
• Experience with SQL or relational databases.

Responsibilities

• Loads and validates client data into the Clearwater investment account system.
• Applies Clearwater Way methodologies to onboard clients and support CW's Client Engagement Model.
• Identifies opportunities for improvement and leads implementation of solutions for continuous service improvement.
• Applies understanding of the accounting equation, amortization, interest income, and related concepts.
• Utilizes data intake, normalization, reconciliation, and reporting workflows; understands related concepts.
• Applies knowledge of vanilla fixed income and equity investments within Clearwater's framework.
• Understands and applies Clearwater's value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner.
• Coordinates complex activities effectively within a dynamic and agile environment.

Skills

Accounting fundamentals

Excel

Financial markets knowledge

Project management

Computer skills (MS Office)

Attention to detail

Communication skills

Problem-solving & math

2+ years experience

Education

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

Tools

SQL

Job description

Clearwater Analytics seeks a Data Migration Specialist in Boise, ID to optimize data onboarding and automation. You will collect, validate, and transform client data using Excel, SQL, VBA, and Python, improving speed and accuracy of the onboarding process.

You will collaborate with development teams to devise strategies that shorten delivery times, ensure replicable processes, and scale with a growing client base while maintaining rigorous data integrity.