Sr. Data Migration Specialist

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

Job summary

Clearwater Analytics in Boise, ID, seeks a Data Migration Specialist to strengthen our data onboarding processes. You will use Excel and SQL to collect, validate, and reconcile client data within Clearwater's investment accounting platform, aiming to improve automation, speed, and accuracy.

You will collaborate with development teams to design scalable methods, ensure data integrity, and reduce delivery times while adhering to CW's core values: aggregate, reconcile, report.

Qualifications

• Bachelor's and/or Master's in finance, math, accounting, or economics.
• 7+ years of relevant experience in data migration or finance operations.
• Strong Excel, SQL, and data validation abilities.
• Knowledge of derivatives, fixed income, and securities is preferred.

Responsibilities

• Loads and validates client data into Clearwater's system.
• Applies Clearwater Way methodologies to onboard clients.
• Identifies improvement opportunities and leads solutions.
• Coordinates complex activities in a dynamic, agile environment.
• Understands accounting concepts and reporting workflows.
• Maintains data intake, normalization, reconciliation, and reporting processes.

Skills

Accounting knowledge

Advanced Excel

Advanced SQL

Finance/Markets knowledge

Project management

Communication skills

Attention to detail

Interpersonal skills

Problem-solving

Math skills

Education

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

Job description

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

• Advanced SQL or other relational databases

• Advanced securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income

• Project Management Skills (ex. project lead)

• 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.

• 7+ years of relevant experience.