Sr. Subject Matter Expert

Clearwater Analytics India; New York (NY); On-site; USD 120,000 - 168,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking an experienced professional in New York, NY to lead client onboarding and implement Clearwater Way methodologies. You will drive improvements, align with engagement models, and serve as a trusted client advocate.

You will work with global teams, contribute to SOPs, training materials, and whitepapers, and apply expertise in investment accounting across equities, fixed income, and structured products.

Qualifications

• Bachelors or Masters in Finance or Accounting or related field.
• 8+ years of relevant experience in finance/accounting or related field.

Responsibilities

• Lead client implementations and onboarding using Clearwater Way methodologies.
• Identify improvement opportunities and develop solutions within role or team.
• Provide guidance to peers on industry knowledge as Clearwater capabilities evolve.

Skills

Project management tools

Excel

Financial markets

General Ledger systems

Communication

Problem-solving

Team collaboration

Microsoft Office

Education

Bachelor's/Master's in Finance or Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Job description

Responsibilities

• A leader in implementing Clearwater Way methodologies for client implementation and onboarding, including aligning with Clearwater's Client Engagement Model.
• Proactively identifies opportunities for improvement and takes the lead in developing solutions within their role or team.
• Provides guidance to peers on industry knowledge, although Clearwater-specific assumptions and functionality are still being developed. Not yet at a level to serve as a confident client advisor.
• Applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is developing expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).
• Demonstrates confidence in handling financial accounting and Investment statements, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.
• An expert in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of user stories used as best practice.
• Effectively communicates and collaborates with a global team to resolve problems and address client inquiries accurately and efficiently.
• Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs), while also influencing thought leadership and contributing to whitepapers.
• Serves as a trusted client advocate and a confident client advisor.
• Has the ability to influence project stakeholders by providing clear solutions for their requirements.
• Strategizes with product management and development teams to enhance the client onboarding experience, reduce delivery timeframes, and establish repeatable, scalable processes.

Required skills

• Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting).
• Advanced Knowledge of investment accounting policies and procedures.
• Advanced knowledge Equities, Fixed Income, and structured products.
• Proven history of proficient Excel use.
• Dynamic problem-solving skills, and an innate sense of curiosity.
• Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.
• Advanced Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes.
• Advanced Project management & Leadership skills.
• 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.

Education and Experience

Bachelors/Masters course in Finance or Accounting or related field.
8+ years of relevant experience in related fie ld.

Salary Range

$120,000.00 - $168,000.00 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.

• For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.

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.