Sr. Subject Matter Expert - Implementations

Clearwater Analytics; Boise (ID); On-site; USD 90,000 - 120,000; Full time

Job summary

Clearwater Analytics is seeking a Subject Matter Expert (SME) to deliver change and advisory services to existing clients on our SaaS platform. This role involves collaboration with client services to identify opportunities for value-added services and implementing change projects for clients. A successful candidate will have a strong background in finance/accounting and relevant experience in investment accounting.

The ideal applicant will have over 7 years of experience, a Bachelor's/Master's degree, and skills in General Ledger systems and documentation.

Qualifications

• 7+ years of relevant experience in investment accounting or related field.
• CFA or CPA is desirable.
• Advanced experience with General Ledger systems and period-end close processes.
• Securities or financial markets experience, especially involving alternative assets.
• Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP).

Responsibilities

• Identify opportunities for value-added professional services with existing clients.
• Provide hands-on expertise in Clearwater's core offerings.
• Analyze requirements and design solutions considering complexity and scale.
• Collaborate with teams to enhance client change management experience.

Skills

Client Servicing

General Ledger systems

Investment accounting policies

Documentation skills

Communication skills

Education

Bachelor's/Master's in finance/accounting or related field

Job description

The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities for value-added services to steady state clients and implement change projects for our clients.

A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc.

SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client’s change management experience, and expedite delivery timeframes through scalable processes.

Responsibilities

• Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams.
• Hands‑on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions.
• Expert in requirements analysis and solution design considering both complexity and scale.
• Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes.
• Serves as a trusted client advocate and a confident client advisor.

Required skills

• Bachelors/master's in finance/accounting or related field.
• 7+ years of relevant experience in related field.
• CFA or CPA is desirable.
• Proven experience in Client Servicing and/or Onboarding teams in Clearwater.
• Advanced Experience with General Ledger systems and period-end close processes.
• Advanced Knowledge of investment accounting policies and procedures.
• Securities or financial markets experience, especially involving alternative assets.
• Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP).
• Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load, load parallels etc.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills; strong problem-solving abilities.