Subject Matter Expert- Reconciliation

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

Job summary

Clearwater Analytics seeks a Subject Matter Expert in Reconciliation to master reconciliation workflows and continuously expand expertise across tools and processes. You will identify improvements, collaborate with leadership and external contacts, and act as a trusted advisor to ensure client success.

The role covers the entire reconciliation process from data aggregation to enrichment and delivery. Responsibilities include training colleagues, ensuring SOC 1 compliance, and driving automation

Qualifications

• Bachelor's or master's degree in finance or accounting required.
• 2+ years of relevant experience reconciling accounts.
• Preferably 1+ year in another department or team.

Responsibilities

• Serve as a trainer within the department, sharing expertise.
• Ensure quality reconciliation and SOC 1 compliant operations.
• Advise on system improvements and monitor progress.
• Stay updated on system updates beneficial to reconcilers.
• Collaborate with product teams on tools and procedures.
• Perform back reconciliations and manage multiple markets.

Skills

Advanced Excel

End-to-end data flow

Prometheus stages

Reconciliation tools

Microsoft Office

Documentation

Verbal communication

Written communication

Organizational skills

Analytical problem solving

Education

Bachelor's or Master's in finance or accounting

Tools

Prometheus

Excel

Reconciliation software

Job description

Job Summary

The Subject Matter Expert in Reconciliation demonstrates mastery in their domain and continuously expands their expertise in new reconciliation tools and processes. They identify opportunities to improve accuracy and scalability, offering solutions through collaboration with internal teams, leadership, and external contacts. They are regarded as a trusted advisor and consultant for the reconciliation department, supporting teams with complex tasks and projects to ensure client success. Additionally, they provide ongoing education on technology updates within their domain and often serve as consultants both internally and externally, covering the entire reconciliation process and system flow from aggregation to enrichment and delivery.

Responsibilities

• Serves as a trainer within their department, sharing their knowledge and expertise with others.
• Ensures quality reconciliation and operational performance, ensuring compliance with client expectations and SOC 1 standards.
• Actively recommends and advises on system improvements, monitoring design progress and providing updates to their department.
• Stay up to date with the latest system updates that benefit reconcilers and share this information with their team.
• Consults with the department on various reconciliation processes and improvements.
• Provides advice on new tools and procedures, often collaborating with product teams.
• Performs back reconciliations and can handle reconciliation for multiple markets within Clearwater.
• Mentors and encourages others in automation initiatives and serves as a valuable resource for the department.
• Work on projects that support the department's strategic initiatives, completing 1-2 projects per year.
• Effectively manages assignments, balancing workload, client success, and leadership expectations to deliver on projects and assignments.
• Trusted to deliver accurate, timely, and thorough responses to project stakeholders in both written and verbal contexts.
• Selects, develops, and evaluates projects to improve 1-2 strategic initiatives leveraging Lean Six Sigma practices annually.
• Ability to proficiently address cases of 70% Internal Data queues. Serving as content expert in areas of expertise.

Required Skills

• Intermediate knowledge in tooling/applications used in day-to-day.
• Basic understanding of all aspects of recon, End to End data flow, and all system interaction around our reconciliation processes.
• Thorough understanding of our reconciliation system's current capabilities and shortcomings.
• Solid understanding of the End-to-End data flow and can identify and know the tools in the process.
• Vast Excel knowledge applies functions in daily work, such as PIVOT, SUMIF, INDEX, or VLOOKUP.
• Advanced understanding of the End-to-End data flow and can identify and know the tools in the process, knowledge such as having an understanding that Prometheus has many stages of data loading (identifier extraction, entity extraction, entity cleanup, etc.).
• 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

• Bachelor's or master's degree in finance or accounting.
• 2+ years of relevant experience reconciling accounts.
• Preferably 1+ year in another department or team.