- Support the annual budgeting, monthly forecasting, monthly reporting’s and long-range planning processes across business functions.
- Develop and maintain financial models to analyse revenue and expenses
- Perform monthly variance analysis by comparing actual results against budget and forecast, identifying key drivers and actionable insights.
- Prepare recurring management reports, dashboards, and presentations for finance leadership and business stakeholders.
- Partner cross functional teams like within Finance & outside Finance like IT, Facilities, Operations, sales etc
- Support month-end and quarter-end close activities by collaborating with accounting and business teams.
- Master's degree in Finance, Accounting, Economics, Business Administration, or a related quantitative field.
- 3-4 years of experience in Financial Planning & Analysis (FP&A)
- Experience supporting budgeting, forecasting, financial reporting, and business performance analysis.
- Strong understanding of financial statements, financial planning processes, and key business performance metrics.
- Proficiency in Microsoft Excel, including advanced formulas, pivot tables, financial modelling, and scenario analysis.
- Experience with BI and visualization tools such as Power BI is a plus.
- Familiarity with ERP systems (e.g., Intacct & NetSuite) and planning tools (e.g., Adaptive Insights) is preferred.
- Excellent communication and stakeholder management skills, with the ability to present financial insights clearly to both finance and non-finance audiences.
- Self-starter with a continuous improvement mindset and strong business acumen.
Skills Required
- Master's degree in Finance, Accounting, Economics, Business Administration, or related quantitative field
- 3-4 years of experience in Financial Planning & Analysis (FP&A)
- Experience supporting budgeting, forecasting, financial reporting, and business performance analysis
- Strong understanding of financial statements, financial planning processes, and key business performance metrics
- Proficiency in Microsoft Excel (advanced formulas, pivot tables, financial modelling, scenario analysis)
- Experience with BI and visualization tools such as Power BI
- Familiarity with ERP systems (Intacct, NetSuite) and planning tools (Adaptive Insights)
- Excellent communication and stakeholder management skills
- Self-starter with continuous improvement mindset and strong business acumen
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A 401(k) plan with employer matching (commonly up to 4%) and references to immediate or Safe Harbor vesting indicate solid long‑term savings support. This combination is highlighted across employer materials and job postings.
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Leave & Time Off Breadth — Immediate eligibility for PTO, paid holidays, and volunteer time off is noted, alongside paid maternity and paternity leave. This breadth suggests a well-rounded time‑off framework from day one.
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Parental & Family Support — Paid parental leave is complemented by childcare benefits, a Dependent Care FSA, and amenities such as an onsite Mother’s Room. These provisions point to tangible support for families.
Clearwater Analytics (CWAN) Insights
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
