Professional Services Consultant

Job Summary:

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 around value-added services to steady state clients and implement change projects for our clients.  

 A Professional Services Consultant works on a variety of client projects in Investment Accounting, General Ledger and Client Reporting. 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. 

 The Professional Services consultant is an integral part of a collaborative division spanning SMEs, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they implement change management experience for our customers, and expediate delivery timeframe through scalable processes.

Responsibilities:

 • Implements change/transformation/advisory projects for our clients, working in conjunction with Client Services and Clearwater leadership teams.

• Hands-on configuration on Clearwater platform modules such as Accounting, Compliance, Risk, and Performance.

• Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.

 • Shares knowledge of designing and implementing training materials and Standard Operating Procedures (SOPs).

• Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops.

Required skills: 

• Good knowledge of investment accounting policies and procedures.

 • Proven expertise in General Ledger systems and period-end close processes.

• Securities or financial markets experience, involving both vanilla and alternative assets.

• Knowledge in at least one specific market/regulatory regime (e.g. NAIC, GAAP)

 • Excellent attention to detail and strong documentation skills.

Education and Experience: 

• Certified Bachelors/Masters in Finance/Accounting or related field.  

• 2+ years of relevant experience in a related field. 

• Proven experience in Client Servicing and/or Onboarding teams in Clearwater.  

What we offer:

• Business casual atmosphere in a flexible working environment 

• Team focused culture that promotes innovation and ownership 

 • Access cutting edge investment reporting technology and expertise

• Defined and undefined career pathways allowing you to grow your own way 

 • Competitive medical, dental, vision, and life insurance benefits

 • Maternity and paternity leave 

• Personal Time Off and Volunteer Time Off to give back to the community

• RSUs as well as employee stock purchase plan and 401k with match  

• Work from anywhere 3 weeks out of the year 

• Work from home Fridays