SEC Reporting & Technical Accounting Lead

Company

Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. Clearwater aggregates, reconciles, and reports on more than $7.3 trillion in assets across many Fortune 500 clients.

Opportunity

This is an exciting opportunity to be a member of an Accounting team at a growing SaaS company. As a member of the team, you will play a critical role in helping build out the financial reporting and technical accounting function to achieve our overall objective of delivering best in class financial reporting. The role provides significant contribution to the accounting team, reporting into the Head of External Reporting and Technical Accounting. It is a highly visible role that frequently interacts with executive management as part of managing the financial reporting process.

The financial reporting team will manage all external reporting processes, including the preparation of financials including the Statement of Cash Flows to be reported externally, 10-Q’s and 10-K’s, as well as earnings releases and proxy statement filings. In addition to these responsibilities, you will also play an integral part in assisting the Investor Relations department in preparing for our quarterly earnings release and related communications. The financial reporting team is also responsible for researching and concluding on all technical accounting matters, and the implementation on new accounting standards.

Responsibilities

• Participate in the preparation of all external financial reporting, including Forms 10-K/10-Q, earnings releases, proxy statement, and other required SEC filings.

• Assist in preparation of the Balance Sheet, Income Statement, Statement of Cash Flows, and other financial disclosure requirements with such filings.

• Coordinate the information gathering process across the organization and interact with the Company’s external auditors.

• Prepare the quarterly SEC reporting binders, which includes the supporting documents for the SEC filings.

• Review XBRL interactive data files for all Form 10-Q and 10-K filings in accordance with the SEC filing requirements.

• Research, document, record, and communicate technical accounting matters as they arise (Leases, equity-award modifications, internally developed software, license vs subscription revenue).

• Lead process improvement and policy development initiatives for relevant areas.

• Ensure operating effectiveness of Company’s controls over external reporting.

• Support teams in preparation of materials for the Company’s Disclosure Committee and Audit Committee as it related to Technical Accounting Matters.

• Develop content and facilitate trainings on relevant accounting topics to company personnel.

• Review revenue contracts and document analysis on appropriate revenue recognition.

• Assist with the accounting and documentation for potential acquisitions, including performance of valuation and opening balance sheet procedures and integration of the acquiree.

• Perform global accounting for share-based compensation awards, including RSUs, stock options, and ESPP by performing the valuation of compensation granted, calculation of monthly expense, and forecasting future impact to the Company.

• Ensure compliance with policies and procedures related to financial reporting, leasing, and share-based compensation in accordance with our SOX requirements.

• Complete special projects as assigned.

Skill/Job Requirements

• Minimum Bachelor’s Degree in Accounting. CPA required.

• Minimum 3-5 years of work experience, including a minimum of 2 years of Big Four public accounting experience.

• Sound GAAP knowledge and SOX experience as well as good background with SEC filings.

• Excellent communication skills - written and verbal.

• Experience in auditing or implementing SEC filing processes, including implementing processes to efficiently audit or gather appropriate supporting documentation will be viewed positively.

• Results-oriented, strong organizational skills, and time management skills with ability to multi-task.

• Ability to work as part of a team and communicate with all levels of the organization (cross-functionally).

• Strong attention to detail with an ability to work efficiently under tight deadlines.

• Ability to analyze and question data for reasonableness, proper accounting, and consistency.

• Seek to continuously improve current processes and procedures.

What we offer:

• Business casual atmosphere in a flexible working environment

• Team focused culture that promotes innovation and ownership

• Access to cutting edge investment reporting technology and expertise

• Continual learning, professional development and growth opportunities

• Competitive salary and benefits package; including health, vision and dental

• Additional benefits including PTO, 401(k) with 4% employer match