Job Summary:
We are seeking a motivated and skilled individual who is eager to foster continuous process improvement, work cross-functionally to ensure proper recordkeeping, and act as a project owner for routine and fine-tuned reporting. The Senior Program Manager in the Clearwater Analytics Finance department is responsible for managing the development, implementation, and/or maintenance of accounting systems in the revenue process in accordance with GAAP policies and procedures. This is an exciting opportunity to support the transformation of our processes and drive organizational excellence.
Responsibilities:
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Identifies and finalizes project/implementation scope.
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Develops detailed implementation plans including internal, client and third-party resourcing.
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Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and quality implementation per plan.
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Generates weekly status reports and holds weekly status meetings with client and project team.
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Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.
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Manage and report on budget for implementation.
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Seek out, recommend, and implement continuous service improvements.
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Serve as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.
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Be the bridge between various business stakeholders including our Client Servicing team, Sales team, and Development team.
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Ability to run multiple simultaneous implementations with minimal oversight.
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Explores, trials, and provides trusted recommendations for the use of tools and technologies as use cases arise.
Required Skills:
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Expert technical skills in JIRA, Excel, Clarizen, and Salesforce.
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Financial services experience (Investment, Banking, Insurance, FinTech, etc).
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Project management experience in a matrix reporting environment.
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Investment accounting and reporting knowledge.
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Familiarity with Software-as-a-Service (SaaS) platforms and delivery models.
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Strong computer skills, including proficiency in Microsoft Office.
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Advanced and demonstrated use of Excel.
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Excellent attention to detail and strong documentation skills.
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Outstanding verbal and written communication skills.
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Strong organizational and interpersonal skills.
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Exceptional problem-solving abilities.
Education and Experience:
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Bachelors degree in finance or accounting.
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9+ years of relevant project management and implementation experience working with external clients.
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Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
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Consulting experience.
Top Skills
What We Do
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
