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.
Skills Required
- Bachelor's or Master's degree in finance or accounting
- 2+ years of relevant experience reconciling accounts
- Intermediate knowledge of tooling/applications used day-to-day
- Basic and advanced understanding of end-to-end reconciliation data flow and system interactions
- Thorough understanding of reconciliation system capabilities and shortcomings
- Experience with Prometheus data loading stages or similar reconciliation platforms
- Expert Excel skills (PivotTables, SUMIF, INDEX, VLOOKUP)
- Proficiency in Microsoft Office
- Experience ensuring SOC 1 compliance and operational performance
- Strong documentation, verbal and written communication skills
- Strong organizational, interpersonal, and problem-solving skills
- Ability to proficiently address cases comprising ~70% Internal Data queues
- Preferably 1+ year experience in another department or team
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.
