Senior Subject Matter Expert

Responsibilities:

• A leader in implementing Clearwater Way methodologies for client implementation and onboarding, including aligning with Clearwater’s Client Engagement Model.

• Proactively identifies opportunities for improvement and takes the lead in developing solutions within their role or team.

• Provides guidance to peers on industry knowledge, although Clearwater-specific assumptions and functionality are still being developed. Not yet at a level to serve as a confident client advisor.

• Applies Clearwater’s core value proposition (aggregate, reconcile, report) in a general context and is developing expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).

• Demonstrates confidence in handling financial accounting and Investment statements, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.

• An expert in Clearwater’s core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of user stories used as best practice.

• Effectively communicates and collaborates with a global team to resolve problems and address client inquiries accurately and efficiently.

• Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs), while also influencing thought leadership and contributing to whitepapers.

• Serves as a trusted client advocate and a confident client advisor.

• Has the ability to influence project stakeholders by providing clear solutions for their requirements.

• Strategizes with product management and development teams to enhance the client onboarding experience, reduce delivery timeframes, and establish repeatable, scalable processes.

Required skills: 

• Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting).

• Advanced Knowledge of investment accounting policies and procedures.

• Advanced knowledge Equities, Fixed Income, and structured products.

• Proven history of proficient Excel use.

• Dynamic problem-solving skills, and an innate sense of curiosity.

• Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.

• Advanced Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes.

• Advanced Project management & Leadership skills.

• 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: 

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

• 7+ years of relevant experience in related field.