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.