About Clearwater Analytics®

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 $3 trillion in assets across thousands of accounts daily for our Fortune 500 clients.

Position Details

With a clear focus on Lean/Six Sigma methodologies, responsible for leading the planning and implementation of strategic initiatives, business processes, system enhancements, integrations and establishment of business process metrics. This includes facilitating the definition of project scope, goals, deliverables, project plans, tasks and resource requirements. Responsible for managing the communications between various cross-functional teams and key stakeholders in a matrix environment. Responsible for managing communication and delivery between internal teams, affiliated divisions and others.


  • Work closely with various departments to establish metrics, timelines and set vision and strategy for Lean Principals
  • Assist with communication of expectations, deliverables, goals, etc., when necessary, to drive desired outcomes and promote successes
  • Optimize and simplify existing processes and controls
  • Integrate and execute non-technical projects
  • Write SQL queries to gather and analyze data
  • Develop and execute the framework for enabling operational readiness for new technologies


  • Bachelor Degree
  • Experience within a tech or SaaS company
  • Lean/Six Sigma certification (Black Belt), and demonstrated ability to deploy DMAIC
  • 7+ years of experience in one of the following areas: project management, program management, or project administrator
  • Extensive experience in the design of process controls and proactive monitoring
  • Demonstrated experience in the use of SIPOC and continuous improvement principle
  • Experience in the development of concise communications (oral/written/dashboard) for the consumption of Senior Leadership
  • Experience in the design and deployment of meaningful Dashboards, and associated software
  • Experience leading analysts to achieve project objectives and comfortable evangelizing Lean/Six Sigma principles throughout the organization
  • Experience in performing gap analysis of existing processes and establishing scalable solutions deployable in multiple locations
  • Focused experience in defining quality and value and the measurements to monitor
  • A team player and self-starter who's able to collaborate across teams and job functions
  • Currently resides in Boise or is willing to relocate

Desired Experience and Skills

  • Experience in a FinTech or SaaS Company
  • Has experience with Mid-size to large organizations
  • Investment accounting and reporting knowledge
  • Demonstrated project management and/or kaizen facilitation experience at all levels of the organization

What we offer:

  • Headquarters in the heart of downtown Boise
  • 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




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