Operations Project Manager (Black Belt)


Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, investment managers, and other institutional investors. Clearwater aggregates, reconciles, and reports on more than $3 trillion in assets across thousands of accounts daily. For more than a decade, Clearwater has remained committed to helping investors rethink how they approach their investment accounting and reporting challenges.

Position Details

With a clear focus on Lean/Six Sigma methodologies, responsible for executing of strategic initiatives, business processes, 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.

Primary Responsibilities

  • Work closely with various departments to establish metrics, timelines and execute projects based on Lean and Six Sigma Principles by identifying issues /challenges
  • Drive the Six Sigma Quality Culture with various training program
  • 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



  • Bachelor’s degree 
  • Experience within a tech or SaaS company
  • Lean/Six Sigma certification (Black Belt), and demonstrated ability to deploy DMAIC, Lean Principles
  • 7 to 12 years of experience (Driving Process Improvement is Key Factor)
  • Extensive experience in the design of process controls and proactive monitoring
  • Hands on Experience on Statistical Tools - Minitab
  • 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 analyst 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
  • Exposure to the Automation and Other latest technologies

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


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