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 $4 trillion in assets across thousands of accounts daily for our Fortune 500 clients.

Responsibilities

  • Compile, analyze and interpret financial data to evaluate company performance, provide feedback, support strategic planning and ongoing business decisions
  • Manage the consolidation of financial data submissions for month-end results and forecast model updates on a monthly basis, and prepare a brief written variance analysis for executive review
  • Update, develop and maintain monthly financial reports and operational review materials to be used by the executive management team for making strategic decisions
  • Research and provide financial and business-related analyses to assess the impact of various corporate projects and transactions
  • Partner with business leaders to provide budget vs actual analysis and forecasting
  • Assist with the process to create the annual budget plan
  • Assist with the process to update financial metric targets
  • Perform ad hoc analyses for operational and financial management

Requirements

  • Bachelor’s degree in Accounting, Finance, or Business-related field with 2+ years relevant experience
  • Advanced Excel user (vlookup, pivot table, etc.).
  • Proficient user of PowerPoint, including the ability to make a variety of charts
  • Ability to make decisions based on precedent and solve arising problems using sound business judgment and experience
  • Strong analytical, quantitative and problem-solving skills
  • Excellent written and verbal communication skills with the ability to communicate effectively with senior leaders and other business partners
  • Ability to work independently and as a team member with excellent interpersonal skills
  • Excellent time management skills
  • Demonstrated self-starter with the ability to work in a fast-paced, challenging and changing environment
  • Ability to lead special projects working with cross functional areas throughout the company
  • Detailed-oriented with a commitment to producing reliable work product

 Desired Experience and Skills

  • SaaS (software-as-a-service) or other technology industry related experience
  • Securities, financial markets, or fintech knowledge (or desire to learn)
  • Experience with accounting software, such as Netsuite (or desire to learn)
  • Experience with cloud-based financial planning software, such as Adaptive Insights (or desire to learn)
  • SQL and database query experience (or desire to learn)

  What we offer:

  • Access to cutting edge investment reporting technology and expertise
  • Continual learning and growth opportunities
  • Team focused culture that promotes innovation and ownership
  • Competitive salary and benefits package
  • Business casual atmosphere

 

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