DESCRIPTION

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 $5.5 trillion in assets across many Fortune 500 clients.

Position Details

Clearwater Analytics is looking for an Financial Data Analyst to join our Data team. This analyst role ensures that monthly, quarterly and annual reports are accurate and delivered on time to our clients. Generally, these analysts will split their time between report delivery and research. Analysts are responsible for investigating inconsistencies and errors on regulatory reports and working with other members of the team to correct errors before the final reports are delivered each month. Following report delivery, analysts research answers to questions about the reports which are relayed through client services.

Responsibilities

Work closely with client services and development departments to ensure the timely and accurate delivery of Insurance reports each month
Reconcile Insurance reports using a state of the art web-based tie-out system and answer related questions
Look for patterns of errors to identify possible common causes
Research accounting guidance to support client services in responding to client questions
Continuous learning and improvement in a constantly changing work environment

REQUIREMENTS

Knowledge of STAT and NAIC guidance
Excellent verbal and written communication skills
Strong organizational and interpersonal skills
Strong problem solving and math skills
Strong skills with Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization
Bachelor’s degree in related area of study

Desired Experience and Skills

Investment accounting experience, CPA preferred
Knowledge of fixed income investments
Securities or financial markets experience
SQL query writing skills

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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