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 $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.

About the Role

Clearwater Financial Planning and Analysis (FP&A) employees act as full partners in making and supporting business decisions that are aimed at maximizing shareholder value. Clearwater FP&A has a strong focus on facilitating change and improvement both within finance and in the operations supported.

As a member of the Clearwater FP&A team, this role will support the team in facilitating continuous improvement and process enhancements. This position will report to the Vice President – FP&A and Investor Relations and will work to support the Financial Analysts that comprise the core FP&A team.

This position provides a unique ability to gain real world FP&A experience in a high-growth SaaS company and develop key FP&A skillsets. Hours are expected to be maintained at 25 hours per week through the end of January 2022.


  • Compile, analyze and interpret financial data to support evaluation of company performance, strategic planning, reporting and ongoing business decisions
  • Assist with the consolidation of financial data submissions for month-end results and forecast model updates monthly and assist with written variance analysis on a monthly basis.
  • Assist with updating, developing, and maintaining monthly financial reports and operational review materials to be used by the executive management team for making strategic decisions.
  • Maintenance and accuracy evaluation of financial metrics in the accounting software and cloud-based financial planning software.
  • Assist with the process to create the annual budget plan.
  • Assist with the process to update financial metric targets and compile metrics (monthly).
  • Perform ad hoc analyses for operational and financial management.


The ideal candidate will demonstrate a strong technical ability and desire to learn, specifically as it relates to Financial Planning and Analysis. Candidate is expected to have the capacity to work 25 hours a week consistently through the end of January 2022 and possess the following skills:

  • Pursuing a bachelor’s degree in Business, Accounting, Economics, or related fields.
    • Seniors with relevant coursework are preferred
  • Advanced knowledge of Excel (vlookup, pivot table, etc.).
  • 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 leadership.
  • 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.
  • Detailed-oriented with a commitment to producing reliable work product.

Desired Experience and Skills

  • Prior internship or work experience in a Finance role
  • 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)

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