Professional Services Consultant

2 weeks ago

noida, India Clearwater Analytics Full time

Job Summary:

The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities around value-added services to steady state clients and implement change projects for our clients.

A Professional Services Consultant works on a variety of client projects in Investment Accounting, General Ledger and Client Reporting. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc. 

The Professional Services consultant is an integral part of a collaborative division spanning SMEs, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they implement change management experience for our customers, and expediate delivery timeframe through scalable processes.

Responsibilities:

Implements change/transformation/advisory projects for our clients, working in conjunction with Client Services and Clearwater leadership teams.

Hands-on configuration on Clearwater platform modules such as Accounting, Compliance, Risk, and Performance.

Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.

Shares knowledge of designing and implementing training materials and Standard Operating Procedures (SOPs).

Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops.

Required skills: 

Good knowledge of investment accounting policies and procedures.Proven expertise in General Ledger systems and period-end close processes.Securities or financial markets experience, involving both vanilla and alternative assets.Knowledge in at least one specific market/regulatory regime (e.g. NAIC, GAAP)Excellent attention to detail and strong documentation skills.

Education and Experience:

Certified Bachelors/Masters in Finance/Accounting or related field.

2+ years of relevant experience in a related field. 

Proven experience in Client Servicing and/or Onboarding teams in Clearwater.

What we offer:

Business casual atmosphere in a flexible working environment 

Team focused culture that promotes innovation and ownership 

Access cutting edge investment reporting technology and expertise

Defined and undefined career pathways allowing you to grow your own way 

Competitive medical, dental, vision, and life insurance benefits

Maternity and paternity leave 

Personal Time Off and Volunteer Time Off to give back to the community

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