Sr. Subject Matter Expert - Implementations
Core
Senior Subject Matter Expert delivering implementation, change management, and advisory services for Clearwater’s SaaS platform in investment accounting and derivatives.
Role type
Senior Subject Matter Expert (Implementations)
Builds
Implementation projects, data integrations, GL rebuilds, and bespoke reports for financial services clients
Domain
Financial Services, Investment Accounting, Derivatives & Alternatives
Deliverable
client delivery
Required skills
Investment accounting, General Ledger systems, period-end close, requirements analysis, solution design, client advisory, data migration, regulatory knowledge (GAAP/NAIC)
Preferred skills
CFA, CPA, Clearwater platform experience, alternative assets experience
Technologies
Clearwater SaaS platform
Responsibilities
Identify value-added service opportunities, execute data integration and GL rebuild projects, design solutions for complex accounting changes, advise clients on best practices, collaborate with product and delivery teams to streamline processes
Seniority
Senior, hands-on IC with advisory focus