Professional Services Consultant

1 week ago


Edinburgh, Edinburgh, United Kingdom 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.
  • Handson 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 periodend 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.


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