Financial Operations Specialist

2 months ago


Edinburgh, Edinburgh, United Kingdom Clearwater Analytics Full time
Job Description

Clearwater Analytics is a leading global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Our cloud-native software and client-centric servicing help thousands of organizations make the most of investment portfolio data.

We are a global company with headquarters in Boise, Idaho, and offices in various locations worldwide. Our mission is to deliver timely, validated investment data and in-depth reporting to investment professionals worldwide.

Key Responsibilities:

  • Reconcile investment transactions and accounting information aggregated on our clients' investment portfolios.
  • Manage client inquiries and requests, delivering timely and accurate information regarding financial statements and analytics reporting.

Requirements:

  • Bachelor's degree in a finance-related and analytical field.
  • Dynamic problem-solving, organizational, and interpersonal skills.
  • Naturally curious and eager to learn.
  • Excellent verbal and written communication skills.
  • Strong computer skills, including Microsoft Office.
  • Intense desire to learn something new and improve on a daily basis.

What We Offer:

  • A business casual atmosphere that promotes innovation and ownership.
  • A team-focused culture that encourages collaboration and growth.
  • Access to cutting-edge investment reporting technology and expertise.
  • Continual learning, professional development, and career progression opportunities.
  • A competitive salary and benefits package, including health and dental insurance, gym discounts, pension, and employee discount platform.
  • Employee Stock Purchase Plan (ESPP).
  • Flexible work arrangements, including remote work options.


  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    We are seeking a Business Operations Specialist to join our team at Nucleus Financial. As a key member of our business readiness team, you will work closely with project sponsors to define, maintain, and deliver process and operating models that meet business needs.In this role, you will be responsible for process mapping and embedding processes within...


  • Edinburgh, Edinburgh, United Kingdom Filmhouse Full time

    Centre for the Moving Image is seeking a Financial Operations Specialist to join their team. This role will involve delivering the monthly payroll for four separate entities, as well as managing a wide range of finance processes, including VAT reporting, cash flow management, and credit control.The Financial Operations Specialist will also provide key...


  • Edinburgh, Edinburgh, United Kingdom Filmhouse Full time

    Centre for the Moving Image is seeking a Financial Operations Specialist to deliver the monthly payroll for 4 separate entities. This role involves a wide range of finance processes, including VAT reporting, cashflow management, and credit control. The successful candidate will assist the Head of Finance with financial reporting and the production of...


  • Edinburgh, Edinburgh, United Kingdom Filmhouse Full time

    Centre for the Moving Image is seeking a Financial Operations Specialist to deliver the monthly payroll for 4 separate entities. This role involves a wide range of finance processes, including VAT reporting, cashflow management, and credit control. The successful candidate will assist the Head of Finance with financial reporting and the production of...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are seeking a highly skilled Data Analyst to join our Financial Resilience Department at the Financial Conduct Authority. As a Data Analyst, you will play a critical role in helping us to identify and mitigate risks across our regulated firm population.Key ResponsibilitiesDevelop and maintain complex data pipelines using Python and SQL for...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    About the RoleWe are seeking a highly skilled Data Analyst to join our Financial Resilience Department at the Financial Conduct Authority. As a Data Analyst, you will play a critical role in helping us to identify and mitigate risks across our regulated firm population.Key ResponsibilitiesDevelop and maintain complex data pipelines using Python and SQL for...


  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    About the RoleWe are seeking a skilled Business Analyst to join our team at Nucleus Financial. As a Business Analyst, you will play a key role in defining, maintaining, and delivering process and operating models to meet business needs.Key ResponsibilitiesWork with project sponsors across the company to develop and implement process improvements.Conduct...


  • Edinburgh, Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Opportunity at Clearwater AnalyticsAbout UsClearwater Analytics is a leading provider of automated investment data aggregation, reconciliation, and reporting solutions for corporations, insurers, and investment managers worldwide.Job SummaryWe are seeking a highly motivated and detail-oriented Financial Operations Specialist to join our team. As a...


  • Edinburgh, Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Opportunity at Clearwater AnalyticsAbout UsClearwater Analytics is a leading provider of automated investment data aggregation, reconciliation, and reporting solutions for corporations, insurers, and investment managers worldwide.Job SummaryWe are seeking a highly motivated and detail-oriented Financial Operations Specialist to join our team. As a...


  • Edinburgh, Edinburgh, United Kingdom NHS Scotland Full time

    We are seeking a highly skilled Financial Operations Specialist to join our team at NHS Scotland.The successful candidate will have strong finance and administrative experience within a complex organisation, with a proven track record of managing high-volume transactional finance roles.Key responsibilities will include regular bank and sales processing,...


  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    About the RoleWe are seeking a highly skilled Business Analyst to join our team at Nucleus Financial. As a Business Analyst, you will play a critical role in defining, maintaining, and delivering process and operating models to meet business needs.As a key member of our business readiness team, you will work closely with project sponsors across the company...


  • Edinburgh, Edinburgh, United Kingdom Page Personnel Finance Full time

    A career opportunity has arisen for a Financial Operations Specialist to join Page Personnel Finance in Edinburgh. The role requires expertise in financial management, accounting, and finance. Job Details The job is a full-time position, Monday to Friday 9-5 (flexible). Hybrid working, 2 days in the office 3 from home. Job Description Key Responsibilities:...


  • Edinburgh, Edinburgh, United Kingdom Change Recruitment Full time

    About the Role: We are seeking a skilled Financial Operations Specialist to join our team at Change Recruitment. As a key member of our finance department, you will be responsible for month-end close and general ledger validation, working closely with the wider business to ensure the accuracy of financial information.Key Responsibilities:Month End Close and...

  • Product Specialist

    1 week ago


    Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    We're seeking a highly skilled Product Specialist to support the Head of Wrap Proposition and Products in designing and delivering our proposition roadmap. This role will focus on enhancing our Wrap proposition for Adviser Firms, with a strong emphasis on delivering initiatives that improve our core platform journeys, enable better service design, and drive...


  • Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time

    Job Title: Payments Supervision SpecialistJoin the Financial Conduct Authority as a Payments Supervision Specialist and play a crucial role in ensuring the integrity of the UK's financial markets.About the RoleAs a Payments Supervision Specialist, you will be responsible for providing expert advice and guidance on payments regulation and supervision. You...


  • Edinburgh, Edinburgh, United Kingdom Nucleus Financial Full time

    We are seeking a highly skilled Business Transformation Specialist to join our team at Nucleus Financial. As a key member of our business readiness team, you will work closely with project sponsors to define, maintain, and deliver process and operating models that meet business needs.In this role, you will be responsible for actively seeking out new ways to...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...


  • Edinburgh, Edinburgh, United Kingdom Quilter Financial Planning Full time

    **About the Role**Quilter Financial Planning is seeking an experienced Financial Adviser to join their team and provide fully holistic financial advice to a diverse range of clients. The successful candidate will support investment professionals in cultivating client relationships and contribute to the growth of the company.**Key Responsibilities**Analysing...