Financial Operations Specialist
3 days ago
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.
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