10 дней назад
Sr. Subject Matter Expert - Implementations
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Subject Matter Expert - Implementations (SaaS/Investment Accounting): Implementing and onboarding clients onto Clearwater’s SaaS platform with an accent on investment accounting, financial markets, regulatory regimes, and scalable delivery processes. Focus on designing implementation solutions, advising stakeholders, developing training and SOPs, and collaborating with product and development teams to improve client onboarding.
Location: Office - Boise, United States
Company
provides a SaaS platform for client onboarding, investment accounting, compliance, risk, and performance reporting.
What you will do
- Lead the implementation of Clearwater methodologies and client onboarding processes.
- Apply domain expertise in investment accounting, asset classes, and regulatory regimes such as Solvency II, US insurance, Local GAAP, and Canadian insurance.
- Guide peers and advise clients on Clearwater’s accounting, compliance, risk, and performance reporting capabilities.
- Identify improvement opportunities and develop repeatable, scalable implementation solutions.
- Create training materials and Standard Operating Procedures, and contribute to thought leadership and whitepapers.
- Collaborate with product management, development teams, analysts, team leads, and program managers to improve onboarding and reduce delivery timeframes.
Requirements
- 7+ years of relevant experience in a related field.
- Bachelor’s or master’s coursework in Finance, Accounting, or a related field.
- Advanced knowledge of investment accounting policies and procedures, equities, fixed income, and structured products.
- Experience with securities or financial markets, especially derivatives, alternatives, structured products, or fixed income.
- Advanced experience with project management tools such as Clarizen, Salesforce, and JIRA, as well as general ledger systems including Workday or PeopleSoft.
- Strong Excel, Microsoft Office, documentation, communication, organizational, interpersonal, and problem-solving skills.
Culture & Benefits
- Full-time position within a collaborative global delivery division.
- Regular collaboration with global teams and cross-functional product and development groups.
- Opportunity to influence product improvements and scalable client implementation processes.
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