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6 часов назад

Senior Subject Matter Expert (Investment Accounting)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Senior Subject Matter Expert (Investment Accounting): Supporting client implementations and onboarding onto a SaaS investment platform with an accent on investment accounting, financial markets, reporting, and scalable delivery processes. Focus on advising clients, developing implementation solutions, creating training and SOPs, and collaborating with product and development teams to improve onboarding.

Location: Office - Boise, United States

Company

hirify.global provides a SaaS platform for investment accounting, compliance, risk, and performance reporting, supporting client onboarding and implementation.

What you will do

  • Lead client implementation and onboarding activities using Clearwater methodologies and the Client Engagement Model.
  • Provide domain expertise in investment accounting, financial statements, asset classes, and market or regulatory regimes.
  • Apply Clearwater reporting capabilities across accounting, compliance, risk, and performance use cases.
  • Identify process improvements and develop repeatable, scalable solutions to improve onboarding and delivery timelines.
  • Collaborate with product management, development teams, analysts, team leads, and program managers to resolve problems and address client requirements.
  • Create training materials and standard operating procedures, contribute to thought leadership and whitepapers, and advise clients.

Requirements

  • Must work from the Boise office.
  • 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, general ledger systems, and period-end close processes.
  • Advanced project management and leadership skills, strong Excel and Microsoft Office proficiency, and excellent communication, documentation, organizational, and problem-solving skills.

Culture & Benefits

  • Collaborative work across a global delivery organization.
  • Regular collaboration with product management and development teams.
  • Opportunity to improve client onboarding through scalable processes and Clearwater tools.
  • Full-time employment.

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