9 часов назад
Sr. Subject Matter Expert - Analytics & Reporting
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Subject Matter Expert - Analytics & Reporting (Investment Accounting and Financial Reporting): Leading client implementations and onboarding onto Clearwater’s SaaS platform with an accent on investment accounting, securities, regulatory regimes, and analytics tools. Focus on designing scalable onboarding processes, advising clients and stakeholders, and collaborating with product and development teams to improve reporting and delivery efficiency.
Location: Office - Edinburgh, United Kingdom
Company
provides a SaaS platform for investment accounting, compliance, risk, performance reporting, and client onboarding.
What you will do
- Lead implementation and client onboarding activities using Clearwater methodologies and the Client Engagement Model.
- Apply expertise in investment accounting, securities, financial markets, and regulatory or market regimes such as Solvency II, US insurance, IM, Local GAAP, or Canadian insurance.
- Use dashboards, Report Manager, formulas, advanced grouping, and filtering to support accounting and investment reporting.
- Develop solutions, user stories, training materials, standard operating procedures, and whitepaper contributions.
- Collaborate with global teams, project stakeholders, product management, and development teams to resolve issues and improve the onboarding experience.
- Establish repeatable and scalable processes that reduce delivery timeframes and improve client outcomes.
Requirements
- 7+ years of relevant experience in a related field.
- Bachelor’s or master’s degree 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, including derivatives, alternatives, structured products, or fixed income.
- Advanced experience with general ledger systems such as Workday or PeopleSoft and period-end close processes.
- Advanced project management and leadership skills, with strong Excel, Microsoft Office, communication, documentation, organizational, and problem-solving abilities.
Culture & Benefits
- Full-time work in an office-based Edinburgh setting.
- Collaboration with a global team spanning analysts, team leads, program managers, product management, and development.
- Opportunity to contribute to scalable processes, training materials, standard operating procedures, and industry thought leadership.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
9 часов назад
Senior Financial Manager - International Accounting
3 часа назад
Strategic Finance Analyst (Fintech)
5 часов назад
Technical Accounting Specialist (Insurance)
5 часов назад
Director, Fund Accounting – Private Markets
5 часов назад
Senior FP&A Analyst (SaaS)
10 часов назад