Clearwater Analytics (CWAN) · 1 day ago
Subject Matter Expert – Investment Accounting & Regulatory Reporting
New York, NY
Full-time
Hybrid
Mid, Senior Level
$102K/yr - $144K/yr
7+ years expClearwater Analytics is a leading provider of investment accounting and regulatory reporting solutions, and they are seeking a Client Servicing Subject Matter Expert in this domain. The role involves developing expertise in Clearwater systems to meet client needs, optimizing processes, and contributing to client success.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Experience in Investment Accounting: Proven track record of managing investment accounting processes including valuation, reconciliation, and reporting
Process Optimization: Demonstrated ability to identify and implement process improvements that enhance efficiency and accuracy within investment accounting workflows
Project Work: Experience successfully leading or participating in projects related to investment accounting, including system implementations, upgrades, and process documentation
Qualification
Required
Experience in Investment Accounting: Proven track record of managing investment accounting processes including valuation, reconciliation, and reporting
Process Optimization: Demonstrated ability to identify and implement process improvements that enhance efficiency and accuracy within investment accounting workflows
Project Work: Experience successfully leading or participating in projects related to investment accounting, including system implementations, upgrades, and process documentation
Multi-Basis Accounting: Proficiency in multi-basis accounting principles, including but not limited to GAAP, IFRS, and local regulatory requirements
Financial Statement Expertise: Strong understanding of financial statements, including balance sheets, income statements, and cash flow statements, with the ability to interpret and analyze results effectively
Analytical Skills: Excellent analytical and problem-solving skills to assess complex financial data and identify areas for improvement
Communication Skills: Strong verbal and written communication skills, with the ability to convey complex accounting concepts to both technical and non-technical stakeholders
Attention to Detail: High level of accuracy and attention to detail in financial reporting and compliance documentation
Team Collaboration: Proven ability to work collaboratively in cross-functional teams and provide expert guidance to colleagues on investment accounting matters
Technology Proficiency: Familiarity with accounting software and financial management systems, as well as advanced skills in Excel and data analysis tools
Regulatory Knowledge: Understanding of relevant regulatory frameworks and compliance requirements impacting investment accounting practices. (BMA, NAIC, FASB, IFRS)
Bachelor's degree or above in Accounting or Finance-related field, or experience in relevant area of specialization
7+ years' relevant experience
Benefits
Business casual atmosphere
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
RSUs as well as employee stock purchase plan and 401k with match
PTO and volunteer time off to give back to the community
Defined and undefined career pathways allowing you to grow your own way
Work from anywhere 3 weeks out of the year
Work from home Fridays
Maternity and paternity leave
Health/vision/dental insurance
401(k)
PTO
Parental leave
Medical leave
STD/LTD insurance benefits
Company
Clearwater Analytics (CWAN)
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics (CWAN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Morningstar.com
2026-01-07
Company data provided by crunchbase