Clearwater Analytics (CWAN) · 19 hours ago
Data & Recon Team Lead
Boise, ID
Full-time
Onsite
Senior Level
7+ years expClearwater Analytics (CWAN) is seeking a Data & Recon Team Lead responsible for overseeing intelligence gathering, data analysis, and strategic decision-making. The role requires strong leadership, analytical skills, and a commitment to data privacy while managing a team and ensuring operational excellence.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Team span, responsible for handling a team of 5 to 10
Trusted to consistently provide accurate, timely, and comprehensive responses to routine and non-standard inquiries, both in written and verbal interactions with internal and external parties
Actively identifies and seizes servicing opportunities for both personal and team growth
Takes a hands-on role in the onboarding process for new hires, engaging in their learning and providing feedback on skill development
Establishes and communicates standards to the team, regularly overseeing weekly department metrics to uphold department KPIs
Conducts regular evaluations of team members to ensure efficiency in their roles, including assessing employee anti-patterns, goals, aspirations, strengths, and weaknesses, often in collaboration with the division lead
Collaborates with the division lead to identify areas for performance improvement and implements necessary changes
Contributes to achieving operational targets by participating in annual external calls under the guidance of the division lead
Maintains interaction with the Reconciliation Audit team on a monthly basis, implementing remediation and prevention strategies, and conducting monthly reviews with support from the Division Lead or Reconciliation Audit Lead
Practices rigorous oversight and quality assurance by monitoring team emails and providing frequent feedback to team members on a weekly basis
Ensures the team consistently meets daily metrics of timeliness and completeness, driving improvements to mitigate risks or shortcomings
Focuses on client success and employee development, often relying on mentorship from the Division Lead
Ensures high-quality service and operational performance within the parameters of client expectations
Actively participates in projects with upper management that align with company goals
Selects, develops, and evaluates projects aimed at improving 1-2 strategic initiatives annually, leveraging Lean Six Sigma practices
Leads 1-2 projects a year with upper management, typically lasting 3-6 months, aligning with company goals
Identifies opportunities for improvement within the department and takes the lead in implementing solutions by communicating ideas with leadership and driving change
Collaborates with Subject Matter Experts to enhance auto reconciliation processes for troubled or newly implemented accounts
Proficiently handles reconciliation for 2-3 of CW's markets (Corporate, Insurance, Investment Management, Government)
Recognizes the importance of asset managers/custodians as partners and actively promotes collaboration with external portfolio data providers
Participates in projects with other departments/teams to implement standard operating models and procedures for large/major clients, ensuring client success and compliance
Proactively seeks automation opportunities in collaboration with Subject Matter Experts to improve auto reconciliation for accounts handled by the team
Qualification
Required
Proven ability to analyse information and anticipate outcomes to choose the best solutions
Using a data driven approach to coordinate team and department efforts to exceed KPIs
Ability to motivate and inspire team members, as well as provide them with the guidance and support they need to be successful is a leadership skill
Ability to identify trends and opportunities, as well as to develop and implement strategies to achieve the team's goals
Strong computer skills, including proficiency in Microsoft Office
Excellent attention to detail and strong documentation skills
Outstanding verbal and written communication skills
Strong organizational and interpersonal skills
Exceptional problem-solving abilities
Bachelor's & master's in finance or accounting
7+ years relevant experience in leading a cross-functional and collaborative team
6+ years relevant experience leading an operational team in a relevant industry- finance, accounting, or tech
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
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