Clearwater Analytics · 1 day ago
Professional Services Consultant
Boise, ID
Full-time
Hybrid
Mid LevelClearwater Analytics is a company that provides change and transformation services on their SaaS platform. The Professional Services Consultant will work on various client projects in Investment Accounting, General Ledger, and Client Reporting, implementing change management and collaborating with client services and leadership teams.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Implements change/transformation/advisory projects for our clients, working in conjunction with Client Services and Clearwater leadership teams
Hands-on configuration on Clearwater platform modules such as Accounting, Compliance, Risk, and Performance
Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering
Shares knowledge of designing and implementing training materials and Standard Operating Procedures (SOPs)
Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops
Qualification
Required
Good knowledge of investment accounting policies and procedures
Proven expertise in General Ledger systems and period-end close processes
Securities or financial markets experience, involving both vanilla and alternative assets
Knowledge in at least one specific market/regulatory regime (e.g. NAIC, GAAP)
Excellent attention to detail and strong documentation skills
Certified Bachelors/Masters in Finance/Accounting or related field
Benefits
Competitive medical, dental, vision, and life insurance benefits
Maternity and paternity leave
Personal Time Off and Volunteer Time Off to give back to the community
RSUs as well as employee stock purchase plan and 401k with match
Work from anywhere 3 weeks out of the year
Work from home Fridays
Company
Clearwater Analytics
Clearwater Analytics is a SaaS company, providing automated investment accounting, performance, and analytics for institutional investors.
Founded in 2004
1001-5000 employees
H1B Sponsorship
Clearwater Analytics 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
Company data provided by crunchbase