Clearwater Analytics · 2 days ago
Reconciliation Analyst
Boise, ID
Full-time
Onsite
Mid LevelClearwater Analytics is a company specializing in investment portfolio management, and they are seeking a Reconciliation Analyst to manage and reconcile investment transactions. The role involves ensuring timely and accurate updates for clients, as well as collaborating with various teams to improve processes.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Meets daily deadlines for the review and update of reporting data
Investigates and takes action on identified issues within the reconciliation system
Creates and maintains valuable relationships with data providers, clients, and service delivery managers
Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues
Collaborates with product teams on internal projects, acting as a key stakeholder for improvement
Investigates and acts on opportunities to streamline workflows
Provides support and mentorship to other analysts as a subject matter expert
Applies creativity and deep problem-solving skills to resolve complex issues
Acts as a liaison with leadership, clients, and other departments to resolve problems
Drives initiatives for company and team improvement
Monitors and analyzes success metrics, providing support where applicable
Applies market expertise, technical knowledge, and reconciliation concepts to advise on internal and external inquiries
Creates and presents training materials for the department, drawing on relevant expertise
Manages client calls with leadership and stakeholders or sits in on calls for support and experience
Qualification
Required
Intermediate understanding of investment, financial, and accounting concepts
Intermediate knowledge of GAAP and at least one non-GAAP accounting standard
Preferred
Finance and/or accounting experience preferred
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
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