Clearwater Analytics · 10 hours ago
Reconciliation Associate
Boise, ID
Full-time
Onsite
Entry Level
1+ years expClearwater Analytics is seeking a Reconciliation Associate responsible for comparing investment portfolio data from external sources with their web-based system. The role focuses on ensuring accurate and timely delivery of portfolio status updates to clients while maintaining relationships with data providers and internal stakeholders.
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 through problem-solving, seeking support from mentors and department experts as needed
Creates and maintains valuable relationships with data providers, clients, and internal stakeholders
Contributes feedback to product teams on internal projects as requested
Demonstrates familiarity and competency with internal tools and processes
Understands financial concepts and can apply them to reconciliation errors
Effectively communicates with internal and external parties to submit inquiries and provide timely updates on relevant issues
Qualification
Required
Basic understanding of investment, financial, and accounting concepts
Knowledge of GAAP and/or IFRS will be an added advantage
Basic understanding of standard security types
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 degree in a finance-related and analytical field
1+ years of directly applicable experience (reconciliation, accounting, or finance)
Preferred
Finance and/or accounting experience preferred
Securities or financial markets experience preferred
Advanced ability in Microsoft Excel (VLOOKUP, SUMIF, Pivot Tables, VBA, etc.) preferred
Company
Clearwater Analytics
Clearwater Analytics is a SaaS company, providing automated investment accounting, performance, and analytics for institutional investors.
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
2026-02-03
Company data provided by crunchbase