Overview
In this role you contribute to Clearwater’s Professional Services by shaping change and advisory projects for steady-state clients. You work across Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives to deliver scalable, value-added solutions. You collaborate with Client Services, Delivery and R&D to streamline change management and accelerate delivery timelines. Your expertise helps clients optimize their accounting and reporting processes while expanding Clearwater’s product offering. This is a hands-on, client-facing role with measurable impact on project success and time-to-value.
Responsibilities
- Identify opportunities for value-added professional services with existing steady-state clients in collaboration with Client Services and leadership
- Provide hands-on expertise in accounting, compliance, risk and performance reporting with best-practice solutions
- Lead requirements analysis and solution design considering complexity and scale
- Strategize with client services, product management and development to improve change management and establish scalable processes
- Serve as trusted client advocate and advisor
Key requirements
- Bachelor's or Master's in finance/accounting or related field
- 7+ years of relevant experience
- CFA or CPA is desirable
- Proven experience in Client Servicing and/or Onboarding teams
- Advanced experience with General Ledger systems and period-end close processes
- Advanced knowledge of investment accounting policies and procedures
- Securities or financial markets experience, especially with alternative assets
- Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load
- Excellent attention to detail and strong documentation skills
- Outstanding verbal and written communication skills; strong problem-solving abilities
- strong communication
- problem-solving
- detail-oriented
- General Ledger systems
- period-end close processes
- investment accounting policies and procedures
Professional Services Team Lead in London employer: Beacon
At Harvester, we pride ourselves on being a fantastic employer, offering a vibrant work culture where every team member is valued and supported. With flexible shifts, generous discounts across our brands, and opportunities for personal growth, you’ll thrive in an environment that encourages fun and camaraderie. Join us at the Beacon and be part of a team that not only serves delicious meals but also creates lasting friendships and memorable experiences for our guests.
