At a Glance
- Tasks: Lead client projects in investment accounting and enhance change management processes.
- Company: Dynamic firm specialising in SaaS solutions for financial services.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Exciting projects with excellent career advancement potential.
- Why this job: Join a collaborative team and make a real impact on client success.
- Qualifications: 7+ years in finance/accounting; CFA or CPA preferred.
The predicted salary is between 70000 - 90000 £ per year.
The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities for value-added services to steady state clients and implement change projects for our clients.
A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc. SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client’s change management experience, and expediate delivery timeframes through scalable processes.
Responsibilities:- Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams.
- Hands-on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions.
- Expert in requirements analysis and solution design considering both complexity and scale.
- Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes.
- Serves as a trusted client advocate and a confident client advisor.
- Bachelors/master's in finance/accounting or related field.
- 7+ years of relevant experience in related field.
- CFA or CPA is desirable.
- Proven experience in Client Servicing and/or Onboarding teams in Clearwater.
- 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 involving alternative assets.
- Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP).
- Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load, load parallels etc.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills; strong problem-solving abilities.
Sr. Subject Matter Expert - Implementations in London employer: Clearwater Analytics, Ltd
At Clearwater, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our Edinburgh office provides a vibrant environment where employees can thrive, with ample opportunities for professional growth and development in the financial services sector. We are committed to supporting our team members through comprehensive training, mentorship, and a focus on work-life balance, making Clearwater a rewarding place to advance your career as a Sr. Subject Matter Expert.
StudySmarter Expert Advice🤫
We think this is how you could land Sr. Subject Matter Expert - Implementations in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, webinars, or even local meetups. The more you engage with others, the better your chances of hearing about job openings that might not be advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back on showcasing your knowledge. Share insights from your experience in investment accounting or client servicing. This will help you stand out as a valuable asset!
✨Tailor Your Approach
Every company is different, so make sure you tailor your conversations to align with their values and needs. Research Clearwater’s projects and think about how your skills can add value to their team.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It shows you're genuinely interested and gives us a chance to see your application in the best light. Plus, it’s the easiest way to stay updated on your application status.
We think you need these skills to ace Sr. Subject Matter Expert - Implementations in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Sr. Subject Matter Expert. Highlight your relevant experience in investment accounting and client servicing, and don’t forget to showcase your expertise with General Ledger systems!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific projects you've worked on that relate to Clearwater’s SaaS platform and how you can add value.
Showcase Your Problem-Solving Skills:In your application, give examples of how you've tackled complex challenges in previous roles. We love seeing candidates who can think critically and come up with innovative solutions!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Clearwater Analytics, Ltd
✨Know Your Stuff
Make sure you brush up on Clearwater's SaaS platform and the specific areas you'll be working in, like Investment Accounting and General Ledger. Being able to discuss your hands-on expertise and how it relates to the role will show you're not just familiar with the concepts but can apply them effectively.
✨Showcase Your Experience
Prepare to share specific examples from your 7+ years of experience that highlight your skills in client servicing and onboarding. Think about times when you've identified opportunities for value-added services or streamlined processes, as these are key aspects of the job.
✨Communicate Clearly
Since outstanding verbal and written communication skills are a must, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing complex topics in an easy-to-understand way.
✨Be a Team Player
This role involves collaborating with various teams, so be ready to discuss how you've worked with others in the past. Highlight your ability to strategise with client services and product management, and how you can enhance the client change management experience through teamwork.
