At a Glance
- Tasks: Lead client projects in investment accounting and enhance change management processes.
- Company: Dynamic SaaS company focused on transformation and advisory services.
- Benefits: Competitive salary, professional development, and collaborative work environment.
- Other info: Join a team of experts and enjoy excellent career growth opportunities.
- Why this job: Make a real impact by optimising client experiences and driving innovative solutions.
- 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 change‐management experience, and expedite delivery time‐frames through scalable processes.
Responsibilities- Proactively identify opportunities for value‐added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams.
- Provide hands‐on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best‐practice solutions.
- Act as an expert in requirements analysis and solution design, considering both complexity and scale.
- Strategize with client services, product management, and development teams to enhance the client change‐management experience, optimize delivery time‐frames, and establish repeatable, scalable processes.
- Serve as a trusted client advocate and a confident client advisor.
- Bachelor's/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 parallel set, 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 Edinburgh employer: Dormont Manufacturing Co
Dormont Manufacturing Co is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration. With a strong commitment to employee growth, the company provides extensive training opportunities and a comprehensive benefits package, all while supporting a flexible hybrid work model that enhances work-life balance. Join us in shaping the future of lottery solutions in a role that promises meaningful impact and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Sr. Subject Matter Expert - Implementations in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Dormont Manufacturing Co. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sr. Subject Matter Expert - Implementations in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Dormont Manufacturing Co.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Dormont Manufacturing Co's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Dormont Manufacturing Co
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Dormont Manufacturing Co.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Dormont Manufacturing Co will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Dormont Manufacturing Co employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
