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Reconciliation Analyst- Global Delivery

Company: Clearwater Analytics
Location: Boise
Posted on: October 18, 2020

Job Description:

DESCRIPTION

Clearwater is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business casual workplace and beautiful surroundings.


  • Work closely with a cross-functional team of analysts, engineers, implementation specialists, and program managers to increase efficiency and automation between data feeds and internal systems
  • Reconcile investment transactions using a state-of-the-art web-based system
  • Verify data with custodial banks, data providers, and internal teams to ensure accuracy and consistency
  • Identify patterns & trends and research & resolve problems and inconsistencies
  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
  • Work closely with Program Managers to build and manage relationships with strategic clients

    Managed assigned projects and coordinate necessary resources

    REQUIREMENTS


    • Bachelor's degree or equivalent experience in a relevant area of study
    • Strong problem solving skills; able to approach problems creatively
    • Ability to concisely convey information through verbal and written communication
    • Strong organizational and interpersonal skills
    • Excellent verbal and written communication skills
    • Good computer skills including standard Excel formulas
    • Intense desire to learn and improve at a rapid pace every day

      Desired Experience and Skills:


      • SQL querying skills
      • Advanced Excel proficiency, such as VLOOKUP, SUMIF, Pivot Tables, and Ribbon utilization
      • Finance and/or accounting experience
      • Securities and/or financial markets experience
      • Experience with project-based work and/or implementations a plus

        What we offer:


        • Headquarters in the heart of downtown Boise
        • Business casual atmosphere in a flexible working environment
        • Team focused culture that promotes innovation and ownership
        • Access to cutting edge investment reporting technology and expertise
        • Continual learning, professional development and growth opportunities
        • Competitive salary and benefits package; including health, vision and dental
        • Additional benefits including PTO, 401(k) with 4% employer match

          About Clearwater Analytics--

          Clearwater Analytics-- is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

          Clearwater aggregates, reconciles, and reports on more than $4 trillion in assets across thousands of accounts daily for Fortune 500 clients.

Keywords: Clearwater Analytics, Boise , Reconciliation Analyst- Global Delivery, Professions , Boise, Idaho

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