CPA - Certified Public Accountant, CFF - Certified in Financial Forensics, CGMA - Chartered Global Management Accountant
Accountant, Accounting, CPA, Financial Accounting
Bachelors or equivalent
Clearwater Analytics is a leader in providing investment technology for Corporations, Insurers and Investment Managers on a global scale. We are looking for determined individuals to build relationships with our world-class clients.
An ideal addition to our team is someone who hits the ground running, is excited by consistent challenge, and has an innate desire to solve problems.
Challenges You Tackle:
Collaborate directly with clients to build and own valuable relationships and ensure their success
Manage client inquiries & deliver accurate Financial Statements & Analytics (main contacts include C-Level and other key decision makers at world-renowned companies)
Handle complex accounting & finance questions posed by clients
Provide client training (including discussions on Accounting, GAAP, STAT & GIPS procedures)
Reconcile investment transactions & accounting information for client portfolios
Clearwater Analytics is an innovative provider of investment portfolio reporting and analytics for institutional investors in over 4,500 organizations. We leverage web-based software and world-class client service to help our clients automate investment accounting, monitor investment policy compliance, and analyze portfolio performance and risk. Clearwater's daily-aggregated and reconciled solutio...ns deliver the highest level of portfolio transparency on the market today.
With clients that span the insurance, technology and consumer sectors, to name a few, we report on over $1.7 trillion in assets. Insurers like Aon, C.V. Starr, GroupHealth, Hiscox, The Main Street America Group, CopperPoint, Savings Bank Life Insurance Company of Massachusetts and WellCare, and corporate standouts like Best Buy, Cisco, Costco, Facebook, Netflix, Oracle and Yahoo!, and many others, trust Clearwater to streamline the complexities of aggregating, reconciling, analyzing and reporting on their investment portfolios. We also partner with more than 50 custodians, asset managers, dealer/brokers and electronic trading portals, who offer Clearwater to their thousands of clients.
Headquartered in Boise, Idaho, with satellite offices in the financial district in New York City, and Edinburgh, U.K., Clearwater’s technology sets the new standard for investment portfolio reporting.