Senior Data Migration & Finance Systems Lead

• Applies acquired skills, procedures, and decision-making best practices to resolve various issues

• Loads and validates client data into the Clearwater investment account system as the primary responsibility

• Demonstrates a working knowledge of Clearwater Way methodologies to implement and onboard clients, including aligning and supporting CW's Client Engagement Model

• Identifies opportunities for improvement and takes the lead in implementing solutions, both individually and within their role, for continuous service improvement

• Applies their understanding of the accounting equation, amortization, interest income, and other accounting concepts

• Utilizes their understanding of data intake, normalization, reconciliation, and reporting workflow, along with related concepts

• Applies their understanding of vanilla fixed income and equity investments, comprehending their purpose and functionality within CW

• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner

• Coordinates complex activities effectively within a dynamic and agile environment

Requirements

• Bachelor’s and/or Master’s in finance or math, accounting, economics
• 7+ years of relevant experience
• Strong foundation in accounting knowledge
• Advanced Excel proficiency
• Advanced SQL or other relational databases
• Advanced securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income
• Project Management Skills (ex. project lead)
• Strong computer skills, including proficiency in Microsoft Office
• Excellent attention to detail and strong documentation skills
• Outstanding verbal and written communication skills
• Strong organizational and interpersonal skills
• Exceptional problem-solving abilities and math expertise

🔍 ATS Optimization Keywords
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Hard Skills

• accounting
• Excel
• SQL
• financial markets
• derivatives
• alternatives
• structured products
• fixed income
• data normalization
• reporting workflow

Soft Skills

• problem-solving
• attention to detail
• documentation
• verbal communication
• written communication
• organizational skills
• interpersonal skills
• project management
• decision-making
• continuous improvement