Sr. Subject Matter Expert

5 days ago


Kowloon, Hong Kong SAR China Clearwater Analytics Full time

Sr. Subject Matter Expert - Implementations The Global Delivery division is responsible for onboarding all new clients onto Clearwater's SaaS platform. As a Subject Matter Expert, you will work on a variety of client implementations, such as Solvency II reporting and Derivatives & Alternatives asset classes, to provide deep domain expertise. You will collaborate with analysts, team leads, program managers, and development teams to strategize and enhance our product offering, streamline the client onboarding experience, and accelerate delivery timeframes through scalable processes. Responsibilities Lead the implementation of Clearwater Way methodologies for client implementation and onboarding, aligning with Clearwater's Client Engagement Model. Proactively identify opportunities for improvement and take the lead in developing solutions within your role or team. Provide guidance to peers on industry knowledge while Clearwater‑specific assumptions and functionality are being developed; a confident client advisor role is expected. Apply Clearwater's core value proposition (aggregate, reconcile, report) in a general context and develop expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance). Demonstrate confidence in handling financial accounting and investment statements, utilizing dashboards, report manager, formulas, advanced grouping, and filtering. Be an expert in Clearwater's core offerings of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of user stories as best practice. Effectively communicate and collaborate with a global team to resolve problems and address client inquiries accurately and efficiently. Share knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs), and influence thought leadership through whitepapers. Serve as a trusted client advocate and confident client advisor. Influence project stakeholders by providing clear solutions for their requirements. Strategize with product management and development teams to enhance the client onboarding experience, reduce delivery timeframes, and establish repeatable, scalable processes. Required Skills Advanced skills in project management tools (Clarizen, Salesforce, JIRA) and Clearwater tools/skills related to your area of expertise (e.g., asset classes, accounting). Advanced knowledge of investment accounting policies and procedures, equities, fixed income, and structured products. Proven history of proficient Excel use. Dynamic problem‑solving skills and an innate sense of curiosity. Experience in securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income. Advanced experience with general ledger systems (e.g., Workday, Peoplesoft) and period‑end close processes. Advanced project management and leadership skills. 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. Education and Experience Bachelors/Masters in Finance, Accounting, or a related field. 7+ years of relevant experience in a related field. #J-18808-Ljbffr


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