&lt;h2&gt;The Job&lt;/h2&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;We’re looking for a Senior Financial Analyst who will bring experiences to date, learn from us, and help develop a truly world-class, values-centered, metrics-based finance organization to help Tango Card achieve our long-term goals.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;You will become an immediate value to the organization with high visibility within a finance organization of experienced professionals. Ideally, we would like someone in close proximity to our Seattle location, however, we offer a choice-first work environment where you can determine what works best for you and our team regarding your working location.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Reports To: &lt;span style=&quot;font-weight: 400;&quot;&gt;Senior Director, FP&amp;amp;A&lt;/span&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;h3&gt;As Senior Financial Analyst at Tango Card, you will:&lt;/h3&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Partner with Senior Executives to drive sound financial decisions.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Develop financial models through benchmarking and process analysis.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Forecast monthly, quarterly, and annual business results.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Prepare analysis to drive sound investments in People, Marketing, Technology, etc.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Analyze and report on current financial results, delivering variance analysis.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Explore investment options and present risk and opportunities.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Coordinate the senior executive team on long-term financial planning.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Compare anticipated and actual results and identify areas of improvement.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Partner with accounting to ensure data accuracy.&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;h3&gt;To be effective in our Senior Financial Analyst role, you must have:&lt;/h3&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Ability to collaborate in a high-growth environment with Sr. Executives&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Proactive growth mindset with a can-do spirit and willingness to dive into details&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Hands-on experience with financial and statistical software&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Expertise in MS Excel (creating spreadsheets and using advanced formulas)&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Excellent analytical skills looking beyond the numbers&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Proven work experience as a Senior Financial Analyst or similar role&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Ability to present financial data using detailed reports and charts&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Demonstrable strategic thinking skills&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;BS degree in Finance, Accounting, Economics, or related field. Proven work experience as a Financial Analyst or similar role&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;h3&gt;Our ideal Senior Financial Analyst at Tango Card will have most of the following skills and experience:&lt;/h3&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Experience with SQL, Tableau, and/or Budgeting Software is a strong plus.&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;MBA, CFA, or CPA preferred&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;2+ years hands-on experience with financial and statistical software&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Please note: visa sponsorship is not available for this position.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;p data-renderer-start-pos=&quot;2489&quot;&gt;&lt;em data-renderer-mark=&quot;true&quot;&gt;#Li-Remote&amp;nbsp;&lt;/em&gt;&lt;em data-renderer-mark=&quot;true&quot;&gt;#BI-Remote&lt;/em&gt;&lt;/p&gt;&lt;div class=&quot;content-conclusion&quot;&gt;&lt;h2&gt;What You&#x27;ll Get From Us&lt;/h2&gt;
&lt;ul&gt;
&lt;li&gt;Competitive compensation package (money isn’t everything, but it helps)&lt;/li&gt;
&lt;li&gt;Medical, dental, and vision benefits (100% employer paid premium)&lt;/li&gt;
&lt;li&gt;Unlimited PTO and a generous holiday schedule&lt;/li&gt;
&lt;li&gt;401(k) matching and equity opportunities (401(k) is a 100% match of up to 6%)&lt;/li&gt;
&lt;li&gt;Home-Office grant for ensuring a great WFH environment during social-distancing measures&lt;/li&gt;
&lt;li&gt;Award-winning culture that fosters autonomy, creativity, inclusion, transparency, and ownership&lt;/li&gt;
&lt;li&gt;Continued education and self-growth opportunities through Udemy&lt;/li&gt;
&lt;li&gt;Dog-friendly offices&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;What We’re Up to at Tango Card&lt;/h2&gt;
&lt;p&gt;Tango Card helps thousands of companies reach their goals by making rewards and incentives easy to send and awesome to receive. Our customers genuinely love working with us, and it shows: We’ve made the Inc. 5000 list of the fastest-growing private companies in America for the last five years. We’re backed by a stellar group of investors, including the private equity firm FTV (which led a $35M growth equity round in 2018), Fyrfly Venture Partners, Floodgate Capital, Eric Schmidt’s Innovation Endeavors, SWaN &amp;amp; Legend partners, and WTI.&lt;/p&gt;
&lt;h2&gt;Why Work for Us&lt;/h2&gt;
&lt;p&gt;Tango Card is proud to have been rated one of the Best Companies to work for by Built In Seattle. We’re on an incredible path to be the #1 rewards provider, and we are hiring amazing people across all areas of the business to accomplish our vision.&lt;/p&gt;
&lt;p&gt;We foster an office culture of autonomy and transparency with flexible working hours and slim team structures. We provide our team members with what they need to be successful—whether that’s the latest technology at their fingertips or empowering them to attend conferences about industry trends. We’re committed to promoting mentorship and career development opportunities for our team members. Our physical offices are designed for productivity and comfort with standing desks, comfortable pod chairs, and a very dog-friendly environment. If working from home is more your thing, many roles offer the choice to establish a remote office. With a company like Tango Card that’s experiencing high growth year over year, career opportunities abound and you have the chance to create, own, and grow your role.&lt;/p&gt;
&lt;p&gt;COVID-19 Update: To learn more about how Tango Card has adapted during these times, take a look at our blog post,&amp;nbsp;&lt;a href=&quot;https://www.rewardsgenius.com/blog/how-tango-card-is-changing-in-the-face-of-covid-19/&quot;&gt;How Tango Card is Changing in the Face of COVID-19&lt;/a&gt;, by our CEO, David Leeds.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Tango Card is proud to extend its Voluntary WA State Paid Family Medical Leave Plan to employees across all Tango Card locations.&lt;/em&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Tango Card is an equitable and equal opportunity employer; we’re strong because we’re diverse and prioritize inclusive practices. All applicants will be recruited and considered for employment regardless of their social identities, including but not limited to race, gender, color, religion, belief, national origin, age, sexual orientation, disability, and other protected classes. We thrive in the areas of recruiting and hiring when we have a growing awareness of the challenges faced by underrepresented candidates during the application and hiring process. We encourage all candidates to apply for roles they feel they have the skills to fulfill or a willingness to learn. &lt;/strong&gt;&lt;/p&gt;&lt;/div&gt;

Senior Financial Analyst

&lt;h2&gt;&lt;strong&gt;The Job&lt;/strong&gt;&lt;/h2&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Tango Card is serious about driving our company&#x27;s growth using the power of workplace data. We’re seeking a Director of Business Intelligence &amp;amp; Analytics to guide all departments to understand their business results. As a trusted, creative leader you will partner with company leaders and key stakeholders, and collaborate to determine clear key metrics, information and insights. You have many analytical tools in your toolbox, including data definitions, analysis, and visualizations. If you excel at thinking strategy, enjoy partnering across diverse and dynamic teams (e.g. Business Systems, Enterprise Data Architecture, Data Engineering), and want to feel your direct impact at a technology company - this could be it.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;&lt;strong&gt;Reports To: &lt;/strong&gt;Vice President, Business Technology.&lt;/span&gt;&lt;/p&gt;
&lt;h3&gt;You will be successful as a Director of BI &amp;amp; Analytics at Tango Card if you:&lt;/h3&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Are skilled at solving ambiguous problems. You know what questions to ask. You think both forward, and proactively when crafting analytic solutions.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Possess outstanding written, verbal, and presentation skills. We are proud to have remote-based teams with diverse technical backgrounds. The ability to collaborate across teams effectively is key!&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Demonstrate an entrepreneurial approach to BI. Design and drive creative, scalable, realistic projects that help Tango Card deliver on our Strategy Goals. Have open communication to share, collaborate, adopt change, and decide on the best approach for TC.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Are a strategic problem solver with tactical abilities. You can build, delegate, and deliver.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Promote an environment of sharing, exploration and teamwork across departments.&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;h3&gt;As Director of BI &amp;amp; Analytics at Tango Card, you will:&lt;/h3&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Define and evolve our BI and Data Analytics vision.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Partner with key collaborators and company leadership to advise objectives, measure key results, establish and monitor KPIs, and identify impactful supporting initiatives.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;Build and curate an actionable and iterative roadmap, ensuring there is defined ownership and responsibility as well as dependencies identified&lt;span style=&quot;font-weight: 400;&quot;&gt;.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Lead all Business Intelligence, Data Analytics, and relevant reporting functions&lt;/span&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;. Guide the team to gather analysis and reporting requirements to determine priorities. You are accountable for the delivery, success, and integrity of this data!&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Collaborate with Leadership, Product Engineering, Data Engineering, within Business Technology, and beyond. Serve as a partner and subject-matter guide.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Proactively identify and create insights for such operations as product performance, sales opportunities, and regulatory compliance predictive needs. Understand competitive market strategies and relate Tango Card’s performance.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Work with architects to maintain, update, or bring in new BI tools and Databases, as a part of thought leadership around data delivery. Work to make these insights actionable across our systems.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Proactively communicate, listen, and advocate for business-impacting data and analysis throughout the organization, including regularly giving BI training and presentations.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Lead priorities, initiatives, projects, and tasks for the team.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Be comfortable as a do-er or a leader.&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;h3&gt;To be effective in our Director of BI &amp;amp; Analytics role, you must have:&lt;/h3&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;7+ years of leading analytics teams. You’ve been responsible for designing, developing, testing and implementing successful, scalable, and secure business intelligence solutions in a modern, high-volume environment&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;5+ years of requirements gathering experience across multiple applications and business functions.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;3+ years modern architecture technology experience (e.g. Snowflake, Redshift)&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Advanced proficiency in SQL and practical experience with Python and/or R&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Proficient in data visualization tools (e.g. Tableau)&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Experience developing and leading company-wide data governance frameworks. Understanding of how to develop practical frameworks that ensure the validity and accuracy of data&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Experience holding supervisory responsibility for all Business Intelligence and Analytics relevant reporting roles and associated personnel; possibly other roles in the future&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;h3&gt;Our ideal Director of BI &amp;amp; Analytics at Tango Card will have most of the following skills and experience:&lt;/h3&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Experience in Tango Card’s technology stack is preferred (e.g. Snowflake, Tableau, dbt, Fivetran, Workato, Salesforce, NetSuite, HubSpot)&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Background in data science and leading teams to deliver relevant artifacts&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Experience with change management, Git/GitHub, Jira, and Agile workflows a plus&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;br&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Please note: visa sponsorship is not available for this position.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;em&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;#Li-Remote&amp;nbsp; #BI-Remote&lt;/span&gt;&lt;/em&gt;&lt;/p&gt;&lt;div class=&quot;content-conclusion&quot;&gt;&lt;h2&gt;What You&#x27;ll Get From Us&lt;/h2&gt;
&lt;ul&gt;
&lt;li&gt;Competitive compensation package (money isn’t everything, but it helps)&lt;/li&gt;
&lt;li&gt;Medical, dental, and vision benefits (100% employer paid premium)&lt;/li&gt;
&lt;li&gt;Unlimited PTO and a generous holiday schedule&lt;/li&gt;
&lt;li&gt;401(k) matching and equity opportunities (401(k) is a 100% match of up to 6%)&lt;/li&gt;
&lt;li&gt;Home-Office grant for ensuring a great WFH environment during social-distancing measures&lt;/li&gt;
&lt;li&gt;Award-winning culture that fosters autonomy, creativity, inclusion, transparency, and ownership&lt;/li&gt;
&lt;li&gt;Continued education and self-growth opportunities through Udemy&lt;/li&gt;
&lt;li&gt;Dog-friendly offices&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;What We’re Up to at Tango Card&lt;/h2&gt;
&lt;p&gt;Tango Card helps thousands of companies reach their goals by making rewards and incentives easy to send and awesome to receive. Our customers genuinely love working with us, and it shows: We’ve made the Inc. 5000 list of the fastest-growing private companies in America for the last five years. We’re backed by a stellar group of investors, including the private equity firm FTV (which led a $35M growth equity round in 2018), Fyrfly Venture Partners, Floodgate Capital, Eric Schmidt’s Innovation Endeavors, SWaN &amp;amp; Legend partners, and WTI.&lt;/p&gt;
&lt;h2&gt;Why Work for Us&lt;/h2&gt;
&lt;p&gt;Tango Card is proud to have been rated one of the Best Companies to work for by Built In Seattle. We’re on an incredible path to be the #1 rewards provider, and we are hiring amazing people across all areas of the business to accomplish our vision.&lt;/p&gt;
&lt;p&gt;We foster an office culture of autonomy and transparency with flexible working hours and slim team structures. We provide our team members with what they need to be successful—whether that’s the latest technology at their fingertips or empowering them to attend conferences about industry trends. We’re committed to promoting mentorship and career development opportunities for our team members. Our physical offices are designed for productivity and comfort with standing desks, comfortable pod chairs, and a very dog-friendly environment. If working from home is more your thing, many roles offer the choice to establish a remote office. With a company like Tango Card that’s experiencing high growth year over year, career opportunities abound and you have the chance to create, own, and grow your role.&lt;/p&gt;
&lt;p&gt;COVID-19 Update: To learn more about how Tango Card has adapted during these times, take a look at our blog post,&amp;nbsp;&lt;a href=&quot;https://www.rewardsgenius.com/blog/how-tango-card-is-changing-in-the-face-of-covid-19/&quot;&gt;How Tango Card is Changing in the Face of COVID-19&lt;/a&gt;, by our CEO, David Leeds.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Tango Card is proud to extend its Voluntary WA State Paid Family Medical Leave Plan to employees across all Tango Card locations.&lt;/em&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Tango Card is an equitable and equal opportunity employer; we’re strong because we’re diverse and prioritize inclusive practices. All applicants will be recruited and considered for employment regardless of their social identities, including but not limited to race, gender, color, religion, belief, national origin, age, sexual orientation, disability, and other protected classes. We thrive in the areas of recruiting and hiring when we have a growing awareness of the challenges faced by underrepresented candidates during the application and hiring process. We encourage all candidates to apply for roles they feel they have the skills to fulfill or a willingness to learn. &lt;/strong&gt;&lt;/p&gt;&lt;/div&gt;

Director of Business Intelligence & Analytics

&lt;p&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;The&lt;/span&gt;&lt;strong&gt;&amp;nbsp;Financial Analyst&lt;/strong&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt; serves as the primary liaison between raw data and high-level executive decision making for the Go-To-Market team. The position provides routine and ad hoc financial analysis The Financial Analyst will report directly to the Sr. Director of FP&amp;amp;A and will partner closely with all the Sales and Marketing executives as well as sales operations teams to plan and prioritize supporting the company’s Go-To-Market initiatives. The ideal candidate has outstanding partnership and communication skills, handle multiple priorities, as well as the ability to deal with the ambiguity that comes in a fast-growing organization.&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;What you will be doing:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Develop and monitor performance indicators, highlighting trends and analyzing causes of unexpected variances such as pipeline analysis, pricing. Work with team members to enhance global Sales and Marketing operational performance trends (historical and forecasted) using appropriate metrics.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Assist in other ad-hoc analysis in partnership with Sales ops and presentation of strategic materials for Sales management.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Collaborate with various functional departments and internally within Finance as appropriate.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Analyze and report on financial results and key metrics – distilling/synthesizing key trends and assessing current and future business risk. Including analysis of commissions, quota setting, and S&amp;amp;M efficiency.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Participate in strategic data analysis and research and modeling for senior company leadership&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Fulfill ad-hoc analytical requests as needed&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What we need from you:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Bachelors Degree in Finance or related relevant areas&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;2 to 5 years of related experience in investment banking or financial planning&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Be flexible! We love to change it up by using different technologies and need you to be open to new and different!&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Love to learn! To get the greatest solutions we need to continually explore what’s new and be willing to dive in and learn.&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Strong proficiency in Excel and PowerPoint - building financial and decision support models and reports&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Proven ability to form strong business partner relationships&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Clear and effective communication skills, both verbal and written&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Excellent problem solving and analytical skills&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Self-starter that adapts well to change in a fast-paced, dynamic workplace&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Great attitude, willingness to perform and get things done&lt;/span&gt;&lt;/li&gt;
&lt;li style=&quot;font-weight: 400;&quot;&gt;&lt;span style=&quot;font-weight: 400;&quot;&gt;Comfortable working with large data sets&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;About Us&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Sumo Logic is the pioneer in continuous intelligence, a new category of software, which enables organizations of all sizes to address the data challenges and opportunities presented by digital transformation, modern applications, and cloud computing. The Sumo Logic Continuous Intelligence Platform™ automates the collection, ingestion, and analysis of application, infrastructure, security, and IoT data to derive actionable insights within seconds. More than 2,100 customers rely on Sumo Logic to build, run, and secure their modern applications and cloud infrastructures. Only Sumo Logic delivers its platform as a true, multi-tenant SaaS architecture, across multiple use-cases, enabling businesses to thrive in the Intelligence Economy.&lt;/p&gt;

Financial Analyst

&lt;p&gt;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.&amp;nbsp;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;We are hiring a Business Analyst – Business Ops and Analytics who will partner with business leaders to develop and improve all centralized surveys conducted in the company such as NPS, CSAT and ESS. By bringing uniformity and transparency to the process, we will help build a culture of continuous improvement, accountability, and meritocracy. We are looking for someone who is innovative with a continuous improvement mindset. You must have a love of learning, desire to grow, and a willingness to question and push for excellence.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities:&lt;/strong&gt;&amp;nbsp;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Manages end-to-end survey process and ensures best practices are being followed&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Partners with the business to drive participation&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Review and present program status and analyses with business leaders prior to meetings&amp;nbsp;with CEO and other key stakeholders&amp;nbsp;&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Ensures accuracy of data being presented to business leaders&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Identify trends and/or areas of improvement and communicates the insights of these to the wider business&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Responds quickly to ad-hoc requests while maintaining regular reporting deliverables&amp;nbsp;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;About you:&amp;nbsp;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;You are seen as a&amp;nbsp;key resource on the team.&amp;nbsp;&lt;/li&gt;
&lt;li&gt;You&amp;nbsp;are able to&amp;nbsp;prioritize or meet deadlines/SLAs.&amp;nbsp;&lt;/li&gt;
&lt;li&gt;You actively collaborate&amp;nbsp;and ask questions&amp;nbsp;while thinking&amp;nbsp;about the bigger picture.&amp;nbsp;&lt;/li&gt;
&lt;li&gt;You&amp;nbsp;proactively identify ways to make things better.&amp;nbsp;&lt;/li&gt;
&lt;li&gt;You can&amp;nbsp;lead through credibility&amp;nbsp;and&amp;nbsp;influence.&amp;nbsp;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Desired Experience and Skills:&lt;/strong&gt;&amp;nbsp;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;2+ years working as a business or research analyst&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Expert knowledge of Excel – Vlookup, graphs, pivot functions, etc.&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Good understanding of analytic reporting&lt;/li&gt;
&lt;li&gt;Strong ability to prioritize projects and report deliverables&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Manages own projects, determining appropriate approach, resources, and timeframes&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Strong interpersonal skills – needs to be able to drive the business&amp;nbsp;&amp;nbsp;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What we offer:&amp;nbsp;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Headquarters in the heart of downtown Boise&amp;nbsp;with global offices in New York, Seattle, Edinburgh, London, Paris, Singapore&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Business casual atmosphere in a flexible working environment&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Continual learning, professional development, and growth opportunities&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Competitive salary and benefits package; including health, vision and dental&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Additional benefits including PTO, 401(k) with 4% employer match&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Maternity and Paternity leave &lt;/li&gt;
&lt;/ul&gt;

Business Analyst

&lt;p&gt;&lt;strong&gt;About Clearwater Analytics®&lt;/strong&gt;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;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 $5.5 trillion in assets across thousands of accounts daily.&lt;/p&gt;
&lt;div&gt;This role will be responsible for onboarding some of our largest clients and most complex assets, including everything from determining how best to model certain securities, loading the assets onto our system, as well as establishing data feeds that allow for automated reconciliation and reporting.&quot;&lt;/div&gt;
&lt;p&gt;&lt;strong&gt;Description&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;The Billing Manager will oversee all day-to-day activities for executing and managing a team for the monthly invoicing cycle and supporting our clients. This includes the sending of invoices for monthly close, coordinating and completing work during the month in preparation of close, client questions and escalations, billing adjustments, and development of the team as a whole. The ideal candidate will be expected to exhibit high degree of being detail oriented, be self-motivated, results driven, and ability and focus to research root causes as problems arise.&lt;/p&gt;
&lt;p&gt;This role is an integral part of the Finance and Accounting Team, and also collaborates with nearly all areas of the business in a fast-paced environment, bringing enthusiasm to the office, all while being a hands on contributor with consistent performance and sense of urgency and commitment.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Oversee the monthly close process for invoicing team and facilitate timely resolution and triaging of information to deliver accurate revenue reporting&lt;/li&gt;
&lt;li&gt;Manage, coach, and mentor a team that is responsible for these invoicing processes&lt;/li&gt;
&lt;li&gt;Coordinate with Corporate Pricing, Legal, Sales, and Operations to facilitate accurate, timely, and complete resolutions on outstanding matters impacting invoicing&lt;/li&gt;
&lt;li&gt;Oversee system integration that applies sales tax to invoices&lt;/li&gt;
&lt;li&gt;Ownership of contra-revenue reporting and process management&lt;/li&gt;
&lt;li&gt;Review of contracts to identify billing nuances and setup requirements&lt;/li&gt;
&lt;li&gt;Overseeing the commissions management program&lt;/li&gt;
&lt;li&gt;Overseeing and coordinating with team members for collections and AR management&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Requirements&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Bachelor’s degree in Accounting, Business, or Finance&lt;/li&gt;
&lt;li&gt;4+ years of relevant experience&lt;/li&gt;
&lt;li&gt;Experience with managing and leading teams&lt;/li&gt;
&lt;li&gt;Ability to independently resolve complex problems where analysis requires in-depth evaluation of several factors&lt;/li&gt;
&lt;li&gt;Ability to learn and understand systems, integrations, and data integrity&lt;/li&gt;
&lt;li&gt;Proven history of being able to deal with large and complex data sets taken from several systems&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What we offer&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Headquarters in the heart of downtown Boise&lt;/li&gt;
&lt;li&gt;Business casual atmosphere in a flexible working environment&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&lt;/li&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&lt;/li&gt;
&lt;li&gt;Continual learning, professional development and growth opportunities&lt;/li&gt;
&lt;li&gt;Competitive salary and&amp;nbsp;benefits&amp;nbsp;package; including health, vision and dental&lt;/li&gt;
&lt;li&gt;Additional&amp;nbsp;benefits&amp;nbsp;including PTO, 401(k) with 4% employer match&lt;/li&gt;
&lt;/ul&gt;

Billing Manager 

&lt;p&gt;&lt;strong&gt;About Clearwater Analytics®&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;DESCRIPTION&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Do you have a passion for data analysis, solving problems and improving processes? We are looking for a candidate that is a detail-oriented self-starter to join our Data Normalization team, which supports our Client Services, Product Management and Development teams.&lt;/p&gt;
&lt;p&gt;The&amp;nbsp;Data Flow Engineer will analyze data content and semantics, and, using a scripting language, write rules to normalize external data to be integrated into our systems. You will also be required to review and analyze existing code to make improvements or troubleshoot issues.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Import and validate initial account reconciliation data for new clients&lt;/li&gt;
&lt;li&gt;Data Mapping: using an internal framework, script the translation of external financial data to internal formats&lt;/li&gt;
&lt;li&gt;Fulfill data mining requests from Operations and Development groups&lt;/li&gt;
&lt;li&gt;Automate daily process monitoring and reporting&lt;/li&gt;
&lt;li&gt;Interact frequently with internal departments including Client Services and Development, as well as external clients and vendors&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;REQUIREMENTS&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Bachelor&#x27;s degree in Math, Computer Information Systems, or other relevant degree&lt;/li&gt;
&lt;li&gt;Strong problem solving and math skills&lt;/li&gt;
&lt;li&gt;Strong understanding of SQL and relational database principals&lt;/li&gt;
&lt;li&gt;Experience with a scripting programming language like Groovy, Perl or Python&lt;/li&gt;
&lt;li&gt;Experience with Microsoft Excel&lt;/li&gt;
&lt;li&gt;Excellent communication and organizational skills&lt;/li&gt;
&lt;li&gt;Ability to pick up new tasks quickly and a willingness to learn&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Desired Experience and Skills&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Securities, accounting, and financial experience&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What we offer&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Headquarters in the heart of downtown Boise&lt;/li&gt;
&lt;li&gt;Business casual atmosphere in a flexible working environment&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&lt;/li&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&lt;/li&gt;
&lt;li&gt;Continual learning, professional development and growth opportunities&lt;/li&gt;
&lt;li&gt;Competitive salary and&amp;nbsp;benefits&amp;nbsp;package; including health, vision and dental&lt;/li&gt;
&lt;li&gt;Additional&amp;nbsp;benefits&amp;nbsp;including PTO, 401(k) with 4% employer match&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;

Data Flow Engineer

&lt;p&gt;&lt;strong&gt;Description&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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 &amp;amp; information, business casual workplace, beautiful surroundings and a great work-life balance.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Reconcile investment transactions and accounting for portfolios using a state-of-the-art web-based system&lt;/li&gt;
&lt;li&gt;Reach out to custodial banks, data providers, and account managers to ensure accuracy and consistency of financial records&lt;/li&gt;
&lt;li&gt;Continuous learning and improvement in a constantly changing work environment&lt;/li&gt;
&lt;li&gt;Manage client inquiries &amp;amp; requests (main contacts include Treasurers &amp;amp; upper-level Accounting Managers)&lt;/li&gt;
&lt;li&gt;Deliver timely and accurate information regarding Financial Statements &amp;amp; Analytics Reporting&lt;/li&gt;
&lt;li&gt;Work closely with Account Managers to build and manage valuable relationships with clients (institutional investors and investment managers)&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Requirements&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Bachelor’s degree in related area of study&lt;/li&gt;
&lt;li&gt;Excellent verbal and written communication skills&lt;/li&gt;
&lt;li&gt;Strong organizational and interpersonal skills&lt;/li&gt;
&lt;li&gt;Strong problem solving and math skills&lt;/li&gt;
&lt;li&gt;Strong computer skills, including Excel&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Desired Experience and Skills&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Finance and/or accounting experience&lt;/li&gt;
&lt;li&gt;Knowledge of GAAP and/or fixed income investments&lt;/li&gt;
&lt;li&gt;Securities or financial markets experience&lt;/li&gt;
&lt;li&gt;Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization&lt;/li&gt;
&lt;li&gt;SQL query writing skills&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What we offer:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Headquarters in the heart of downtown Boise&lt;/li&gt;
&lt;li&gt;Business casual atmosphere in a flexible working environment&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&lt;/li&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&lt;/li&gt;
&lt;li&gt;Continual learning, professional development and growth opportunities&lt;/li&gt;
&lt;li&gt;Competitive salary and benefits package; including health, vision and dental&lt;/li&gt;
&lt;li&gt;Additional benefits including PTO, 401(k) with 4% employer match&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;About Clearwater Analytics®&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for Fortune 500 companies.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;

Reconciliation Implementation Analyst

&lt;p&gt;The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.&lt;/p&gt;
&lt;p&gt;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 &amp;amp; information, business casual workplace, beautiful surroundings and a great work-life balance.&lt;/p&gt;
&lt;section class=&quot;section section--text&quot;&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Reconcile investment transactions and accounting for portfolios using a state-of-the-art web-based system&lt;/li&gt;
&lt;li&gt;Reach out to custodial banks, data providers, and account managers to ensure accuracy and consistency of financial records&lt;/li&gt;
&lt;li&gt;Continuous learning and improvement in a constantly changing work environment&lt;/li&gt;
&lt;li&gt;Manage client inquiries &amp;amp; requests (main contacts include Treasurers &amp;amp; upper-level Accounting Managers)&lt;/li&gt;
&lt;li&gt;Deliver timely and accurate information regarding Financial Statements &amp;amp; Analytics Reporting&lt;/li&gt;
&lt;li&gt;Work closely with Service Delivery Managers to build and manage valuable relationships with clients (institutional investors and investment managers)&lt;/li&gt;
&lt;/ul&gt;
&lt;/section&gt;
&lt;section class=&quot;section section--text&quot;&gt;
&lt;p&gt;&lt;strong&gt;Desired Experience and Skills&lt;/strong&gt;:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;3 plus years of relevant experience&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Bachelor’s Degree and relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations&lt;/li&gt;
&lt;li&gt;Working knowledge of financial services, accounting, structured products, derivatives, fixed income securities, GAAP, etc&lt;/li&gt;
&lt;li&gt;Securities or financial markets experience&lt;/li&gt;
&lt;li&gt;Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization&lt;/li&gt;
&lt;li&gt;SQL query writing skills&lt;/li&gt;
&lt;/ul&gt;
&lt;/section&gt;
&lt;p&gt;&lt;strong&gt;What we offer:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Headquarters in the heart of downtown Boise&lt;/li&gt;
&lt;li&gt;Business casual atmosphere in a flexible working environment&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&lt;/li&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&lt;/li&gt;
&lt;li&gt;Continual learning, professional development and growth opportunities&lt;/li&gt;
&lt;li&gt;Competitive salary and benefits package; including health, vision and dental&lt;/li&gt;
&lt;li&gt;Additional benefits including PTO, 401(k) with 4% employer match&lt;/li&gt;
&lt;li&gt;Maternity and Paternity leave&amp;nbsp;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;About Clearwater Analytics®&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $6.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.&lt;/p&gt;

Client Servicing Analyst

Reconciliation Analyst 

&lt;p&gt;The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.&lt;/p&gt;
&lt;p&gt;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 &amp;amp; information, business casual workplace, beautiful surroundings.&amp;nbsp;&lt;/p&gt;
&lt;section class=&quot;section section--text&quot;&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Reconcile investment transactions and accounting for portfolios using a state-of-the-art web-based system&lt;/li&gt;
&lt;li&gt;Reach out to custodial banks, data providers, and account managers to ensure accuracy and consistency of financial records&lt;/li&gt;
&lt;li&gt;Continuous learning and improvement in a constantly changing work environment&lt;/li&gt;
&lt;li&gt;Manage client inquiries &amp;amp; requests (main contacts include Treasurers &amp;amp; upper-level Accounting Managers)&lt;/li&gt;
&lt;li&gt;Deliver timely and accurate information regarding Financial Statements &amp;amp; Analytics Reporting&lt;/li&gt;
&lt;li&gt;Work closely with Service Delivery Managers to build and manage valuable relationships with clients (institutional investors and investment managers)&lt;/li&gt;
&lt;/ul&gt;
&lt;/section&gt;
&lt;section class=&quot;section section--text&quot;&gt;
&lt;p&gt;&lt;strong&gt;Desired Experience and Skills&lt;/strong&gt;:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Bachelor’s Degree and 2+ years of directly relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations&lt;/li&gt;
&lt;li&gt;Working knowledge of financial services, accounting, structured products, derivatives, fixed income securities, GAAP, etc&lt;/li&gt;
&lt;li&gt;Securities or financial markets experience&lt;/li&gt;
&lt;li&gt;Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization&lt;/li&gt;
&lt;li&gt;SQL query writing skills&lt;/li&gt;
&lt;/ul&gt;
&lt;/section&gt;
&lt;p&gt;&lt;strong&gt;What we offer:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Headquarters in the heart of downtown Boise&lt;/li&gt;
&lt;li&gt;Business casual atmosphere in a flexible working environment&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&lt;/li&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&lt;/li&gt;
&lt;li&gt;Continual learning, professional development and growth opportunities&lt;/li&gt;
&lt;li&gt;Competitive salary and benefits package; including health, vision and dental&lt;/li&gt;
&lt;li&gt;Additional benefits including PTO, 401(k) with 4% employer match&lt;/li&gt;
&lt;li&gt;Maternity and Paternity leave&amp;nbsp;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;About Clearwater Analytics®&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $6.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.&lt;/p&gt;

Client Servicing Analyst- Sawtooth

&lt;section class=&quot;section section--text&quot;&gt;
&lt;p&gt;&lt;strong&gt;&lt;span data-contrast=&quot;none&quot;&gt;About Clearwater Analytics®&lt;/span&gt;&lt;/strong&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:0,&amp;quot;335559738&amp;quot;:0,&amp;quot;335559739&amp;quot;:0,&amp;quot;335559740&amp;quot;:240}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast=&quot;none&quot;&gt;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 $5.6 trillion in assets across thousands of accounts daily for our Fortune 500 clients&lt;/span&gt;&lt;span data-ccp-props=&quot;{}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;&lt;span data-contrast=&quot;none&quot;&gt;Position Details&lt;/span&gt;&lt;/strong&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:0,&amp;quot;335559738&amp;quot;:0,&amp;quot;335559739&amp;quot;:0,&amp;quot;335559740&amp;quot;:240}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;span data-contrast=&quot;none&quot;&gt;The&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;Business Systems Analyst&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;will help&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;support the Salesforce.com deployment. The BSA will also have influence in&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;the ongoing development of our&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;Salesforce instance&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;. The successful candidate will have a record of success in improving processes and adoption using the Force.com platform.&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;As a member of the&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;Enterprise Applications&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;team&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;you will be called upon to&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;work closely with Sales, Marketing, Client Services&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;, Finance,&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;and other departments to identify, develop, and deploy new business processes&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;to increase operational efficiency&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;.&amp;nbsp;&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:0,&amp;quot;335559738&amp;quot;:0,&amp;quot;335559739&amp;quot;:0,&amp;quot;335559740&amp;quot;:240}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;&lt;span data-contrast=&quot;none&quot;&gt;Responsibilities&lt;/span&gt;&lt;/strong&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:0,&amp;quot;335559738&amp;quot;:0,&amp;quot;335559739&amp;quot;:0,&amp;quot;335559740&amp;quot;:240}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;1&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Serve as system administrator for the Salesforce.com environment (Enterprise Edition) with 600&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;+ users&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;2&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Handle basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;3&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Manage Salesforce.com data feeds and other integrations&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Complete regular internal system audits&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Assist in training of new users, and grow the Salesforce.com skill set across the organization&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Work independently to define and document best practices&amp;nbsp;&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Help administer technologies across the Enterprise Apps tech stack (Salesforce,&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;Marketo&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;,&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;InsightSquard&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;, Xactly, Alchemer, Clarizen, etc.)&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;&lt;span data-contrast=&quot;none&quot;&gt;Requirements&lt;/span&gt;&lt;/strong&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:0,&amp;quot;335559738&amp;quot;:0,&amp;quot;335559739&amp;quot;:0,&amp;quot;335559740&amp;quot;:240}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Minimum&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;three&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;year&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;s&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;of&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;experience as a Salesforce.com administrator&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Proven ability to design and implement new processes and facilitate user adoption.&amp;nbsp;&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Strong understanding of the platform, with the ability to build custom apps and objects, formula fields, workflows, custom views, and&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;other&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;&amp;nbsp;content&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Strong understanding of Salesforce.com best practices and functionality&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Strong data management&amp;nbsp;&lt;/span&gt;&lt;span data-contrast=&quot;none&quot;&gt;abilities&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;A documented history of successfully driving projects to completion&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Excellent verbal and written communication skills&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;li data-leveltext=&quot;›&quot; data-font=&quot;Calibri&quot; data-listid=&quot;26&quot; data-aria-posinset=&quot;4&quot; data-aria-level=&quot;1&quot;&gt;&lt;span data-contrast=&quot;none&quot;&gt;Ability to pick up new tasks quickly and make sound business decisions&lt;/span&gt;&lt;span data-ccp-props=&quot;{&amp;quot;201341983&amp;quot;:2,&amp;quot;335559738&amp;quot;:90,&amp;quot;335559739&amp;quot;:90,&amp;quot;335559740&amp;quot;:250}&quot;&gt;&amp;nbsp;&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;&lt;u&gt;What we offer&lt;/u&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&lt;/li&gt;
&lt;li&gt;Continual learning and growth opportunities&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&lt;/li&gt;
&lt;li&gt;Competitive salary and benefits package&lt;/li&gt;
&lt;li&gt;Business casual atmosphere&lt;/li&gt;
&lt;/ul&gt;
&lt;/section&gt;
&lt;section class=&quot;section section--text&quot;&gt;&lt;/section&gt;

Business Systems Analyst - Salesforce Administrator

&lt;p&gt;The position will involve working directly with some of our most strategic, growth oriented clients to ensure their success on Clearwater. You will interact with contacts including C-Level and other key decision makers, utilizing Clearwater’s end to end systems, from back office to front office, including tools/processes like IM Tools, Reconciliation, BOS, CPD, Data Normalization, Security Master, Compliance, etc. to help deliver Level 1 and 2 support. Additional responsibilities include providing continuous client training on our ever-appreciating product offering and managing assigned projects while coordinating necessary resources.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Challenges You Tackle:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Collaborate directly with clients to build and own valuable relationships and ensure their success&lt;/li&gt;
&lt;li&gt;Manage client inquiries &amp;amp; deliver accurate Financial Statements &amp;amp; Analytics (main contacts include C-Level and other key decision makers at world-renowned companies)&lt;/li&gt;
&lt;li&gt;Handle complex accounting &amp;amp; finance questions posed by clients&lt;/li&gt;
&lt;li&gt;Provide client training (including discussions on Accounting, GAAP, STAT &amp;amp; GIPS procedures)&lt;/li&gt;
&lt;li&gt;Reconcile investment transactions &amp;amp; accounting information for client portfolios&lt;/li&gt;
&lt;li&gt;Manage assigned projects &amp;amp; coordinate necessary resources&lt;/li&gt;
&lt;li&gt;Proactively seek ways to add value to your team &amp;amp; Clearwater&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Qualifications:&amp;nbsp;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Bachelor’s degree in related field and 3-5 years post graduate work experience&lt;/li&gt;
&lt;li&gt;Finance and/or accounting work experience preferred&lt;/li&gt;
&lt;li&gt;Knowledge of GAAP/STAT/Tax, fixed income investments, securities or financial markets experience&lt;/li&gt;
&lt;li&gt;Proven history of proficient Excel use&lt;/li&gt;
&lt;li&gt;Ability to concisely convey information through verbal and written communication&lt;/li&gt;
&lt;li&gt;Dynamic problem solving skills, and a sense of curiosity&lt;/li&gt;
&lt;li&gt;Strong organizational and interpersonal skills&lt;/li&gt;
&lt;li&gt;Intense desire to learn and improve at a rapid pace every day&lt;/li&gt;
&lt;li&gt;Currently resides in Boise or is willing to relocate&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Skills with Added Value:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;SQL and database query experience&lt;/li&gt;
&lt;li&gt;Project management skills&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What we offer:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Headquarters in the heart of downtown Boise&lt;/li&gt;
&lt;li&gt;Business casual atmosphere in a flexible working environment&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&lt;/li&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&lt;/li&gt;
&lt;li&gt;Continual learning, professional development and growth opportunities&lt;/li&gt;
&lt;li&gt;Competitive salary and benefits package; including health, vision and dental&lt;/li&gt;
&lt;li&gt;Additional benefits including PTO, 401(k) with 4% employer match&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&amp;nbsp;&lt;strong&gt;About Clearwater Analytics®&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.&lt;/p&gt;

Client Servicing Analyst- Strategic Accounts

&lt;p&gt;The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.&lt;/p&gt;
&lt;p&gt;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 &amp;amp; information, business casual workplace, beautiful surroundings.&amp;nbsp;&lt;/p&gt;
&lt;section class=&quot;section section--text&quot;&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Reconcile investment transactions and accounting for portfolios using a state-of-the-art web-based system&lt;/li&gt;
&lt;li&gt;Reach out to custodial banks, data providers, and account managers to ensure accuracy and consistency of financial records&lt;/li&gt;
&lt;li&gt;Continuous learning and improvement in a constantly changing work environment&lt;/li&gt;
&lt;li&gt;Manage client inquiries &amp;amp; requests (main contacts include Treasurers &amp;amp; upper-level Accounting Managers)&lt;/li&gt;
&lt;li&gt;Deliver timely and accurate information regarding Financial Statements &amp;amp; Analytics Reporting&lt;/li&gt;
&lt;li&gt;Work closely with Service Delivery Managers to build and manage valuable relationships with clients (institutional investors and investment managers)&lt;/li&gt;
&lt;/ul&gt;
&lt;/section&gt;
&lt;section class=&quot;section section--text&quot;&gt;
&lt;p&gt;&lt;strong&gt;Desired Experience and Skills&lt;/strong&gt;:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Bachelor’s Degree and 1+ years of directly relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations&lt;/li&gt;
&lt;li&gt;Working knowledge of financial services, accounting, structured products, derivatives, fixed income securities, GAAP, etc&lt;/li&gt;
&lt;li&gt;Securities or financial markets experience&lt;/li&gt;
&lt;li&gt;Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization&lt;/li&gt;
&lt;li&gt;SQL query writing skills&lt;/li&gt;
&lt;/ul&gt;
&lt;/section&gt;
&lt;p&gt;&lt;strong&gt;What we offer:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Headquarters in the heart of downtown Boise&lt;/li&gt;
&lt;li&gt;Business casual atmosphere in a flexible working environment&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&lt;/li&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&lt;/li&gt;
&lt;li&gt;Continual learning, professional development and growth opportunities&lt;/li&gt;
&lt;li&gt;Competitive salary and benefits package; including health, vision and dental&lt;/li&gt;
&lt;li&gt;Additional benefits including PTO, 401(k) with 4% employer match&lt;/li&gt;
&lt;li&gt;Maternity and Paternity leave&amp;nbsp;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;About Clearwater Analytics®&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.&lt;/p&gt;

Client Servicing Analyst  

&lt;p&gt;&lt;strong&gt;About Clearwater Analytics®&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&amp;nbsp;Clearwater aggregates, reconciles, and reports on more than $3 trillion in assets across many Fortune 500 clients.&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Scope requirements and configure solutions using proprietary software tools to meet the accounting, compliance monitoring, performance measurement, and risk analysis needs of Clearwater&#x27;s largest clients during the on boarding phase&lt;/li&gt;
&lt;li&gt;Validate large investment data sets to identify, root cause, and resolve errors and inconsistencies&lt;/li&gt;
&lt;li&gt;Handle complex, time-sensitive requests from accounting, treasury, and IT departments with a significant degree of autonomy (contacts may include senior executives and other decision-makers at world-renowned companies)&lt;/li&gt;
&lt;li&gt;Strategize with development teams to improve our client on boarding experience, shorten delivery time frames, and develop repeatable, scalable processes&lt;/li&gt;
&lt;li&gt;Work on a dynamic and fast paced team, applying your analytical and problem-solving skills for maximum impact across the organization and industry&lt;/li&gt;
&lt;li&gt;Effectively communicate and collaborate with a global team&lt;/li&gt;
&lt;li&gt;Manage assigned projects and coordinate necessary resources&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&amp;nbsp;&lt;strong&gt;Requirements &lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;2+ years of Clearwater experience&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Bachelor&#x27;s degree in related field&lt;/li&gt;
&lt;li&gt;Proven history of proficient Excel use&lt;/li&gt;
&lt;li&gt;Ability to concisely convey information through verbal and written communication&lt;/li&gt;
&lt;li&gt;Dynamic problem solving skills, and an innate sense of curiosity&lt;/li&gt;
&lt;li&gt;Excellent organizational and interpersonal skills&lt;/li&gt;
&lt;li&gt;Intense desire to learn and improve at a rapid pace every day&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Desired Experience and Skills&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Knowledge of investment accounting policies and procedures&lt;/li&gt;
&lt;li&gt;Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income&lt;/li&gt;
&lt;li&gt;Experience with relational database principles and SQL querying&lt;/li&gt;
&lt;li&gt;Project management skills&lt;/li&gt;
&lt;/ul&gt;

Implementation Analyst

&lt;p&gt;The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.&lt;/p&gt;
&lt;p&gt;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 &amp;amp; information, business casual workplace, beautiful surroundings and a great work-life balance.&lt;/p&gt;
&lt;section class=&quot;section section--text&quot;&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Reconcile investment transactions and accounting for portfolios using a state-of-the-art web-based system&lt;/li&gt;
&lt;li&gt;Reach out to custodial banks, data providers, and account managers to ensure accuracy and consistency of financial records&lt;/li&gt;
&lt;li&gt;Continuous learning and improvement in a constantly changing work environment&lt;/li&gt;
&lt;li&gt;Manage client inquiries &amp;amp; requests (main contacts include Treasurers &amp;amp; upper-level Accounting Managers)&lt;/li&gt;
&lt;li&gt;Deliver timely and accurate information regarding Financial Statements &amp;amp; Analytics Reporting&lt;/li&gt;
&lt;li&gt;Work closely with Service Delivery Managers to build and manage valuable relationships with clients (institutional investors and investment managers)&lt;/li&gt;
&lt;/ul&gt;
&lt;/section&gt;
&lt;section class=&quot;section section--text&quot;&gt;
&lt;p&gt;&lt;strong&gt;Desired Experience and Skills&lt;/strong&gt;:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;3 plus years of relevant experience&amp;nbsp;&lt;/li&gt;
&lt;li&gt;Bachelor’s Degree and relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations&lt;/li&gt;
&lt;li&gt;Working knowledge of financial services, accounting, structured products, derivatives, fixed income securities, GAAP, etc&lt;/li&gt;
&lt;li&gt;Securities or financial markets experience&lt;/li&gt;
&lt;li&gt;Advanced knowledge of Excel such as VLookUp, SUMIF, Pivot Tables, and Ribbon Utilization&lt;/li&gt;
&lt;li&gt;SQL query writing skills&lt;/li&gt;
&lt;/ul&gt;
&lt;/section&gt;
&lt;p&gt;&lt;strong&gt;What we offer:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Headquarters in the heart of downtown Boise&lt;/li&gt;
&lt;li&gt;Business casual atmosphere in a flexible working environment&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&lt;/li&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&lt;/li&gt;
&lt;li&gt;Continual learning, professional development and growth opportunities&lt;/li&gt;
&lt;li&gt;Competitive salary and benefits package; including health, vision and dental&lt;/li&gt;
&lt;li&gt;Additional benefits including PTO, 401(k) with 4% employer match&lt;/li&gt;
&lt;li&gt;Maternity and Paternity leave&amp;nbsp;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;About Clearwater Analytics®&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.&lt;/p&gt;

Client Services Analyst

&lt;p&gt;&lt;strong&gt;DESCRIPTION&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across many Fortune 500 clients.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Position Details&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Clearwater Analytics is looking for an Financial Data Analyst to join our Data team.&amp;nbsp;The&amp;nbsp;Financial&amp;nbsp;Data&amp;nbsp;Analyst monitors and maintains investment&amp;nbsp;data&amp;nbsp;for Clearwater’s clients.&amp;nbsp; As content experts, FDAs advise internal and external constituents on the proper handling of critical&amp;nbsp;data&amp;nbsp;topics such as security master and reference&amp;nbsp;data, asset classes, corporate actions, cash flows, analytics, pricing, amortization, performance, etc.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;REQUIREMENTS&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Proficiency working with Microsoft Office, including Excel&lt;/li&gt;
&lt;li&gt;Experience with SQL or other relational databases&lt;/li&gt;
&lt;li&gt;Experience with business intelligence solutions&lt;/li&gt;
&lt;li&gt;Ability to read at least one programming language (i.e. Python, Java, VBA, etc.)&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;What we offer:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Headquarters in the heart of downtown Boise&lt;/li&gt;
&lt;li&gt;Business casual atmosphere in a flexible working environment&lt;/li&gt;
&lt;li&gt;Team focused culture that promotes innovation and ownership&lt;/li&gt;
&lt;li&gt;Access to cutting edge investment reporting technology and expertise&lt;/li&gt;
&lt;li&gt;Continual learning, professional development and growth opportunities&lt;/li&gt;
&lt;li&gt;Competitive salary and benefits package; including health, vision and dental&lt;/li&gt;
&lt;li&gt;Additional benefits including PTO, 401(k) with 4% employer match&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;

Data Analyst Jobs in Boise