&lt;p&gt;&lt;strong&gt;The job in short&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Capture the essential requirements to help our customers realize their customer experience vision.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Meet the job&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;You work closely with both our customers and the Backbase UX design and development teams. You are the product owner for a project and guide the team in making the right choices to maximize success for the project and the customer. Our customers and implementation partners see you as a trusted consultant. Together we work to successfully deliver our enterprise solution and achieve our customers’ goals.&lt;/p&gt;
&lt;p&gt;With the multi-disciplinary and internationally diverse teams at Backbase, you will analyze, capture, and prioritize customer requirements for new customer experience initiatives. You perform business process gap analysis and write user stories. Every project has its own set of unique challenges that must be overcome and it’s up to you to think quickly and provide solutions that work for everyone.&lt;/p&gt;
&lt;p&gt;On the customer side, you will manage expectations and help them translate their vision into a sound project backlog. Due to some customers not working Agile, you will need knowledge of Agile development methodologies and be able to organize engaging workshops with customers to identify all of the technical requirements needed.&lt;/p&gt;
&lt;p&gt;This role offers the opportunity to work side-by-side with customers worldwide and travel internationally. Travel is frequent and occasionally spans long periods of time.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;How about you?&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;● You are an excellent communicator and feel comfortable interacting with stakeholders at various levels;&lt;br&gt;● Organizational and cultural sensitivity comes naturally to you;&lt;br&gt;● You have worked as a business analyst for quite some time, held customer-facing positions and are familiar with Scrum and Kanban;&lt;br&gt;● You have an analytical mindset and hold a university degree (preferable business or IT related).&lt;/p&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;

Senior Business Analyst - US West (Remote position in US Central/Mountain/Pacific Timezones)

&lt;p&gt;&lt;strong&gt;Overview:&lt;/strong&gt; &amp;nbsp;The Site Data Collector is responsible to go to physician offices, clinics, hospitals, and other clinical facilities to obtain and/or review medical data and perform abstraction services.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Duties and Responsibilities:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Accurately and efficiently conduct medical record abstraction services;&lt;/li&gt;
&lt;li&gt;Scan relevant components of the medical record to support reviews to be performed;&lt;/li&gt;
&lt;li&gt;Electronically download review assignments to the laptop and data collection tool; daily upload completed assignments and scanned medical records;&lt;/li&gt;
&lt;li&gt;Complete required training;&lt;/li&gt;
&lt;li&gt;Complete quality, accuracy and inter-rater reliability testing as requested in a timely manner;&lt;/li&gt;
&lt;li&gt;Communicate effectively and professionally with care provider offices, clinics, hospitals, other clinical facilities and Inovalon staff;&lt;/li&gt;
&lt;li&gt;Travel to medical facilities in specified area of region from home to complete review services as assigned by Inovalon; and&lt;/li&gt;
&lt;li&gt;Represent Inovalon with medical facility staff.&lt;/li&gt;
&lt;li&gt;Maintain compliance with Inovalon’s policies, procedures and mission statement;&lt;/li&gt;
&lt;li&gt;Adhere to all confidentiality and HIPAA requirements as outlined within Inovalon’s Operating Policies and Procedures in all ways and at all times with respect to any aspect of the data handled or services rendered in the undertaking of the position; and&lt;/li&gt;
&lt;li&gt;Fulfill those responsibilities and/or duties that may be reasonably provided by Inovalon for the purpose of achieving operational and financial success of the Company.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Job Requirements:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Clinical experience is preferred – such as medical assistant, certified nursing assistant, medical clerk or related experience;&lt;/li&gt;
&lt;li&gt;Experience in performing chart abstractions is preferred;&lt;/li&gt;
&lt;li&gt;Ability to manage and meet deadlines;&lt;/li&gt;
&lt;li&gt;Computer literate and detail oriented;&lt;/li&gt;
&lt;li&gt;Professionally skilled in verbal and written communication;&lt;/li&gt;
&lt;li&gt;Available to perform reviews no less than 24 hours a week;&lt;/li&gt;
&lt;li&gt;Must be willing to travel; and&lt;/li&gt;
&lt;li&gt;Must have high speed internet access.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Education:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;High School Diploma or Equivalent.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Physical Demands and Work Environment:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Sedentary work (i.e., sitting for long periods of time);&lt;/li&gt;
&lt;li&gt;Exerting up to 10 pounds of force occasionally and/or negligible amount of force;&lt;/li&gt;
&lt;li&gt;Frequently or constantly to lift, carry push, pull or otherwise move objects and repetitive motions;&lt;/li&gt;
&lt;li&gt;Subject to inside environmental conditions; and&lt;/li&gt;
&lt;li&gt;Car travel for this position is required to perform job duties.&lt;/li&gt;
&lt;/ul&gt;&lt;div class=&quot;content-conclusion&quot;&gt;&lt;p&gt;&lt;em&gt;By embracing diversity, equity and inclusion we enhance our work environment and drive business success. ComplexCare Solutions strives to reflect the diversity of the communities where we operate and of our clients and everyone whom we serve. We endeavor to create a culture of inclusion in which our associates feel empowered to bring their full, authentic selves to work and pursue their professional goals in an equitable setting. We understand that by fostering this type of culture, and welcoming different perspectives, we generate innovation and growth.&lt;/em&gt;&lt;/p&gt;
&lt;p&gt;&lt;em&gt;The Company maintains a drug free work environment for all of its associates, which includes employees, contractors and vendors. It is unlawful for associates to manufacture, sell, distribute, dispense, possess or use any controlled substance or marijuana in the workplace and doing so will result in disciplinary action, up to and including termination of employment or the contracted relationship.&lt;/em&gt;&lt;/p&gt;
&lt;div&gt;&lt;em&gt;Consistent with our safety protocols, the Company will require a vaccination attestation for fully office-based and hybrid (office/remote) positions. Positions designated as fully remote are exempt from attestation requirements unless and until such time as an in-office presence is required.&lt;/em&gt;&lt;/div&gt;&lt;/div&gt;

Site Data Collector - Boise, ID

&lt;p&gt;Skilljar is seeking an expert Senior Product Manager in Data / Artificial Intelligence / Machine Learning to join our fast-growing product team. Founded in Seattle WA, Skilljar is now operating remote with employees (affectionately called Skillets) based across the United States. This is an exciting opportunity to join a rapidly growing Series B company with Fortune 1000 and mid-market customers! Our customers have educated 4M+ users and conducted 100M+ online lessons in self-paced and virtual live sessions.&lt;/p&gt;
&lt;h2&gt;&lt;strong&gt;Our Mission&lt;/strong&gt;&lt;/h2&gt;
&lt;p&gt;We believe that education is the key to unlocking product innovations&#x27; benefits for individuals, organizations, and society. Our journey started when our co-founders - Sandi and Jason - saw that companies were developing products with phenomenal potential, but users were struggling to put these products to work. Product education was the missing link and legacy tools were frustrated users.&lt;/p&gt;
&lt;p&gt;We’ve built the best customer education platform in the world. Asana, Cisco, Intercom, LinkedIn, Slack, Liberty Mutual, Qualtrics, Tableau, U-Haul, Verizon, Zenefits, and hundreds of companies across industries use Skilljar to accelerate product adoption and increase user retention at scale. We are backed by top-tier investors, including Insight Partners, Mayfield, Shasta Ventures, and Trilogy Equity Partners. Our customers rave about us because we are passionate about helping them transform their users into product specialists and evangelists.&lt;/p&gt;
&lt;h2&gt;&lt;strong&gt;Responsibilities&lt;/strong&gt;&lt;/h2&gt;
&lt;ul&gt;
&lt;li&gt;Develop and lead a data insight vision, strategy, and roadmap for products that drive customer education outcomes. Use data-science tools, while considering customer and market feedback, competitive analysis, and business goals.&lt;/li&gt;
&lt;li&gt;Work would include recommendations, search &amp;amp; discovery, content suggestions, and personalization done in standard natural language technologies&lt;/li&gt;
&lt;li&gt;Drive execution on the roadmap with full product development process. Lead research, definition, success metrics, experimentation plans, releases, GTM and post-launch continuous improvement.&lt;/li&gt;
&lt;li&gt;Innovate in a collaborative environment with a focus on rapid time to market. Focus on quality products and be on top of the latest developments that are relevant for Skilljar products.&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;&lt;strong&gt;Requirements&lt;/strong&gt;&lt;/h2&gt;
&lt;ul&gt;
&lt;li&gt;5+ years of product management experience, preferably in enterprise SaaS products&lt;/li&gt;
&lt;li&gt;2+ years of data background and hands-on experience in one or more of data science, AI/ML &amp;amp; analytics&lt;/li&gt;
&lt;li&gt;Bachelor&#x27;s degree required. BS or higher degree in Computer Science, Data Science, or other technical field is strongly preferred but not required.&lt;/li&gt;
&lt;li&gt;Passion for products and technology – loves to innovate and tackle sophisticated problems&lt;/li&gt;
&lt;li&gt;Highly accountable individual, who shows genuine care about people, processes, and technology.&lt;/li&gt;
&lt;li&gt;Excellent skills in verbal &amp;amp; written communication and presentations to internal and external audiences.&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;&lt;strong&gt;Our Benefits&lt;/strong&gt;&lt;/h2&gt;
&lt;ul&gt;
&lt;li&gt;Comprehensive Medical Coverage: Skilljar pays 100% of our employee premiums for medical, dental, vision, disability, and life insurance. (PTO and family leave)&lt;/li&gt;
&lt;li&gt;Flexible Time Off: We believe in a healthy work/life balance and trust our employees to take the time off they need to bring their A-game to work.&lt;/li&gt;
&lt;li&gt;Benefits Package: Skilljar employees receive a monthly technology reimbursement for remote work, 401K savings plan, stock options, and access to an Employee Assistance Program.&lt;/li&gt;
&lt;li&gt;Inclusive Culture: We are intentional about creating a culture that is fun and inclusive. Join us for Fun Committee events, trivia nights, Bingo, and more!&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;&lt;strong&gt;The Company&lt;/strong&gt;&lt;/h2&gt;
&lt;div&gt;
&lt;p&gt;Backed by prominent financial institutions, including Mayfield, Shasta Ventures, and Trilogy Equity Partners, Skilljar is the leading enterprise customer training platform, transforming the way organizations onboard, engage, and retain their customers. Trusted by leading global companies like Zillow, Slack, Tableau, Liberty Mutual, Cisco, Verizon, and U-Haul, Skilljar provides the essential tools and foundation for successful customer and partner engagement and enablement.&lt;/p&gt;
&lt;p&gt;We are a team of bright, dedicated Skillets with startup drive and a passion for education. Headquartered in Seattle, WA, Skilljar is currently operating remotely, with employees based in Washington, Oregon, California, Colorado, Utah, Idaho, Texas, Arizona, Georgia, North Carolina and Florida.&lt;/p&gt;
&lt;hr&gt;&lt;/div&gt;
&lt;div&gt;&amp;nbsp;&lt;/div&gt;
&lt;div&gt;&lt;em&gt;Skilljar is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities.&lt;/em&gt;&lt;/div&gt;
&lt;div&gt;&amp;nbsp;&lt;/div&gt;
&lt;div&gt;Skilljar does not accept nor are we responsible for any fees associated with unsolicited resumes, LinkedIn bios, or any other candidate introductions.&lt;/div&gt;

Senior Product Manager - Data Insights - Remote

&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 

&lt;p&gt;&lt;strong&gt;DESCRIPTION ReQ#3162&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;

Financial Data 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 $4 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;&amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities&lt;/strong&gt;&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;Re-engineer inefficient processes with the goal of improving system automation, speed, accuracy, and operational workflow&lt;/li&gt;
&lt;li&gt;Leverage SQL and Excel to gather and analyze data to resolve problems and inconsistencies&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;Strategize with development teams to improve our client on boarding experience, shorten delivery time-frames, and develop repeatable, salable processes&lt;/li&gt;
&lt;li&gt;Effectively communicate and collaborate with a global team to accurately and efficiently resolve problems and client inquiries&lt;/li&gt;
&lt;li&gt;Import, normalize, enrich, load, and validate investment holdings and transactions data using state-of-the-art software tools and systems&lt;/li&gt;
&lt;li&gt;Collaborate with multiple teams and departments to ensure accuracy and consistency of financial records and data&lt;/li&gt;
&lt;li&gt;Develop and apply domain knowledge regarding complex financial instruments and accounting principles&amp;nbsp;&lt;/li&gt;
&lt;/ol&gt;
&lt;p&gt;&lt;strong&gt;What we look for:&lt;/strong&gt;&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;Bachelor&#x27;s degree in Mathematics, Information Systems, Actuarial Science, Accounting, Finance, or related disciplines&lt;/li&gt;
&lt;li&gt;4+ years of relevant work experience&lt;/li&gt;
&lt;li&gt;Advanced Excel proficiency&lt;/li&gt;
&lt;li&gt;Experience with SQL or other relational databases&lt;/li&gt;
&lt;li&gt;Excellent organizational and interpersonal skills&lt;/li&gt;
&lt;li&gt;Work with minimal direction and be able to coordinate complex activities in an evolving, agile environment&lt;/li&gt;
&lt;li&gt;Dynamic problem solving skills, and an innate sense of curiosity&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;/ol&gt;
&lt;p&gt;&lt;strong&gt;Desired Experience and Skills&lt;/strong&gt;&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;Knowledge of investment accounting policies and procedures&lt;/li&gt;
&lt;li&gt;Project management skills&amp;nbsp;&lt;/li&gt;
&lt;/ol&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 Migration Specialist

&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 many Fortune 500 clients.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;DESCRIPTION&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;As a member of the Product Development organization, the Accounting Software Analyst will certify and assure quality of new and existing accounting products by auditing and executing test plans to verify that new or modified software programs function according to user requirements and conform to established accounting guidelines. Communicates and coordinates results with impacted departments.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Acts as a Subject Matter Expert (SME) over the investment accounting platform.&lt;/li&gt;
&lt;li&gt;Interacts with other accounting experts and development teams to identify and refine test requirements.&lt;/li&gt;
&lt;li&gt;Performs hands-on testing of new accounting products or enhancements to existing accounting products. Defines complex scenarios and variations in data to adequately test the functionality.&lt;/li&gt;
&lt;li&gt;Creates accounting rules that the automated test use to check the data accuracy of the reports.&lt;/li&gt;
&lt;li&gt;Monitors and investigates the automated test results.&lt;/li&gt;
&lt;li&gt;Defines test scenarios for the developers to automate.&lt;/li&gt;
&lt;li&gt;Submits defects in defect tracking system and retests and verifies these defects once they are fixed.&lt;/li&gt;
&lt;li&gt;Reviews and provides feedback on requirements, design, and scope documents.&lt;/li&gt;
&lt;li&gt;May assist with education and training regarding accounting software enhancements and conveying corrections to other employees.&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&lt;/li&gt;
&lt;li&gt;Strong knowledge of GAAP&lt;/li&gt;
&lt;li&gt;Strong analytical and problem-solving skills.&lt;/li&gt;
&lt;li&gt;Advanced Microsoft Excel user&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;Audit experience&lt;/li&gt;
&lt;li&gt;Securities or financial markets knowledge&lt;/li&gt;
&lt;li&gt;CPA, CA, or equivalent&lt;/li&gt;
&lt;li&gt;SQL and database querying experience&lt;/li&gt;
&lt;li&gt;Knowledge of Statutory Accounting (STAT)&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;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;p&gt;&amp;nbsp;&lt;/p&gt;

Accounting Software 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;

&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.&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $3 trillion in assets across thousands of accounts daily for clients like AIG, Arch Capital Group, Cisco, Facebook, J.P. Morgan, Knights of Columbus Insurance, Mutual of Omaha, Oracle, Selective Insurance Group, Spotify, Starbucks, Unum Group, WellCare Health Plans, Wilton Re., and many others.&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;Ensure Clearwater is in compliance with data usage outlined in our vendor contracts&lt;/li&gt;
&lt;li&gt;Ensure Clearwater is maximizing the value from vendor relationships as agreed upon in contracts&lt;/li&gt;
&lt;li&gt;Coordinate communication between Clearwater and key vendors focused on content and servicing improvements&lt;/li&gt;
&lt;li&gt;Familiarize yourself with Clearwater’s data flow&lt;/li&gt;
&lt;li&gt;Diagram data flow and perform SWOT analysis&lt;/li&gt;
&lt;li&gt;As opportunities for improvement and risk mitigation are identified, work with relevant parties to implement change&lt;/li&gt;
&lt;li&gt;Look for means to increase efficiency and quality&lt;/li&gt;
&lt;li&gt;Coordinate with Internal Audit to maintain SOC 1 and further define process to maintain internal oversite of controls&lt;/li&gt;
&lt;li&gt;Implement and oversee content audit for Security Creation, Corporate Actions, Phoebe, Normalization Changes, etc&lt;/li&gt;
&lt;li&gt;Advise Data Leadership on industry best practices&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&amp;nbsp;&lt;/p&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 Governance 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.&lt;/p&gt;
&lt;p&gt;Clearwater aggregates, reconciles, and reports on more than $3 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;As a Manager of asset class desks, you will be expected to serve as a subject matter expert for a variety of investment vehicles that could include publicly traded instruments as well as OTC derivatives and alternative investments. You will collaborate with teams across the company to ensure our data offering and asset modeling is truly world class and will be tasked with finding and implementing solutions when deficiencies are identified with an unwavering commitment to client success. In addition to a data centric focus, you will be called upon to support business development and client servicing initiatives which includes interactions with top professionals across some of the largest organizations in the world. To effectively fill this role, we challenge our team members to be thought leaders in the industry, positioning themselves to advise clients and prospects on best practices and clearly articulate Clearwater’s value proposition regarding these investment vehicles.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Ensure client success through the accurate and timely delivery of data&lt;/li&gt;
&lt;li&gt;Team Building: Retain, Hire, Train and Mentor a World Class Team with Industry Leading Asset Class Expertise&lt;/li&gt;
&lt;li&gt;Identify, communicate and facilitate career growth opportunities for individuals on the team&lt;/li&gt;
&lt;li&gt;Recognizes relationship between client and employee success&lt;/li&gt;
&lt;li&gt;Focused on strategy and execution of operational efficiency initiatives&lt;/li&gt;
&lt;li&gt;Interact frequently with individuals throughout Operations, Development, Product, and Sales, 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’s degree in Accounting, Finance, or related area of study&lt;/li&gt;
&lt;li&gt;1 - 2 years experience in leading a cross-functional and collaborative team&lt;/li&gt;
&lt;li&gt;Strong problem solving, math, and communication skills&lt;/li&gt;
&lt;li&gt;Industry expertise (i.e. asset class knowledge, insurance, and investment management)&lt;/li&gt;
&lt;li&gt;Experience with SQL or other relational databases&lt;/li&gt;
&lt;li&gt;Ability to manage people, projects and tasks effectively&lt;/li&gt;
&lt;li&gt;Passion, Perseverance, and Accountability with an innate desire to drive client success&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;Ability to read and understand at least one programming language (i.e. Python, Java, VBA, etc.)&lt;/li&gt;
&lt;li&gt;Experience with business intelligence solutions&lt;/li&gt;
&lt;li&gt;3-5 years of work experience in investment management front office or operations or within an international data provide&lt;/li&gt;
&lt;/ul&gt;
&lt;h3&gt;&lt;strong&gt;What we offer:&lt;/strong&gt;&lt;/h3&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 Integrity Team Lead

&lt;p&gt;&lt;strong&gt;DESCRIPTION&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;As a Team Lead of Security Creation, Corporate Actions and Descriptive Desk, you will be expected to serve as a subject matter expert for a variety of areas. You will collaborate with teams across the company to ensure our data offering and corporate action processing is truly world class and will be tasked with finding and implementing solutions when deficiencies are identified with an unwavering commitment to client success. In addition to a data centric focus, you will be called upon to support business development and client servicing initiatives which includes interactions with top professionals across some of the largest organizations in the world. To effectively fill this role, we challenge our team members to be thought leaders in the industry, positioning themselves to advise clients and prospects on best practices and clearly articulate Clearwater’s value proposition.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Responsibilities&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Subject Matter Expert in Issuer Data, Corporate Actions and Security Creation processes within Clearwater&lt;/li&gt;
&lt;li&gt;Ensure client success through the accurate and timely delivery of data&lt;/li&gt;
&lt;li&gt;Team Building: Retain, Hire, Train and Mentor a World Class Team with Industry Leading Asset Class Expertise&lt;/li&gt;
&lt;li&gt;Identify, communicate and facilitate career growth opportunities for individuals on the team&lt;/li&gt;
&lt;li&gt;Recognizes relationship between client and employee success&lt;/li&gt;
&lt;li&gt;Focused on strategy and execution of operational efficiency initiatives&lt;/li&gt;
&lt;li&gt;Interact frequently with individuals throughout Operations, Development, Product, and Sales, 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’s degree in Accounting, Finance, or related area of study&lt;/li&gt;
&lt;li&gt;1 - 2 years experience in leading a cross-functional and collaborative team&lt;/li&gt;
&lt;li&gt;Strong problem solving, math, and communication skills&lt;/li&gt;
&lt;li&gt;Experience with SQL or other relational databases&lt;/li&gt;
&lt;li&gt;Ability to manage people, projects and tasks effectively&lt;/li&gt;
&lt;li&gt;Passion, Perseverance, and Accountability with an innate desire to drive client success&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;Ability to read and understand at least one programming language (i.e. Python, Java, VBA, etc.)&lt;/li&gt;
&lt;li&gt;Experience with business intelligence solutions&lt;/li&gt;
&lt;li&gt;3-5 years of work experience in investment management front office or operations or within an international data provide&amp;nbsp;&lt;/li&gt;
&lt;/ul&gt;

&lt;p&gt;&lt;strong&gt;&lt;u&gt;Description:&lt;/u&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;We are looking for someone who has the enthusiasm, drive, and ability to manage a team that supports the implementation of Clearwater’s investment reporting solution for high-profile institutional clients within a global framework. This person will be a versatile leader and a valued contributor, held to the highest standards of client and employee success. He/she will work together with multiple departments and operating locations to promote effective communication, collaboration, and accountability between the groups. The focus of this team lead will be in our Data Migration space. &amp;nbsp;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;&lt;u&gt;&amp;nbsp;Responsibilities:&lt;/u&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Hire, retain, train, mentor, motivate, and empower a world-class team of implementation analysts and subject matter experts that support the onboarding process of new Clearwater clients.&lt;/li&gt;
&lt;li&gt;Own preparation, execution, and follow-up for monthly 1-on-1s and biannual reviews in a performance management capacity.&lt;/li&gt;
&lt;li&gt;Identify, communicate, and facilitate learning and career-growth opportunities for each member of your team. Serve as a confident, knowledgeable, and patient escalation point for high-profile inquiries from client, Clearwater, and third-party stakeholders including key decision-makers and senior leadership.&lt;/li&gt;
&lt;li&gt;Design, implement, and track quantitative and qualitative metrics to measure the success of projects, people, and processes.&lt;/li&gt;
&lt;li&gt;Import, normalize, enrich, load, and validate investment holdings and transactions data using state-of-the-art software tools and systems.&lt;/li&gt;
&lt;li&gt;Develop and apply domain knowledge regarding complex financial instruments and accounting principles.&lt;/li&gt;
&lt;li&gt;Strategize with product management and development teams to improve our client onboarding experience, shorten delivery timeframes, and develop repeatable, scalable processes.&lt;/li&gt;
&lt;li&gt;Ensure successful transfer of knowledge and responsibilities from Sales to Global Delivery and from Global Delivery to the steady-state Operations teams.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;&lt;u&gt;Requirements:&lt;/u&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;3+ years of professional work experience in financial services in a leadership role&lt;/li&gt;
&lt;li&gt;Have worked within a global framework where operational teams are coordinating across different time zones&lt;/li&gt;
&lt;li&gt;Ability to manage people and projects effectively in an Agile system and matrix reporting environment&lt;/li&gt;
&lt;li&gt;Exceptional organizational and interpersonal skills with demonstrated ability to resolve competing priorities under pressure&lt;/li&gt;
&lt;li&gt;Ability to clearly, concisely, and confidently communicate information in written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences&lt;/li&gt;
&lt;li&gt;Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects)&lt;/li&gt;
&lt;li&gt;Experience in Change management&lt;/li&gt;
&lt;li&gt;Strong MS Office Suite proficiency&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;&amp;nbsp;&lt;u&gt;Desired Knowledge and Skills:&lt;/u&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Strong background in all asset classes and financial markets knowledge&lt;/li&gt;
&lt;li&gt;Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives&lt;/li&gt;
&lt;/ul&gt;

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