Professional Services Team Lead

London Source: WhatJobs

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Overview

In this role you contribute to Clearwater’s Professional Services by shaping change and advisory projects for steady-state clients. You work across Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives to deliver scalable, value-added solutions. You collaborate with Client Services, Delivery and R&D to streamline change management and accelerate delivery timelines. Your expertise helps clients optimize their accounting and reporting processes while expanding Clearwater’s product offering. This is a hands-on, client-facing role with measurable impact on project success and time-to-value.

Responsibilities

Identify opportunities for value-added professional services with existing steady-state clients in collaboration with Client Services and leadership
Provide hands-on expertise in accounting, compliance, risk and performance reporting with best-practice solutions
Lead requirements analysis and solution design considering complexity and scale
Strategize with client services, product management and development to improve change management and establish scalable processes
Serve as trusted client advocate and advisor

Key requirements

Bachelor's or Master's in finance/accounting or related field
7+ years of relevant experience
CFA or CPA is desirable
Proven experience in Client Servicing and/or Onboarding teams
Advanced experience with General Ledger systems and period-end close processes
Advanced knowledge of investment accounting policies and procedures
Securities or financial markets experience, especially with alternative assets
Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load
Excellent attention to detail and strong documentation skills
Outstanding verbal and written communication skills; strong problem-solving abilities