As a Financial Analyst with Clearwater, you will work in a small, collaborate team with high visibility and a hybrid working model. In this role, you will develop, interpret and implement financial concepts for financial planning and control. You will perform technical analysis to determine present and future financial performance and gathers, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. In addition, you will perform economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements.

What you will do:

Prepare reports on financial performance and trends and communicate the insights of these reports to the wider business

Consult with the management team to develop long-term budget plans

Suggest budgets and improvements based on the above information

Develop financial models providing financial forecasts

Develop initiative and policies that may improve financial growth

Who you are:   

Bachelor’s degree in Accounting, Finance, or Business-related field with 2+ years relevant experience

Advanced Excel user (Vlookup, pivot tables, etc.).

Proficient user of PowerPoint, including the ability to make a variety of charts

Ability to make decisions based on precedent and solve arising problems using sound business judgment and experience

Strong analytical, quantitative and problem-solving skills

Excellent written and verbal communication skills with the ability to communicate effectively with senior leaders and other business partners

Ability to work independently and as a team member with excellent interpersonal skills

Demonstrated self-starter with the ability to work in a fast-paced, challenging and changing environment

Ability to lead special projects working with cross functional areas throughout the company

Detailed-oriented with a commitment to producing reliable work product

Bonus points:                         

SaaS (software-as-a-service) or other technology industry related experience

Securities, financial markets, or fintech knowledge (or desire to learn)

Experience with accounting software, such as NetSuite (or desire to learn)

Experience with cloud-based financial planning software, such as Adaptive Insights (or desire to learn)

SQL and database query experience (or desire to learn)

What we offer:

Business casual atmosphere in a flexible working environment 

Team focused culture that promotes innovation and ownership 

Access cutting edge investment reporting technology and expertise 

RSUs as well as employee stock purchase plan and 401k with match  

PTO and volunteer time off to give back to the community 

Defined and undefined career pathways allowing you to grow your own way 

Work from anywhere 3 weeks out of the year 

Hybrid, flexible working schedules 

Maternity and paternity leave