Lead Data Migration Specialist

Clearwater Analytics

. Enhance system automation, speed, accuracy, and workflow .

Posted 10/12/2026full-timeUnited StatesSenior💰 $60,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data analysis, accounting principles, and client onboarding processes, with a strong focus on enhancing system automation and workflow efficiency. Proficient in SQL, Excel, and financial markets, with a commitment to continuous improvement and effective communication.

Highest-signal resume keywords

SQL ProficiencyAdvanced Excel SkillsAccounting KnowledgeProject Management SkillsFinancial Markets Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisData NormalizationData ReconciliationReporting WorkflowAccounting EquationAmortizationInterest IncomeClient OnboardingContinuous Improvement SolutionsClearwater Investment Account System

Soft Skills

Attention to DetailDocumentation SkillsVerbal CommunicationWritten CommunicationOrganizational SkillsInterpersonal SkillsProblem-Solving AbilitiesMath Expertise

Tools & Technologies

Microsoft OfficeClearwater Way MethodologiesRelational Databases

Industry Keywords

SecuritiesFinancial MarketsDerivativesAlternativesStructured ProductsFixed IncomeClient Engagement ModelInvestment Account Systems

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Enhance system automation, speed, accuracy, and workflow
Collect and analyze data using Excel, SQL, and AI
Resolve data issues and discrepancies
Load and validate client data into the Clearwater investment account system
Implement and onboard clients using Clearwater Way methodologies and support the Client Engagement Model
Identify opportunities for improvement and lead continuous service improvement solutions
Apply accounting concepts including the accounting equation, amortization, and interest income
Apply data intake, normalization, reconciliation, and reporting workflow knowledge
Apply knowledge of mortgages and private equity
Apply Clearwater’s aggregate, reconcile, report value proposition
Collaborate with development teams to simplify processes, reduce delivery times, and create replicable and adaptable workflows

Requirements

What you’ll need

Bachelor’s & Master’s in finance or math, accounting, economics
2+ years of relevant experience
Experience with SQL or other relational databases
Solid foundation in accounting knowledge
Advanced Excel proficiency
Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income
Project Management Skills (ex. workstream lead, organizing and managing priorities)
Strong computer skills, including proficiency in Microsoft Office
Excellent attention to detail and strong documentation skills
Outstanding verbal and written communication skills
Strong organizational and interpersonal skills
Exceptional problem-solving abilities and math expertise

Benefits

Comp & perks

health/vision/dental insurance
401(k)
PTO
parental leave
medical leave
STD/LTD insurance benefits