Implementations Project Management Associate at Clearwater… · Chicago

Summary: Clearwater Analytics is a company focused on providing high-quality analytics solutions. They are seeking an Implementations Project Management Associate to oversee project implementations, ensuring successful outcomes through effective planning and resource management. Responsibilities: - Create and manage comprehensive project plans for an assigned portfolio, ensuring alignment with client objectives and internal goals - Manage and coordinate the activities of internal teams, clients, and third-party vendors across various project workstreams to ensure timely execution - Generate weekly status reports and hold weekly status meetings with clients and project teams to update on project progress and address potential issues - Lead steering committee meetings with C-level client decision-makers and senior management, facilitating strategic discussions and decision-making - Oversee project financials, including revenue recognition forecasts and unbilled bookings, ensuring budgets are adhered to and financial targets met - Manage and report on resource allocation, optimizing the utilization of resources for the assigned project portfolio - Take responsibility for tracking project metrics such as utilization, go-live adherence, and billing accuracy, ensuring project health is continuously monitored - Serve as a trusted client relationship manager, providing timely and accurate responses to inquiries and fostering strong client partnerships - Ensure a smooth transition to the steady-state servicing team after project implementation, enabling ongoing client support - Demonstrate the ability to oversee multiple simultaneous implementations with minimal supervision, delivering results efficiently Required Qualifications: - Proficient in project management tools such as JIRA, Excel, SmartSheet, Monday.com and Salesforce - Experience in implementing large-scale programs, particularly in multi-location settings - Proven track record of managing projects in a matrix reporting environment, delivering them on time and within budget - Ability to identify, recommend, and implement continuous service improvements throughout project lifecycles - Knowledge of investment accounting and reporting processes - Familiarity with Change Management or Change Delivery roles in client-facing environments - Exposure to investment accounting, reporting, and analytics software solutions - Strong technical skills and expertise in project management software - Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions - Background in Investment Accounting, with qualifications such as ACCA, viewed as an advantage - Excellent attention to detail and strong documentation skills - Outstanding verbal and written communication abilities - Strong organizational, interpersonal, and problem-solving skills - Bachelor's degree in finance, accounting, or a related field; a master's degree is a plus - Relevant experience in financial services (Investment, Banking, Insurance, FinTech, etc.) - Prior consulting experience is advantageous Preferred Qualifications: - Understanding of securities or financial markets is preferred Required Skills: JIRA, Excel, SmartSheet, Monday.com, Salesforce, Large-scale program implementation, Matrix reporting environment, Continuous service improvement, Investment accounting, Change management, Project management software, Software-as-a-Service (SaaS) platforms, Fintech solutions, Investment accounting reporting, analytics software, ACCA certification, Project management Benefits: Health/vision/dental insurance, 401(k), PTO, Parental leave, Medical leave, STD/LTD insurance benefits