As a Financial Analyst with Clearwater’s Investor Relations team, you will work in a high visibility role and will interact with various constituents across different departments, including exposure to key executives in our company. In this role, you will develop knowledge of how public market company operates in a public stock market with investors in the investment community. You will learn what factors impact valuation of a publicly listed company and engage in corporate finance topics, and what factor are important to sophisticated public market investors.  You will also gain strong knowledge of the key strategic initiatives, financial performance, forecast model, margin expansion path, key accounting and financial metrics, and strategic vision of our company.  You will perform analysis of how investors view our company and the key topics of interest to them, in addition to maintaining our investor relations CRM system, along with other key deliverables of investor relations.  Through this role, as a side benefit, you will learn about valuation, corporate finance, stock market, and investor dynamics from a real-world perspective.  You will also gain a bird’s eye view of the overall performance and track record of the company, along various key revenue growth and profitability metrics. 

What you will do:

Contribute to the strategy and key action items needed for investor relations and how to maximize awareness of our company’s strengths and valuation of our companyPerform analysis of how investors view our company and the key topics of interest to themMaintain our investor relations CRM system and produce analytical reports on our investor relations outreach and impactMaintain a database and provide key insights on our shareholder base and prospective investors who might become shareholders in the futurePrepare the legwork necessary to plan for investor conference, investor events, and other external-facing events that impact our share price and valuationRead and analyze research reports and to understand what are key factors considered by both research analysts and investorsAs you ramp up on your ability, you may also gain interactions with sophisticated public market investors

Who you are:   

Bachelor’s degree in Accounting, Finance, or Business-related field with 2+ years relevant experienceAdvanced Excel user (Vlookup, pivot tables, etc.).Proficient user of PowerPoint, including the ability to make a variety of chartsInterest in stock market and how public company share price is impacted by company results and company-specific newsInterest in learning about how public company are valued (valuation) by sophisticated public market investorsAbility to make decisions based on precedent and solve arising problems using sound business judgment and experienceStrong analytical, quantitative and problem-solving skillsExcellent written and verbal communication skills with the ability to communicate effectively with senior leaders and other business partnersAbility to work independently and as a team member with excellent interpersonal skillsDemonstrated self-starter with the ability to work in a fast-paced, challenging and changing environmentAbility to lead special projects working with cross functional areas throughout the companyDetailed-oriented with a commitment to producing reliable work product

Bonus points:                         

SaaS (software-as-a-service) or other technology industry related experienceKnowledge and desire to learn about stock market (public market equities)Securities, financial markets, or fintech knowledge (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