Clearwater Analytics is an innovative and fast-growing Software-as-a-Service (SaaS) provider of investment portfolio reporting and analytics. The company currently reports on over $5.5 trillion in assets for thousands of institutional investors including companies such as Facebook, Cisco, Starbucks, Snap, Oracle, and Costco.In my role at Clearwater Analytics, I consult with large corporations across the entire U.S. that may be a fit for Clearwater's solution based on their investment strategy, portfolio size, etc. I discuss how Clearwater's solution has solved many of the pain points involved with investment reporting & accounting such as period-end reporting, regulatory (SEC) filings, and auditor requirements, tracking compliance to the investment policy, viewing performance of the portfolio against a number of different benchmarks, and see true risk exposure at any given time.

Support enterprise sales reps in all technical aspects of the sales cycle including on-site presentations, RFPs, proposals, and marketing materials. Our SaaS financial product requires extensive knowledge of the market, product, finance and investment accounting.In this role, I consulted across several different markets in the U.S., including enterprise corporations, SLED, public pensions, and non-profit organizations.

Clearwater Analytics® provides web-based, investment portfolio reporting and analytics for financial institutions, corporations, asset managers, insurance companies, government entities, foundations, endowments, non-profits, etc. Clearwater’s daily-aggregated and reconciled solutions deliver the highest level of portfolio transparency available on the market today for 5,000+ clients such as Cisco, Oracle, Facebook, Costco, Group Health, Intuit, VIZIO, The City of Newport Beach, and Palm Beach County. Launched in 2004, with global headquarters in Boise, Idaho and European headquarters in Edinburgh, U.K., Clearwater Analytics reports on over $2.2 trillion in assets.

- Forecasting- Drive development and ongoing measurement of CP and partner performance via refinement of KPIs, development of dashboards and quarterly board reporting - Budget planning and management- Operational support of sales and partner organizations- Automation and optimization of revenue recognition processes- Oversight of partner account and opportunity management via CRM- Ensured fluid and timely partner registration and acceptance workflow, compliance, tracking and drive any needed changes to support business efficiency and/or automation Founded in 2006, Cradlepoint has grown to become the industry leader in cloud-delivered 4G LTE network solutions for business, service providers, and government organizations, and we are committed to extending our leadership into the emerging 5G space. More than 23,000 customers worldwide in retail, financial services, healthcare, transportation, public sector, and other industries rely on Cradlepoint to keep their branch and mobile networks, and IoT devices, always connected and protected. Our Elastic Edge™ vision provides a blueprint for next-generation, software-defined edge networks built on pervasive and reliable 4G/5G wireless services, connecting people, places, and things everywhere with enterprise-class visibility, security, and control.

As the primary point of contact for more than 45 corporate treasury clients - including Facebook, Adobe, UPS, SanDisk and Intuit - I am responsible for maintaining the long-term success and finding new ways to add value to some of Clearwater's largest and longest-standing relationships through our SaaS platform. I serve as an extension of my clients' treasury and accounting teams through knowledge sharing of industry best practices, coordination of company resources to solve investment accounting problems, and expertise on Clearwater's four modules: Accounting, Compliance, Performance and Risk. I work closely with our Product and UI Development teams to ensure that any new product enhancements that could improve client processes are communicated to my clients.I leverage internal resources and GAAP accounting guidance to serve as an advisor to my clients and to provide quick, thorough and accurate responses to client inquiries. By familiarizing myself with my clients' processes, I provide unlimited training and support on our software in order to provide long-term solutions tailored to each client's unique needs.

- Completed 11 week finance internship at ConAgra’s headquarters in Omaha, NE- Team member on CAG's Margin Management & Analytics project- Responsible for history conversion and data validation as ConAgra transitioned a new acquisition into its base system- Provided analysis and recommendations based on the "Other Sales Deductions" line of the income statement

- BCMG is an investment group centered on student-led research into markets for securities, futures and options- Provided investment recommendations based on information gathered through the Thinkorswim trading platform, and the university's Bloomberg terminal- Assisted in trading a variety of securities, including: equities, fixed income, foreign exchange and derivatives