Isabel T.

Client Services Operations Team Lead - Financial Services And Corporate Treasury at Clearwater Analytics

Isabel T. is an accomplished Client Services Operations Team Lead at Clearwater Analytics, overseeing a portfolio of European Financial Services and Corporate Treasury clients with a total AUM of $76 billion since January 2022. Isabel leads a team of six, focusing on client satisfaction, efficiency, and revenue growth, while implementing process optimization strategies and managing program transformations. Prior experience includes serving as a Finance Transformation Manager and Audit Assistant Manager at EY, where Isabel contributed to large-scale transformation programs and directed financial audits for various industries. Educational background includes a Bachelor of Science in Accounting from The University of Manchester and qualification as a Chartered Accountant through ICAS.

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Clearwater Analytics

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Clearwater Analytics is a software-as-a-service FinTech company that provides automated investment accounting, performance, compliance, and risk reporting for insurance companies, asset managers, corporations, banks, governments, and other institutions.


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1,001-5,000

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