Amy Trube

About Amy Trube

Experienced and results-driven finance professional with over 22 years in insurance accounting and financial reporting where I also hold my MBA. I bring a deep understanding of U.S. GAAP, Statutory, Tax, and IFRS accounting, and have a proven track record of optimizing financial processes, improving client success and relationships, and leading high-performing global teams across the U.S, U.K, and India. I’ve led large-scale operational transformations, implemented strategic process improvements, and consistently delivered high client satisfaction, even in complex environments overseeing hundreds of billions in AUM. With a strong foundation in analytics, communication, and team development, I’m passionate about driving efficiency, embracing innovation (including AI integration), and fostering collaborative success. Currently, I lead a Client Success at Clearwater Analytics.

Experience

1. Client Servicing Team Lead

   Clearwater Analytics

   May 2021 — Present

   Head customer service accounting and reporting operations, change management, overseeing over $300 billion worth of client AUM,$10M in revenue on STAT, GAAP, TAX, IFRS and Consolidated bases· Instrumental in relationship remediation of strategic global relationships through governance, adding structure, key risk reduction and strict adherence to metrics.· Led a diverse team of 14 full-time employees across the US, UK, and India, achieving a gross margin increase and surpassing scorecard metrics by 106% in 2023. · Lead AI pilot team to time savings of 21% using new tools and processes.· Instrumental in integrating new client AUM $1.8B into current team, while strategically transitioning team members to other internal roles without requiring backfills. · Successfully increased team\'s Gross Margin by 6% from 70% in Q1 to 76% in November 2023. · Facilitated career progression for 4 team members, in various locations. · Exceptional performance in enhancing Employee Satisfaction Survey, Attrition, and Net Promoter Score, achieving 120% of the target in all three areas.· Selected for Top Talent Program for additional, targeted, leadership training

Education

• University of Missouri-Kansas City

  Bachelor of Business Administration - BBA, Business Administration

• University of Missouri-Kansas City

  MBA, Business Administration

  1998 — 2002

Skills

• Conducting Interviews
• Global Custody
• Increase Productivity
• Auditing
• Accounting
• Data Analysis
• Leadership
• Trading
• Corporate Actions
• Client Billing
• Client Issue Resolution
• Billing Process
• Asset Management
• Account Reconciliation
• Contract Management
• Banking
• Financial Modeling
• Risk Management
• Bloomberg
• Management
• Business Analysis
• Valuation
• Fund Accounting
• Client Representation
• Process Improvement
• Equities
• Fixed Income
• Relationship Management
• Financial Analysis
• Client Visits
• Financial Services
• Financial Statements
• General Ledger
• Project Management
• Investments