Client Implementation Manager - Accelsior Suite
- Helping clients streamline operations, automate tasks, and improve processes in their finance, regulatory reporting, fund accounting, portfolio monitoring and operations functions
- Advising clients on tailored solutions for their reporting and infrastructure needs, while managing expectations regarding final deliverables and timing
- Facilitating use of technology-based tools or methodologies to review, design and/or implement products and services
- Building reports and dashboards leveraging market leading business intelligence tools
- Defining data exchange requirements and coordinating loading data through ETL / API / SFTP
- Gathering and analyzing client requirements, and configuring products and implementation to meet those requirements
- Overseeing a team of business analysts and providing constructive on-the-job feedback
- Preparing and presenting written and verbal materials such as reports, findings, and training
- Assisting product leaders in developing product roadmaps
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
The team Our Finance Operate offering provides ongoing operation of the Finance function as an extension of the Finance Transformation Advise and Implement offering portfolio. Qualifications Required:
- Bachelor's degree in Accounting, Finance, Management Information Systems, or related field
- 5+ years of experience in investment management fund accounting, regulatory reporting, financial reporting or finance who comes with experience in streamlining reporting automation.
- Background in the financial services. Areas of interest include, but are not limited to:
- Investment Management Fund Accounting or Regulatory Reporting (Form PF, Form CPO-PQR, N-PORT, N-CEN etc.)
- Fund Finance (Subscription, NAV, and Hybrid Facilities) / Asset-backed Lending
- Strong interest in a career that combines technology, finance/accounting, and consulting
- Experience with financial concepts and formulas
- Strong comfort with Microsoft Excel
- Experience in client-facing roles and managing client relationships
- Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
Preferred:
- MBA in Finance and Business Analytics.
- Strong understanding of alternative investment industry
- Experience and strong comfort with database systems and financial/accounting systems
- Experience working with diverse projects and teams under tight timelines
- Experience with borrowing base calculations
- AI awareness and adoption for enhancing product and user experience
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