Consultant - Accelsior Suite
- Support clients to streamline operations, automate tasks, and improve processes across finance, regulatory reporting, fund accounting, portfolio monitoring, and operations
- Gather, document, and validate client requirements; translate needs into user stories and configuration specifications
- Assist in designing reporting and data/infrastructure solutions; document assumptions, dependencies, and timelines
- Configure products to meet requirements; support testing, defect triage, and release readiness with technical teams
- Build and maintain reports and dashboards using market-leading business intelligence tools
- Define data exchange requirements and coordinate data loads via ETL / API / SFTP; perform data quality checks and reconciliations
- Develop delivery artifacts (status updates, RAID items, test scripts, training materials, and process documentation)
- Prepare and present written and verbal materials (findings, recommendations, demos, and training) for client stakeholders
- Provide structured input to product leaders (client feedback, enhancement ideas, backlog/roadmap support)
- Bachelor's degree in Accounting, Finance, Management Information Systems, or related field
- 2+ years of experience in consulting, implementation, or finance/operations roles with exposure to automation, calculations, and/or modeling
- Interest in combining technology, finance/accounting, and client service
- Experience in financial services; areas of interest include:
- Investment Management Regulatory Reporting (Form PF, CPO-PQR, N-PORT, N-CEN, etc.)
- Asset-backed lending
- Fund finance (Subscription, NAV, and Hybrid Facilities)
- Strong analytical skills and attention to detail; strong written and verbal communication
- Proficiency in Microsoft Excel
- Experience working in client-facing environments; ability to manage day-to-day client interactions with guidance
- 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
- Understanding of the alternative investment industry
- Experience with databases and financial/accounting systems; comfort with data models and reconciliations
- Experience working across multiple projects/teams under tight timelines
- Exposure to borrowing base calculations
- AI awareness and practical adoption to enhance product and user experience
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