Client Platform Delivery Sr Officer

Job highlights

• Bachelor s degree in Accounting (or related field).
• Leverage accounting experience to support and optimize financial processes.

Client Platform Delivery Senior Officer

Success Profile

What makes a successful member of our team Check out these top traits were looking for and see if you have the right mix.

• Collaborative
• Deadline-oriented
• Efficient
• Focused
• Technologically savvy
• Client-driven

Responsibilities

• Subject matter expert for Real Estate Fund Administration (FA), Real Estate Technology, and Fund Implementations.
• Consistent involvement with troubleshooting and resolving business user s requests in Yardi.
• Thorough understanding of deal requirements in Real Estate Fund Administration for successful fund implementation, including leading scoping exercises with internal accounting teams for new entity setup.
• Work with Real Estate accounting team to ensure best practices are utilized across all of Fund Administration.
• Leverage accounting experience to support and optimize financial processes.
• Supervise and mentor an Analyst, as well as train new employees and managing their workload.
• Work with leadership to review, suggest, and implement process improvements to ensure compliance adherence across Real Estate accounting group.
• Coordination of Yardi system configuration information with Tech team.
• Coordination of data testing and validation for funds being implemented/migrated
• Coordination of custom reporting setup

Requirements

• Information Technology literate, proficient in Yardi (Investment Management a plus), and strong Excel skills
• Strong understanding of different types of investments
• Broad market knowledge
• Strong verbal and written communication skills
• Critical thinking skills, keen attention to detail, and ability to navigate unexpected challenges
• Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
• 2 to 4 years in fintech, financial services, real estate, finance, or accounting
• Demonstrate the AD Values
• Bachelor s degree in Accounting (or related field)
• Knowledge of current industry standards (ex: ILPA reporting, return calculation methodology, performance modeling, etc.) a plus

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