Finance Operate - Regulatory Reporting & Fund Accounting Implementation Manager
Core
Lead client implementations and onboarding for the Accelsior Suite of technology products, helping clients streamline operations, automate tasks, and improve processes in finance, regulatory reporting, and fund accounting.
Role type
Senior IC Client Implementation Manager (Finance Technology)
Builds
Production ML models | product features | dashboards & analysis
Domain
Financial Services / Investment Management / Regulatory Reporting
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Fund accounting, Regulatory reporting (Form PF, Form CPO-PQR, N-PORT), Financial reporting, Investment management, Data exchange requirements, ETL / API / SFTP, Business intelligence tools, Microsoft Excel, Client relationship management, Project leadership, Mentorship
Preferred skills
MBA in Finance and Business Analytics, Alternative investment industry knowledge, Database systems, Financial/accounting systems, Borrowing base calculations, AI awareness and adoption
Technologies
ETL, API, SFTP, Microsoft Excel
Responsibilities
Lead client implementations and onboarding to technology products, Lead analysts and developers across multiple client engagements, Build reports and dashboards leveraging business intelligence tools, Define data exchange requirements and coordinate data loading, Gather and analyze client requirements to configure products, Oversee a team of business analysts and provide feedback, Prepare and present written and verbal materials including reports and training, Assist product leaders in developing product roadmaps
Seniority
Senior, hands-on IC