Alternative Investment Service Associate responsible for processing client transactions and ensuring adherence to policies. Handling high volumes and building strong client relationships while providing superior customer service.
About the role
- Senior Financial Operations professional managing finance projects for clients. Supporting accounting, operational, and industry experiences with a focus on delivering value to clients.
Responsibilities
- Own and manage assigned tasks and project responsibilities to ensure timely delivery of work, according to plan and budget
- Participate in Client interactions, including interviews, process walkthroughs/documentation, and presentations
- Communicate status, including identifying potential issues and risks, in a timely manner
- Work effectively with other project team members to provide best-in-class client support and deliverables
Requirements
- Good understanding and application of key business and finance processes (close process, procure-to-pay, order-to-cash, equity, etc.)
- Demonstrated ability to document finance and operational processes by way of narratives and/or flowcharts
- Attention to detail with ability to produce quality deliverables
- Strong analytical and problem-solving skills; intellectual curiosity
- Entrepreneurial nature, self-motivated, ethical, and dependable
- Excellent interpersonal, writing, communication, and presentation skills
- Advanced Excel and PowerPoint skills
- Team and/or project management experience beneficial
- Exposure to financial systems and tools beneficial (e.g., NetSuite, Oracle, BlackLine, Zuora, Coupa, Hyperion, Business Intelligence Databases)
- Minimum 2-3 years business consulting, auditing or industry experience required
- CPA and or MBA preferred
- Some travel is required (about 25%)
Benefits
- Health insurance packages
- Wellness programs
- One-on-one coaching program
- Career development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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