Sr. Principal Consultant- Professional Services

Position Overview: We are seeking an experienced Senior Professional Services Consultant to join our team. In this role, you will leverage your expertise in investment accounting to review, analyze, and provide strategic advice to our clients facing accounting challenges. You will be responsible for developing and implementing solutions that drive efficiency, compliance, and overall financial performance.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their investment accounting issues, needs, and objectives, building strong relationships and trust.

• Analysis & Review: Conduct thorough reviews of client accounting practices and investment portfolios, identifying areas for improvement and potential risks.

• Solution Development: Create and recommend tailored solutions to address clients’ investment accounting challenges, including reporting, compliance, and operational efficiency.

• Implementation Support: Guide clients through the implementation of recommended solutions, ensuring successful adoption and integration into their existing processes.

• Training & Support: Provide training sessions and ongoing support to clients and internal teams on investment accounting principles, best practices, and software tools.

• Project Management: Manage multiple projects simultaneously, ensuring timely delivery of services and adherence to client expectations.

• Knowledge Sharing: Stay current with industry trends, accounting standards, and regulatory changes, sharing insights and knowledge with clients and colleagues.

• Collaboration: Work closely with cross-functional teams, including product development, and client services, to align client needs with company offerings.

Required Skills:

• Strong understanding of accounting principles and practices related to investments, including GAAP, STAT, IFRS and relevant regulatory requirements, including the preparation of regulatory reports and compliance documents.

• Expertise in various investment products and strategies, with knowledge of their accounting implications.

• Experience with financial reporting, performance management, and compliance for investment vehicles

• Proficient in investment accounting software (e.g., Clearwater, Eagle, PAM, Aladdin, CAMRA, Advent, Bloomberg) and data analysis tools (e.g., Excel, SQL, Tableau).

• Expertise in developing and managing financial data management systems, including experience with end-to-end data solutions for investment accounting

• Skilled in designing streamlined processes that enhance operational efficiency while ensuring alignment with financial management principles and regulatory requirements.

• Proficient in analyzing current operating models and mapping business processes to identify inefficiencies, optimize workflows, and assess cost implications, utilizing performance metrics and key performance indicators (KPIs) to inform decision-making.

• Proven ability to implement business processes and architectures within investment operations to enhance efficiency and accuracy.

• Expertise in the following services/solutions: drafting and designing accounting policies, Financial Statement close process support, technical accounting research and advice.

• Ability to create and deliver compelling presentations to communicate findings, recommendations, and the proposed target operating model to stakeholders

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field; a Master’s degree,  CPA, CFA designation is preferred.

• Minimum of 8-10 years of experience in investment accounting, financial consulting, or a similar capacity.

• Proven experience in client consulting and relationship management, having delivered prior multiple consulting assignments

What we offer:

• Business casual atmosphere

• Team focused culture that promotes innovation and ownership

• Access cutting edge investment reporting technology and expertise 

• RSUs as well as employee stock purchase plan and 401k with match  

• PTO and volunteer time off to give back to the community 

• Defined and undefined career pathways allowing you to grow your own way 

• Work from anywhere 3 weeks out of the year 

• Work from home Fridays

• Maternity and paternity leave