Morrisville, North Carolina, United States·Onboarding - US·Full-time
Overview
POSITION SUMMARY (Key tasks and outcomes):
The Implementation Manager works with new clients to implement the AtlasFive platform, coordinating internal resources and external stakeholders.
Primary Tasks/Activities:
- Perform project management in the execution of Eton onboarding methodology
- Participate and prepare deliverables for needs and gap analyses based on review of client issues, requirements, current pain points.
- Platform Implementation Activities to include participation and contribution for the following:
- Discovery sessions with client and internal stakeholders
- Define configuration options to meet accounting, operations and reporting needs
- Define approach for custom user workflows
- Conduct End-user training
- Define approach to user reporting hierarchies
- Recommend custom reports based on client needs using advanced data analysis skills
- Implement interfaces to third party systems using data mapping skills
- Oversee client unit/integration/acceptance testing
- Assist in new features specification and functional enhancements to the Platform
- Ability and willingness to travel (approximate 25 -35%)
Requirements
Knowledge Components:
- Basic knowledge in:
- Project consultant for 5-15 person internal/client teams of material size and duration
- Issues Tracking and resolution
- User requirements definition and formal report preparation
- Common marketable securities (stock, bonds, mutual funds, options) and Illiquid fund investments
- Investment and accounting reports design
- Application testing
- User training
- Strong math and logic skills
- Exceptional skills in MS Excel – pivot table, vlookup, financial formulas, table/query functions
Experience (Years and types):
- 4+ years implementing portfolio management and/or investment accounting systems preferred
- Will substitute similar experience working in big 4 type environment
Education Levels/Credentials:
- Finance, Business Accounting degree Preferred CPA