About Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Job Summary
We are seeking a dynamic and experienced Client Success Consultant to be part of a growing team of implementation and consulting specialists delivering class leading implementations of our FirmView product
Responsibilities
- Implementation of the FirmView platform to meet a clients specific requirements.
- Work closely with customers and other analysts to gather requirements and design reports that meet business needs. (Creating specifications for developers and report writers.)
- Collaborate with software developers, product manager, and testers to deploy custom features for clients
- Manage client stakeholder meetings to review project milestones, accomplishments
- Produce high level solution documentation for the clients implementation.
- Manipulating complex excel files to create data loads and reconciliation.
- Validate / test deliverables pre client delivery.
Requirements
- Minimum of 2 years experience
- Implementing PE Fund accounting solutions, or,
- Working within finance (fund accounting) at a Fund Administrator.
- Strong analytical and problem-solving skills.
- Strong Excel and use of sophisticated formulas.
- Logical mind able to understand the big picture and detail.
- Excellent written and verbal communication skills.
- Ability to work independently and collaboratively in a team environment.
- Strong attention to detail and ability to manage multiple projects simultaneously.
Education/Certifications
Bachelor's degree in Economics, Finance, Computer Science, Information Systems, Accounting, or related fields.
What We Offer
- Health Coverage options along with other voluntary benefits
- Enterprise Udemy membership with access to thousands of personal and professional development courses
- 401K with Company match up to 4% or Employee Pension plan
- Competitive pay and year-end bonus potential
- Flexible PTO
- Charitable Donation matching, along with Volunteer and Voting PTO
- Numerous team building activities to promote collaboration in a fun and fast-paced work environment
EEOC Statement
Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.