CFGI
CFGI is a leading independent accounting advisory firm that supports CFOs around the globe in critical financial and accounting functions. The firm provides a comprehensive suite of solutions including technical and operational accounting, capital markets advisory, strategic finance, analytics, ESG and sustainability reporting, operational and technology transformation, risk and compliance, cybersecurity, forensic accounting, tax and valuation services, transaction advisory, and workforce transformation. CFGI serves a diverse range of industries such as business services, financial services, healthcare, and life sciences, helping companies navigate complex financial landscapes and drive business growth.
RPA • Valuation • Technical Consulting • Interim Management • Corporate Tax
Fund Administration - Investor Account Management Staff
July 31, 2024
CFGI
CFGI is a leading independent accounting advisory firm that supports CFOs around the globe in critical financial and accounting functions. The firm provides a comprehensive suite of solutions including technical and operational accounting, capital markets advisory, strategic finance, analytics, ESG and sustainability reporting, operational and technology transformation, risk and compliance, cybersecurity, forensic accounting, tax and valuation services, transaction advisory, and workforce transformation. CFGI serves a diverse range of industries such as business services, financial services, healthcare, and life sciences, helping companies navigate complex financial landscapes and drive business growth.
RPA • Valuation • Technical Consulting • Interim Management • Corporate Tax
📋 Description
• Investor Document Posting (100% of time) • Upload diligence materials, capital calls, distribution notices, quarterly reporting and annual reporting for publication to investor website. • Generate appropriate investor contact reports using Salesforce and review to investor population for specific uploads. • Draft communications utilizing Investor Notification email templates for the appropriate investor contacts and coordinate Fund Management review. • Correspond directly with Fund Management and Partnership Accounting teams regarding document details. • Work closely with internal support to identify and troubleshoot internal document posting system errors.
🎯 Requirements
• Bachelor’s Degree preferred but not required. • Demonstratable client service experience. • A self-starter with the ability to prioritize and see the bigger picture. • Strong research/data mining skills. • Effective communication skills both written and verbal. • Strong listening comprehension skills. • Organized, detail-oriented, efficient, and diligent. • Effective time management skills and ability to meet deadlines. • High integrity and must be able to maintain confidentiality of sensitive and proprietary information. • Advanced PC skills and excellent Microsoft Office skills. • Intermediate level Excel skills. • Familiarity with SharePoint, Salesforce, or another CRM systems a plus.
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