VP Ultimus Fund Solutions, LLC
VPMilwaukee, WI4 days ago
Proven ability to develop strong relationships on a global level (i.e. Executive, HR, Recruitment and Finance); Strong management skills over fund team operations, ensuring the work quality and overall client satisfaction is high; Assist in business development and marketing efforts including conferences, marketing calls and marketing meetings; Oversight in company-wide technical training initiatives and a demonstrated ability fund accounting concepts at a high-level required; Partner with Business Development on additional work for existing contracts or on new pricing contracts and proactively provide suggestions on client pricing when applicable; Advise on high-level fund accounting concepts (i.e., complex waterfall structures); Perform high-level client check-ins to ensure high client satisfaction; Provide guidance and advisory on high-level employee relations issues, staffing, performance management, etc., partnering with Human Resources; Ability to multi-task between different tasks and internal demands throughout the day; Responsible for identifying and implementing "Best Practices" across the operations team; Act as subject matter experts on prospective client calls, partnering with our Business Development Team; Drive implementation of new policies, procedures, technology and overall initiatives; Responsibility for oversight of internally developed budget model, including capacity and gross profit; and . 10 + years' (relevant) experience in PE, Accounting or related field; 10 + years' supervisory experience in the following: performance management (including coaching, progressive discipline, performance review delivery etc.), training, talent acquisition and retention; Minimum of a Bachelor's Degree in Accounting or related field; Advanced degree (MBA or MSA) in Accounting or related field strongly preferred; Certified Public Accountant (CPA) license is strongly preferred; Experience in forecasting and budgeting during an accelerated growth period; Proficient in Microsoft Office Suite with knowledge of Investran or other partnership accounting software a plus; Ability to multitask, time management, attention to detail, planning and problem-solving skills required; Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients and; Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines.