Finance Operate - Product Manager - Accelsior Suite

You will work on client teams supporting our Accelsior Suite of technology products - including onboarding new implementations, performing analytics, and expanding existing features and functionality to meet client needs. You will be leading analysts and developers across multiple client engagements while building and maintaining client relationships.

Responsibilities

• Helping clients streamline operations, automate tasks, and improve processes in their finance, regulatory reporting, fund accounting, portfolio monitoring and operations functions
• Advising clients on tailored solutions for their reporting and infrastructure needs, while managing expectations regarding final deliverables and timing
• Facilitating use of technology-based tools or methodologies to review, design and/or implement products and services
• Building reports and dashboards leveraging market leading business intelligence tools
• Defining data exchange requirements and coordinating loading data through ETL / API / SFTP
• Gathering and analyzing client requirements, and configuring products and implementation to meet those requirements
• Overseeing a team of business analysts and providing constructive on-the-job feedback
• Preparing and presenting written and verbal materials such as reports, findings, and training
• Assisting product leaders in developing product roadmaps

The team

Our Finance Operate offering provides ongoing operation of the Finance function as an extension of the Finance Transformation Advise and Implement offering portfolio.

Required qualifications

• Bachelor's (or higher) degree in Accounting, Finance, Management Information Systems, or related field
• A minimum of 5-8 years of experience as a consulting/ implementation/finance professional who comes with experience in automating calculations and building various models
• Strong interest in a career that combines technology, finance/accounting, and consulting
• Background in the financial services domain. Areas of interest include, but are not limited to:
  • Investment Management Regulatory Reporting (Form PF, Form CPO-PQR, N-PORT, N-CEN etc.)
  • Asset-backed Lending
  • Fund Finance (Subscription, NAV, and Hybrid Facilities)
• Detail oriented, possess strong listening, verbal/written communication skills, and able to collaborate well with others
• Experience with financial concepts and formulas
• Strong comfort with Microsoft Excel
• Experience in client-facing roles and managing client relationships
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred qualifications

• MBA in Finance and Business Analytics.
• Strong understanding of alternative investment industry
• Experience and strong comfort with database systems and financial/accounting systems
• Experience working with diverse projects and teams under tight timelines
• Experience with borrowing base calculations
• AI awareness and adoption for enhancing product and user experience

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $174,400-$192,800.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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Benefits

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.