DUTIES and RESPONSIBILITIES:
Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our CFO services. Some of the strategic support that we provide includes:
Capital calls and distributionsAudit/tax supportPre/post close servicesQuarterly and annual financialsLimited Partner communications
Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:
Real-time IRRReal-time portfolio dataProvide additional data points (TVPI, RVPI) Team Lead Duties: Establish and execute processes and proceduresEstablish and manage the achievement of Key Performance Indicators (KPIs)Monitor and evaluate all processes and implement improvement to ensure customer clients receive appropriate and high-quality services as committedPerform daily and monthly auditing of work processesMonitor and assist team members in the daily operation aspects of the project including reviewing the status and performance against targets, CONFIDENTIAL performing root cause analysis of variances and making improvements to meet the targetsCoach, guide and train team members by providing creative ideas and ways on how to carry out the respective tasks towards providing excellent serviceProvide assistance to team members in accordance with established practices and proceduresProvide reports as agreed with the CustomerAssist in hiring, selection and training of new team members QUALIFICATIONS: 3+ years' experience (fund admin/fund accounting – private equity)1-3 years supervisory experienceDesire to deliver outstanding Customer Experiences to our customersStrong written and verbal communication skillsHighly organized with strong attention to detailCare deeply, genuinely, and passionately about our clientsExcited to take on new challengesResponsive and able to complete tasks in a timely mannerAbility to articulate technical and complex concepts in a clear and concise mannerAbility to balance multiple active projects with competing prioritiesExhibit diplomacy, tact, and poise when communicating with clients or customersDriven to help and solve problemsAbility to work independently and in a team environment1-3 years of experience in a contact center environment preferred