What are the responsibilities and job description for the Implementation Manager - CPA position at Eton Solutions LP?
Designation: Implementation Manager
Role description: The Implementation Manager works with new clients to implement the AtlasFive platform, coordinating internal resources and external stakeholders.
More specifically:
- Perform project management in the execution of Eton onboarding methodology
- Participate and prepare deliverables for needs and gap analyses based on review of client issues, requirements, current pain points
- Platform implementation activities to include participation and contribution for the following:
- Discovery sessions with client and internal stakeholders
- Define configuration options to meet accounting, operations and reporting needs
- Define approach for custom user workflows
- Conduct end-user training
- Define approach to user reporting hierarchies
- Recommend custom reports based on client needs using advanced data analysis skills
- Implement interfaces to third party systems using data mapping skills
- Oversee client unit/integration/acceptance testing
- Assist in new features specification and functional enhancements to the platform
- Ability and willingness to travel
Profile:
- Must be a CPA
- 5 yrs experience in implementing portfolio management and/or investment accounting systems preferred
- Strong communication skills and ability to communicate complex ideas effectively
- Comfortable with significant client interaction and interest in building relationships
- Ability to adapt and prioritize changing project priorities, tasks and timelines
- Ability to work both collaboratively and independently, as well as under pressure of deadlines
- Rigorous attention to detail
Please share your resume with ashwini.ashok@eton-solutions.com