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Senior Implementation Accountant

Role overview

Qualifications

  • Minimum BA in accounting
  • Strong Excel skills
  • Minimum of 3 – 4 years of prior experience in investment partnership accounting
  • Excellent communication and relationship skills

Responsibilities

  • Manage data migrations, including Dynamo Accounting configuration, historical data, and go live preparations
  • Provide private equity related technical and accounting support for new and existing Dynamo clients
  • Be a key player in managing the support inbox and responding to client/internal stakeholder's inquiries
  • Recommend enhancements to Dynamo Accounting based on data migration experience

Key facts

Other skills

  • Microsoft Excel
  • Communication
  • Customer Service
  • Relationship Management
  • Time Management

About the company

Dynamo Software logo

Dynamo Software

Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and solve key challenges in the alternative investments ecosystem. Today, we are proud to offer a complete investment management platform that is configurable, cloud-based, automated, and versatile.GPs and Deal Teams use our platform for:-Deal Management & CRM-Investor Relations & Fundraising-Portfolio Monitoring & ESG-Fund & Investment Accounting-Investor Portal CommunicationsLPs and Asset Allocators use our platform for:-Research Management-Stakeholder Communications-Portfolio ManagementAll users can leverage Dynamo mobile for on-the-go access, an ecosystem of service providers, flexible integration capabilities, and time-saving data automation.Our clients include:-Private Equity-Venture Capital-Hedge Funds-Corporate Development-Investment Banking-Real Estate-Endowments & Foundations-Family Office-Pensions-Asset Managers-Funds of Funds-InsuranceOur product stack sets us apart from the competition with dynamic, interactive data visualizations and drill-through capabilities, third-party integration and API data sourcing, integrated compliance reporting for FACTA, KYC, ILPA, and more, and a firm-wide single source of truth database for research, performance metrics, activities, insights, and document management.Dynamo is a global company, with six offices worldwide. Find us in the U.S., England, Bulgaria, Singapore, UAE, and Hong Kong.Dynamo is the end-to-end cloud platform every alternative investments firm needs. With Dynamo, there is a better way to take control of your investment insights. We’re ready to show you how.Learn why Dynamo is trusted by thousands of customers worldwide.

Company details

Company size201 - 500

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Job description

Dynamo Software is a leading global FinTech Research and Portfolio Management SaaS provider offering an industry-tailored, highly configurable SaaS platform solving challenges across the alternative investment landscape. For more than 20 years, the Dynamo™ platform has improved the productivity of fundraising, deal, research, investor servicing, portfolio management, and compliance teams worldwide. Collectively, Dynamo’s 1,000+ clients manage over $10 trillion in assets. Backed by the largest Private Equity firms in the world – Blackstone Growth and Francisco Partners, Dynamo is seeking to grow our team based on rapidly increasing demand for our financial technology solutions.


The Company’s proprietary Dynamo Accounting™ software provides easy access to all firm information from one intuitive interface, handles complex fund structures and economic arrangements, and provides best of breed reporting. Dynamo Software’s experienced team of accounting professionals offers a full range of implementation and outsourcing services tailored to each client’s needs and budget. Clients include venture, buy-out, fund of funds, SBICs, family offices and other private equity firms with assets under management ranging from under $200 million to multi-billion.


Although we operate as a unified team, our Dynamo Accounting team effectively has two practices:

  • Dynamo Accounting licensing and related implementation & support services
  • Outsourced Accounting and Reporting Services

 

Role Overview: We are seeking a Senior Implementation Accountant to join our Dynamo Accounting team to assist and support the Implementation Manager in configuration, data migration and go live preparations for new and existing Dynamo Accounting licensing\hybrid\fund administration clients.


What You’ll Do (Day-to-Day): 

  • Manage data migrations, including Dynamo Accounting configuration, historical data, and go live preparations. Related activities include identifying unique client requirements, migrating client data, and assuring successful transition to go live status.
    • Provide private equity related technical and accounting support for new and existing Dynamo clients including, but not limited to:
      • Analyze client fund LPAs, summarize key terms, and identify nuances to consider as part of the implementation process
      • Assist in the migration of client historical data
      • Assist in template configuration and customization
    • Be a key player in managing the support inbox and responding to client/internal stakeholder's inquiries and requests
    • Recommend enhancements to Dynamo Accounting based on data migration experience.
    • Participate in company events as deemed necessary.


What you bring:

  • Minimum BA in accounting
  • Strong Excel skills
  • Minimum of 3 – 4 years of prior experience in investment partnership accounting
  • Excellent communication and relationship skills
  • Commitment to a high degree of customer service
  • Capable of working in a fast-paced environment while juggling multiple client priorities
  • Prior financial software implementation experience desirable


What We Offer:

  • The ability to have an IMPACT.   Good ideas come from everybody in our organization. We are agile enough to embrace new ideas and new directions.
  • A very attractive work culture in an established technology company. We take pride in our work and people.
  • A competitive base salary, performance bonus, 401k matching, & excellent benefits.
  • The right candidate will have the opportunity to interact with all facets of our growing company and to define his or her own career track.


At Dynamo Software, we’re committed to fair and competitive pay practices. The listed range represents the base salary for this role, with final pay determined by experience and qualifications. In addition, employees are eligible for our performance-based bonus program. Base Salary Range: $80,000-$105,000. 


Dynamo Software, Inc. is an equal opportunity employer. All employment decisions and personnel actions at the Company are administered without regard to race, color, religion, creed, national origin, ancestry, sex, age, qualified mental or physical disability, sexual orientation, gender identity, genetic carrier status, any veteran status, any military service, any application for any military service, or any other category or class protected by federal, state or local laws.  All employment decisions and personnel actions, such as hiring, promotion, compensation, benefits, and termination, are and will continue to be administered in accordance with, and to further the principle of, equal employment opportunity.


Compensation: $80,000-$105,000

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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