33Floors

Financial Planning and Analysis

• Deliver (Hands-On from Day One)
• Lead complex Yardi Investment Management implementations end-to-end
• Design and configure solutions across fund structures, investor models, and reporting frameworks
• Act as lead solution architect and trusted advisor to client stakeholders
• Establish delivery standards, methodologies, and best practices through direct execution
• Build and scale a specialist Investment Management consulting team
• Recruit, mentor, and develop high-caliber Yardi IM professionals
• Transition delivery from a hands-on model to a team-led delivery model
• Create repeatable, scalable delivery frameworks
• Own client engagements from solution design through delivery
• Act as a trusted advisor to investment, finance, and operational stakeholders
• Lead solution design across fund structures, entity hierarchies, and investor reporting models
• Ensure high-quality delivery outcomes and long-term client satisfaction; Support and shape pre-sales engagements, solution design, and scoping
• Partner with sales to grow the Investment Management pipeline
• Contribute to pricing strategy and delivery approach
• Build a sustainable, high-quality Investment Management practice

Director – Yardi Investment Management Client Solutions