Altus Group

Accounting Manager

• Review each client’s quarterly financial statements and oversee the import of this data into our accounting system and supplemental Excel templates.
• Project each component of net investment income for the upcoming quarter.
• For example, using historical property net operating income and the appraiser’s income projections to estimate net operating income for the quarter.
• Interest expense is projected using each client’s’ debt schedule.
• Coordinate with the appraisers, daily value committee, and other market participants to determine the initial appreciation projection.
• Oversee the collection of draft, revised and final appraised values to adjust the projection as the quarter progresses.
• Coordinate with the client and the appraisers to re-value properties for material events such as new leases, bankruptcies, and market events, etc.
• Project the net asset value change and share price for the quarter and update as new data becomes available.
• Review variances with our daily valuation committee and with each client when the actual share price is published.
• Interpret client requests and communicate/delegate requests to the team.
• Manage multiple projects/engagements to ensure delivery on time and on budget.
• Review all work by staff before sending to clients or third-parties; Coach and mentor staff.
• Deliver the highest quality of service and technical excellence.

Manager, Daily Valuation, NAV Accounting

Support Engineer

• Resolve issues. Identify, analyze and solve problems affecting client’s software.
• Respond to enquiries. Provide timely, intelligent and professional responses to customer calls and emails.
• Communicate. Actively support the client in all aspects through problem resolution, keeping the client informed throughout life of incident.
• Document. Clearly and concisely log and track details of solutions and maintain the resolution database.
• Learn. Come up to speed on new technologies, software, and concepts.
• Prioritize. Recognize when issues need escalation to senior representatives or Development.
• Collaborate. Work closely with global inter-company departments/teams such as Sales, QA and Development to provide assistance and resolve product queries raised by our clients.

Client Support Analyst

Financial Planning and Analysis

• Schedule phone appointments for Sales Engineers
• Qualify prospects' needs during pre-sales
• Attend meetings with prospects and clients
• Assist in preparing and following up on commercial proposals and contracts
• Assist in planning and tracking marketing and event activities in the target area
• Qualify and update data in our CRM

Sales Engineer Intern – Finance Active

Customer Support

• Reviewing, troubleshooting, and supporting end users and admin support via ticketing system
• System reviews and best practice advice may be requested
• Client requested data conversions
• Maintain client service level agreements
• Review and maintain client’s portfolio in their system of record
• Implementing best practice ideas in client systems
• Reporting ticket counts and repeat issues with clients
• Create and deliver customized training materials and documentation
• Liaison for both internal and external customers
• Support Senior Consultants on projects as needed

Manager, Daily Valuation, NAV Accounting

Client Support Analyst

Sales Engineer Intern – Finance Active

Applications Support Specialist