Analyst

• Support the collection and organization of customer energy data for Clean Buildings benchmarking and compliance.
• Conduct basic analysis of building energy use and potential efficiency opportunities.
• Participate in outreach to targeted customer segments.
• Collect, organize, and analyze customer energy data in coordination with internal data teams and external building owners.
• Assist with customer outreach and engagement.
• Develop, refine, and maintain resources that highlight requirements and incentives.
• Support planning, logistics, and facilitation of internal and external meetings.
• Document workflows, templates, and lessons learned.

Energy Conservation Analyst

Operations

• Monitor ridership and other metrics, analyze data, prepare statistical reports, and monitor and adjust individual train travel fares.
• Develop new metrics and analysis methods, make policy recommendations, and explore ways to grow ridership and revenue.
• Work with internal and external stakeholders to implement or change procedures.
• Lead and participate in meetings, conduct field audits at stations and on trains, and interact with the public.
• Communicate directly with customers in a customer service capacity as needed.

Operations Analyst

Accounting Manager

• As the main contact for clients, demonstrate expertise in offshore and domestic fund accounting.
• Manage team delegation of funds, coordinate onboarding of new fund setups, and serve as liaison between clients and internal teams.
• Generate and reconcile all accounting reporting, such as month-end valuation reports.
• Review and approve month-end valuations prior to distribution to client with a goal of 100% accuracy.
• Authorize wire payments from fund’s escrow accounts.
• Conduct performance appraisals, monthly one-on-ones, and provide career pathing and training.

Manager, Private Equity and Hedge Fund Accounting

Financial Planning and Analysis

• Oversee accounting operations and resolution of accounting issues for clients.
• Utilize expertise in domestic and international fund accounting operations.
• Manage the daily accounting operation of assigned funds.
• Support annual audits and coordinate/onboard new funds.
• Serve as liaison between clients, service providers, and internal teams.
• Prepare/review SEC filings and assist with distribution calculation and tax reporting.
• Communicate with external investment managers regarding fund inquiries.

SEI

Energy Conservation Analyst

Operations Analyst

Manager, Private Equity and Hedge Fund Accounting

Manager, Investment Fund Services