Consultant

• Analyze peer utility and industry supply chain sustainability strategies, commitments, and supplier engagement practices to identify best-in-class approaches.
• Monitor ESG trends in supply chain management, with a focus on greenhouse gas (GHG) emissions estimation and reduction strategies.
• Leverage resources from the Sustainable Supply Chain Alliance and peer networks to identify tools, case studies, and collaboration opportunities.
• Refine supply chain GHG emissions calculations through new emission calculation methodologies and closing data gaps with suppliers.
• Conduct a hotspot analysis of our existing emissions inventory to prioritize supplier engagement and emission reduction opportunities.
• Develop a data-driven supply chain emissions reduction roadmap aligned with company strategy, including actionable recommendations and value propositions.
• Lead the annual supplier sustainability questionnaire process, including analysis of responses and identification of improvement areas.
• Facilitate supplier engagement through meetings, forums, and training materials focused on sustainability practices and expectations.
• Develop guidance and resources to support suppliers in advancing their sustainability performance.
• Prepare meeting agendas, facilitate meetings, and keep a record of outcomes, next steps, and updates to the team with internal and external parties.
• Prepare executive summaries, presentations, and other documentation to share findings from project work.

Sustainability Consultant

Accounting Manager

• Act as intermediary between funds and investment managers and serve as the official record keeper for funds
• Price and maintain timely records for hedge and private equity holdings using external pricing resources
• Perform reconciliations regarding Net Asset Values and provide accounting reports
• Communicate fund transactions and provide accurate accounting packages to internal and external clients
• Coordinate and support year-end audit engagements in accordance with GAAP
• Perform due-diligence to ensure clients are in compliance with government laws and regulations
• Train and supervise accounting analysts on systems, processing, procedures, and job responsibilities
• Manage team environment including performance appraisals, one-on-ones, career pathing, hiring participation, promotions and disciplinary action
• Correspond with external investment managers regarding day-to-day fund inquiries and escalations
• Participate in IMS and corporate professional development and identify process improvement opportunities

Fund Accounting Supervisor, Private Equity / Hedge Funds

Financial Planning and Analysis

• Act as intermediary between funds and investment managers and serve as official record keeper for funds
• Price and maintain timely records for hedge and private equity holdings using external pricing resources
• Perform timely reconciliations regarding Net Asset Values and provide accounting reports
• Communicate transactions associated with funds and provide accurate accounting packages
• Coordinate and support year-end audit engagements in accordance with GAAP
• Perform due-diligence to ensure client compliance with laws and regulations
• Train and supervise accounting analysts on systems, processing, procedures, and responsibilities
• Manage team environment encouraging self-motivation and organization
• Review analysts' work for error-free reconciliations and reporting
• Correspond with external investment managers regarding fund inquiries, reconciliations, deliverables, and escalations
• Assist manager with performance appraisals, one-on-ones, career pathing, and analyst interviews
• Partner with diverse team, attend professional development sessions, and identify process improvements

Supervisor, Alternative Investment Funds

• Serve as main contact and lead for offshore and domestic private equity fund accounting and administration
• Lead delegation of funds and coordinate/onboard new fund setups
• Liaise between clients, internal teams, investment managers, transfer agents and vendors
• Prepare, review and approve month-end valuation reports and full accounting packages
• Coordinate and support year-end audit engagements in accordance with GAAP
• Perform due-diligence and ensure compliance with laws and regulations; implement AML policies
• Authorize wire payments from fund escrow accounts and reconcile accounting reporting
• Respond to client inquiries and support administration, servicing, planning and reporting of funds
• Conduct performance appraisals, monthly one-on-ones, provide career pathing, training and hiring
• Assess staffing requirements and manage promotions and disciplinary actions
• Support new business development, prospect calls, client visits and presentations
• Facilitate onboarding of new and converted clients and submit custom requests
• Partner across IMS and corporate teams to identify process improvements and grow the business

Manager, Private Equity Fund Accounting

• Manage accounting operations and resolve accounting issues for hedge and private equity fund clients
• Serve as main client contact for offshore and domestic fund accounting and administration
• Delegate funds to team, coordinate/onboard new fund setups, and liaise with internal teams
• Coordinate and support year-end audit engagements in accordance with GAAP
• Perform due-diligence for regulatory compliance and follow AML policies
• Generate and reconcile accounting reports, review and approve month-end valuations, authorize wire payments
• Correspond with investment managers, transfer agents, and service teams to resolve inquiries and production issues
• Conduct performance appraisals, one-on-ones, hiring, training, and manage staffing
• Support new business development and client onboarding activities
• Participate in IMS and corporate professional development to identify process improvements

Fund Accounting Manager, Alternative Investment Funds

• Manage accounting operations and resolve accounting issues for hedge and private equity fund clients
• Serve as main client contact for offshore and domestic fund accounting and administration
• Delegate funds to team, coordinate/onboard new fund setups, and liaise between clients and internal teams
• Prepare and review month-end valuation reports and authorize wire payments from escrow accounts
• Support year-end audits in accordance with GAAP and perform due-diligence for regulatory compliance
• Adhere to Anti-Money Laundering policies and department compliance rules
• Correspond with investment managers, transfer agents, and service teams to resolve inquiries
• Conduct performance appraisals, one-on-ones, hiring, training, and career development for team
• Support business development, client onboarding, and participate in prospect calls and presentations