Financial Planning and Analysis

• Lead a team of alternative investment specialists
• Client ownership and interaction
• Communicate with clients in a proactive & professional manner
• Monitoring, retrieving, processing, reporting and reviewing alternative investment data
• Management of workload queues
• Project ownership for onboarding of new clients
• Working with various systems across the SS&C landscape
• Assisting with researching differences between the alternative investment data and systems
• Identify potential problems and troubleshoot to resolve issues

Manager, Alternative Investment Specialist

FP&A Manager

Financial Analyst

Commercial Finance Manager

Senior Financial Analyst

Senior Manager, Strategic Planning, Network Strategy & Provider Experience