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    Consultant - Dallas, United States - Saxony Partners

    Saxony Partners
    Saxony Partners Dallas, United States

    3 weeks ago

    Default job background
    Description
    WHO ARE WE LOOKING FOR?


    Pereview Software is seeking a Consultant, who will play a key part in operations by facilitating software implementations while teamed with a Project Manager and Senior Consultant.

    You'll be actively engaged with improving the lives of our real estate and financial services clientele while achieving a common baseline of standardized data formats for efficient uploading to the Pereview Software application.

    This role will be hands on with the software implementation while taking on and expediting tasks associated with the set-up and configuration of the software platform, as well as completing other workstream tasks associated with the implementation.

    You will be the right-hand team member to the Senior Consultant, and the two of you will lead our clients to success

    Would you describe yourself as:
    Enthusiastic
    Self-starter
    Persuasive
    Motivational
    Fast Paced
    Direct

    Before submitting your application for review, we kindly request that you first complete the following survey by clicking on the link provided

    . Your responses will provide valuable insights for us as we evaluate candidates for this role.


    Responsibilities :
    Work directly with clients to collect and load operational and financial data into Pereview
    Configure client Pereview sites for investment structures, dashboards, and formatted reports
    Collaborate with internal team members on various configuration requirements
    Utilize project management software to keep track of tasks and timelines
    Investigate, modify, and prepare excel workbooks from simple to complex
    Independently perform data validation, reconciliations and troubleshoot errors
    Document configuration and customization choices with concise notes

    Requirements

    4+ years of strong data-oriented analytical skills
    Extensive experience reconciling data using Microsoft Excel features, including formulas
    Excellent oral and written communication skills with strong inter-personal skills
    Exhibit self-motivation whether working independently or on a team
    A strong sense of urgency around solving problems, meeting deadlines, and achieving critical goals

    Preferred Experience

    Bachelor's degree in accounting or computer science
    Experience in Real Estate including Fund/Asset Management, and Investment Legal Structures
    Exposure to accounting/ERP platforms (ex. Yardi, MRI, Timberline, SAP, Peoplesoft) and standard financial statements

    WHO WE ARE?


    Pereview Software is the fastest growing provider of asset and portfolio management software to the global commercial real estate industry.

    To that end, multiple times since our inception, we have been recognized by Inc.

    500, Dallas 100 as a fastest growing privately held business in the United States and have also been recognized by the Dallas Business Journal as one of the top places to work.


    Pereview Software is the only life of the asset solution to the commercial investment management industry supporting both debt and equity investments.

    We serve clients on a global basis from very small investment management managers to some of the largest global firms in the industry.

    Benefits

    WHAT'S IN IT FOR YOU?

    Competitive Health, Vision, and Dental benefits to fit your needs
    Discretionary Time Off - 3 weeks off total.
    Paid Company Holidays.


    LOCATION REQUIREMENT
    To be considered for this position, applicants must live in Dallas, TX
    Hybrid work environment - Ability to work 3 days per week in office.

    Before submitting your application for review, we kindly request that you first complete the following survey by clicking on the link provided

    . Your responses will provide valuable insights for us as we evaluate candidates for this role.
    #J-18808-Ljbffr
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