Financial Software Implementation Consultant

2 weeks ago


Dallas, Texas, United States Pereview Software Full time

WHO ARE WE LOOKING FOR?

Pereview Software is in search of a dedicated Implementation Consultant who will be instrumental in our operational processes by managing software deployments alongside a Project Manager and Senior Consultant. This role is crucial in enhancing the experiences of our clients in the real estate and financial services sectors while establishing a uniform standard for data formats to ensure seamless integration with the Pereview Software platform. You will engage directly with the software implementation process, overseeing the setup and configuration of the software system, and executing various tasks related to the implementation workflow. As a key team member to the Senior Consultant, you will collaboratively guide our clients towards successful outcomes.

Are you someone who is:

  • Enthusiastic
  • Self-motivated
  • Persuasive
  • Inspirational
  • Fast-paced
  • Direct

Responsibilities

  • Engage directly with clients to gather and input operational and financial data into Pereview.
  • Set up client Pereview sites tailored for investment frameworks, dashboards, and formatted reports.
  • Collaborate with internal teams on various configuration needs.
  • Utilize project management tools to monitor tasks and timelines effectively.
  • Analyze, modify, and prepare Excel workbooks ranging from simple to complex.
  • Conduct data validation, reconciliations, and troubleshoot any discrepancies independently.
  • Document configuration and customization decisions with clear notes.

Requirements

  • 1-3 years of robust data-oriented analytical experience.
  • Proficient in reconciling data using advanced Microsoft Excel functionalities, including formulas.
  • Exceptional verbal and written communication skills with strong interpersonal abilities.
  • Demonstrated self-motivation whether working independently or as part of a team.
  • A strong sense of urgency in problem-solving, meeting deadlines, and achieving critical objectives.

Preferred Experience

  • Bachelor's degree in accounting or computer science.
  • Experience in Real Estate, particularly in Fund/Asset Management and Investment Legal Structures.
  • Familiarity with ERP systems (e.g., Yardi, MRI, RealPage) and standard financial reporting.

WHO ARE WE?

Pereview Software is recognized as the fastest-growing provider of asset and portfolio management solutions for the global commercial real estate sector. We have consistently been acknowledged by Inc. 500 and Dallas 100 as one of the fastest-growing privately held companies in the United States, and have also been honored by the Dallas Business Journal as one of the top workplaces.

Pereview Software offers a comprehensive solution for the commercial investment management industry, supporting both debt and equity investments. Our clientele ranges from small investment management firms to some of the largest global entities in the industry.

Benefits

WHAT'S IN IT FOR YOU?

  • Competitive health, vision, and dental benefits tailored to your needs.
  • Discretionary time off – 3 weeks total.
  • Paid company holidays.

Location Requirement:

  • Applicants must reside in Dallas, TX.
  • Ability to work 5 days a week in the office.

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

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



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