For the given job description <<About Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. Were looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether youre collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team thats revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Job Summary
We're looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you're collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that's revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Responsibilities
Preparation, posting, and reconciliation of revenue in accordance with ASC 606Interpret complex contracts and Statement of work and be able to create billing rules corresponding to each project.Assist in managing tax filings with external tax consultantsPrepare andor assist with assembling monthly professional services and quarterlyyearly license invoice billing filesProvide prompt responses to questions from business partners and support business with ad-hoc analysis upon requestPrepare monthly balance sheet account reconciliations and investigate variancesImprove the closing processes for a fast-paced, rapidly growing SaaS company.Assist the accounting team in the audit process by external independent auditors.Enhance the control environment around the internal controls for accounting and financial reporting.Use technology to build scalablesustainable processes to create efficiencies and streamline accounting operations.Assist in preparation of full set of GAAP financial statements
Requirements
Minimum of 5 years of relevant experience working in an office environment as a revenue specialist billing and revenue recognition.Proficiency in fair credit practices, accounting principles and collection regulations, preference to those who have billing and revenue experience within software andor fintech industries.Excellent verbal and written communication. Excellent interpersonal skills. Full professional proficiency in writtenspoken English.Strong time management skills, ability to multi-task and perform well under pressure. Ability to adapt to changing priorities and meeting deadlinesExceptional analytical aptitude, detail oriented, and highly organized.Must maintain highest level of confidentiality.Must have the ability to make recommendations to effectively resolve problems or concerns by using judgment that is consistent with company standards, practices, policies, and procedures.Excellent knowledge of MS Office.NetSuite andor Salesforce experience preferredBachelors Degree in Finance or Accounting, or related discipline
EducationCertifications
Bachelors Degree in Finance or Accounting, or related discipline
What We Offer
Health Coverage options along with other voluntary benefitsEnterprise Udemy membership with access to thousands of personal and professional development coursesCompetitive pay and year-end bonus potentialFlexible PTOCharitable Donation matching, along with Volunteer and Voting PTONumerous team building activities to promote collaboration in a fun and fast-paced work environment>> the resume: <<ProfileLogical Data Analyst, skilled in eliciting and documenting data projects, requirement analysis, database management and generating insight through analytic and predictive data modelling. Self-directed and proactive professional with 5 years working with technology team using either Agile or Hybrid SDLC methodology. Natural problem-solver possessing and strong cross-functional understanding of information technology and business processes.
SkillsData Integrity ValidationCompatibility TestingStatistics and SQLDatabase Programming and SQLData AnalysisAnalytical Problem SolvingReporting ToolsData QualityClear and Concise CommunicationQuery ToolsStakeholder CommunicationBusiness RequirementsBusiness AnalysisSequence DiagramsData Visualization and PresentationsData MiningAttention to DetailRequirements DefinitionDatabase BuildingBI Tool and System DesignSpreadsheet Development
Experience07/2021toCurrentData AnalystIncloudcounsel|Chicago,IL,Undertaking analytical projects in collaboration with business areas across CEBA small business loan repayment division. This will include scoping, planning, and leading colleagues to deliver data products to agreed specifications and timelines.Charged with providing reports and dashboards to leadership team regarding metrics such as: numbers of inbound calls, duration of calls and many more using Excel, SQL, Power BI dashboard.Developed different visualization and reported results of data analysis to internal clients and senior managers and maintain regular reporting/visualizations.Developed and maintained data assets, including basic data modelling, development of business rules to support data quality and integrity, and integration with analysis and visualization tools.Worked with the team to analyzed the reason behind customer redialing the customer center.Analysis report showed that lengthy wait time was the primary trigger to redialing. Also the analysis showed that the center received more calls on Thursdays and Fridays compared to other days of the week.The insight resulted in the project team reshuffling the reps and placing more of them on days with more calls. This therefore, dropped customer wait time by 20% after 3 months post implementation.Also generated monthly reports that monitored the repayment of the principal loan and conducted indebt analysis on the segments.This result allowed the organization to understand the propensity of defaults. Its showed that applicant companies that were open less than 2 years before taking the loan were more likely to defaults.The insight lead the team to allocate reps that will educate this applicants. This thereby lead to an increase the down payments by 15% in 3 months.Worked with internal teams to understand other business needs and recommended metrics and models based on observed trends.Tools Used: Azure DevOps, MS SQL, Power BI, Microsoft MS Excel, Outlook, PowerPoints, MS Word.04/2020to06/2021Reporting AnalystCarefirst|Reston,VA,Worked on the CEBA loan acquisition team, that was created to respond to the Covid-19 government loan application for small to medium business.Researched and analyzed data on metrics such as: total number of applications, approved versus pending..Managed and undertook a wide range of applied qualitative, quantitative statistical, data research and analysis projects; including research, preparation and organization of information or resources as required to meet deadlines.Provides sound technical presentation to stakeholders on the interpretation of findings and key drivers.Researched and prepared recommendations, briefings, correspondence, reports, presentations and policy papers which are logical and concise for the consideration of the management team.Created daily reports for the management team showing the amounts of people that applied for the loan and how many of them were approved versus declined.The insight generated from one of my reports showed 78% of the loan declined were due to applicant not providing the right documents to support their applications.Engaged and liaised with internal stakeholders in the development and implementation of a documentation repository so that reps could easily search for FAQ and respond accurately to the clients. This response therefore resulted in 30% increase in approval rate within 2 months of implementation.Spent 80% of my time analyzing data using SQL, building data model, and creating reports/ dashboards on Power BI. I also allocated 20% of my time collaborating with the business to understand reporting needs, gathered requirements and feedbacks.Tools Used: Azure DevOps, MS SQL, Power BI, Microsoft MS Excel, Outlook, PowerPoints, MS Word.05/2019to04/2020HR Data AnalystTotal System Services, Inc.|KS,State,Was charged with providing insight to improve recruitment, retaining and compensation allowance of employees.Conducted analytical research regarding employee tenure verses performance analysis.Conducted comprehensive analysis of compensation and provided insight to the executive team.Insight generated from analysis lead to an improved process in retaining and compensation; where we realized that higher performing employees are short tenure compared to lower performing employees.The insight lead the company to revise the compensation process which had a residual payments that will graduate with tenure. This new process thereby lead to a reduces turnover rate by 20% in the first 6 months.Extracted and analyzed a variety of HR data using analytical tools such as Excel, SQL and Tableau to create monthly business intelligent reports which was presented to senior managers.Managed all aspect of employees journey from recruitments to organizational departure. Owned the reports and track all phase to ensure an healthy HR KPI and also, provided regular insight to the HR management.Cleaned up data and maintained data accuracy to ensure the integrity of HR data.Interacted with non-technical stakeholders to deliver analyses and answer questions on deliverables, also provided supporting information to substantiate research findings.05/2018to05/2019Product OwnerLeidos Holdings Inc.|Orlando,FL,Worked as the Subject Matter Expert and Data Analyst in this data migration project.Establish and maintain product backlog to better achieve Business strategic goals and objectives based on Business stakeholders’ prioritization and needs.Ensuring backlog is visible to all. Establish start and completion dates for each initiative while providing monitoring, controlling the progress update to Project/initiative sponsor, stakeholders, and management.Participate in project management activities (e.g., Scrums) and apply project management methodology where applicable (e.g. High level scope/requirements in Project Charter, BRD – Business Requirements documentation, Requirements Traceability documentation, Test planning and test cases) and obtain signoff.Lead various stakeholders on requirements (functional and non-functional) gathering and refinement, including detailed requirements solicitation and documentation.Responsible for bridging the gap between IT and the business to conduct analysis and solutions to meet business objectives; this could include technical solutions, business processes, data etc.Perform analysis of functional and non-functional requirements to identify information; database content, structure, application subsystems, procedures, process, and current and future process maps.Articulate solution ideas but also balance them against what’s technologically feasible and functionally reasonable.Maintain a proactive relation with internal and external stakeholders, engage with business leaders and users to understand how data-driven changes to process, products, services, software, and hardware can improve efficiencies and add value.Identify and describe product features to build a shared understanding of the problem and solution with the product development team.Provide clarification to development team on product features.Move functionality and deliverables between releases as required.Performed QA testing at the time of Quality assurance; developed over 50 test cases and ensured that all test cases were Okayed before deployment.Ensured that all 20 reports that had to be migrated from the Legacy software, were properly migrated to the new Success Factor software. Making sure that all logics were accurately replicated in the Success factor software.Establish test entrance and exit criteria for the QA and BAT testing with support from Developers.Playing the dual role of both the Product Owner and the Data Analyst on this project allowed me to achieve zero defects by the time of project deployments, due to the fact that i was constantly pointing out defect and ensuring that the defects were all addressed before the product was deployed.
Education and TrainingExpected in05/2018totoPost Degree Certificate|Human Resource ManagementUniversity Of Leicester,East Leicester, NS,GPA:Expected in02/2017totoCertification in Business Data Analysis Training Course|Information TechnologyTopron Consulting,Mississauga, ON,GPA:Expected in05/2015totoBachelor of Science|PsychologyUniversity of Toronto,Toronto,ONGPA:>>. The result is, No Fit

Fit assessment: No Fit