CPA Solutions Architect

Job Summary

A company is looking for a Solutions Architect, Fund Administration.

Key Responsibilities

• Lead technical discovery calls and perform in-depth analysis of prospect data and accounting requirements
• Design tailored onboarding plans and ensure smooth transitions from sales to onboarding teams
• Collaborate with sales and product teams to define technical scopes of work and oversee implementation during the client lifecycle

Required Qualifications

• Active CPA or significant background in fund accounting, with 7+ years of experience preferred
• Experience with fund administration technology stacks and data management
• Ability to translate vague client requests into precise technical requirements
• Focus on practical solutions that work in production environments
• Audit or tax firm experience is a plus