CPA Solutions Architect

Job Summary

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

Key Responsibilities

• Lead technical discovery calls and perform deep dives into prospects' data hygiene and accounting complexities
• Design tailored onboarding plans and conduct gap analysis to ensure alignment between client requirements and standard operating procedures
• Oversee the transition from sales to onboarding, ensuring clear requirements and timelines for successful client implementation

Required Qualifications

• Active CPA or background in Fund Accounting; 7+ years of fund accounting experience preferred
• Deep experience with Fund Administration technology stacks
• Ability to translate vague client requests into precise technical requirements
• Focus on practical solutions that work in production environments
• Experience in audit or tax firms is a plus