, Addepar, BlackDiamond, or similar platforms). Preferred Qualifications CPA designation or progress toward certification...
measured and evaluated Other Additive Skills: Knowledge of Addepar Power user of Excel;familiarity with SQL Strong grasp...
, communication, and presentation skills Experience with Practifi (Salesforce) and Addepar is a plus.. Reporting Structure...
improvements where gaps exist. Operating and maintaining core business systems such as Addepar (a data aggregation and reporting... improvement orientation. Problem-solving mindset. Experience with Practifi (Salesforce) and Addepar is a plus....
enhancements Knowledge of GIPS and experience with Addepar Relevant industry experience Personal attributes that support...
Intacct, Addepar, or SEI Archway). Mastery of Microsoft Excel (Pivot tables, VLOOKUPs, and complex financial modeling...
the health and accuracy of Ascent’s reporting ecosystem — primarily across Tableau, Addepar, and Salesforce. This role... analyst will also support Addepar data maintenance and provide routine Salesforce reporting, helping ensure stakeholders...
and general ledger in Sage accounting system Maintain accurate investment accounting in Addepar, including position... certification or active pursuit thereof Expert proficiency in Sage accounting software Experience with Addepar or similar...
accounts Experience with or knowledge of Addepar Detail orientated with superior organizational skills and ability...
accounting workflows across QBO, Addepar, eMoney, and BILL, ensuring data accuracy and system alignment across all entities... in QBO, Addepar, BILL, and eMoney is strongly preferred. Solid understanding of trust, LLC, and partnership structures...