Consultant

WHO ARE WE LOOKING FOR?

Pereview Software is seeking a Consultant, who will play a key part in operations by facilitating software implementations while teamed with a Project Manager and Senior Consultant. You’ll be actively engaged with improving the lives of our real estate and financial services clientele while achieving a common baseline of standardized data formats for efficient uploading to the Pereview Software application. This role will be hands on with the software implementation while taking on and expediting tasks associated with the set-up and configuration of the software platform, as well as completing other workstream tasks associated with the implementation. You will be the right-hand team member to the Senior Consultant, and the two of you will lead our clients to success!

Would you describe yourself as:

• Enthusiastic
• Self-starter
• Persuasive
• Motivational
• Fast Paced
• Direct

Before submitting your application for review, we kindly request that you first complete the following survey by clicking on the link provided https://go.cultureindex.com/p/vvFRHjWBoe6q. Your responses will provide valuable insights for us as we evaluate candidates for this role.

Responsibilities:

• Work directly with clients to collect and load operational and financial data into Pereview.
• Configure client Pereview sites for investment structures, dashboards, and formatted reports.
• Collaborate with internal team members on various configuration requirements.
• Utilize project management software to keep track of tasks and timelines.
• Investigate, modify, and prepare excel workbooks from simple to complex.
• Independently perform data validation, reconciliations and troubleshoot errors.
• Document configuration and customization choices with concise notes.

Requirements

• 4+ years of strong data-oriented analytical skills.
• Extensive experience reconciling data using Microsoft Excel features, including formulas.
• Excellent oral and written communication skills with strong inter-personal skills.
• Exhibit self-motivation whether working independently or on a team.
• A strong sense of urgency around solving problems, meeting deadlines, and achieving critical goals.

Preferred Experience

• Bachelor's degree in accounting or computer science.
• Experience in Real Estate including Fund/Asset Management, and Investment Legal Structures.
• Exposure to accounting/ERP platforms (ex. Yardi, MRI, Timberline, SAP, Peoplesoft) and standard financial statements.

WHO WE ARE?

Pereview Software is the fastest growing provider of asset and portfolio management software to the global commercial real estate industry. To that end, multiple times since our inception, we have been recognized by Inc. 500, Dallas 100 as a fastest growing privately held business in the United States and have also been recognized by the Dallas Business Journal as one of the top places to work.

Pereview Software is the only life of the asset solution to the commercial investment management industry supporting both debt and equity investments. We serve clients on a global basis from very small investment management managers to some of the largest global firms in the industry.

Benefits

WHAT’S IN IT FOR YOU?

• Competitive Health, Vision, and Dental benefits to fit your needs.
• Discretionary Time Off – 3 weeks off total.
• Paid Company Holidays.

LOCATION REQUIREMENT

• To be considered for this position, applicants must live in Dallas, TX.
• Hybrid work environment - Ability to work 3 days per week in office.

Before submitting your application for review, we kindly request that you first complete the following survey by clicking on the link provided https://go.cultureindex.com/p/vvFRHjWBoe6q. Your responses will provide valuable insights for us as we evaluate candidates for this role.