Company Description

Welcome to HIGHVERN. We are an award-winning provider of private wealth, fund and corporate administration services.


Key Accountabilities:

System Management & Support

  • Act as the primary owner of Allvue and CRM, managing configuration, workflows, and user access
  • Maintain data integrity, perform reconciliations, and resolve system-related issues
  • Partner with IT and vendors to implement upgrades, troubleshoot, and optimize system use

Financial Reporting & Analysis

  • Develop, maintain, and enhance Power BI dashboards to support management reporting, investor reporting, and internal KPIs
  • Translate complex financial data into clear, actionable insights

Process Improvement

  • Automate manual processes and improve efficiency through systems
  • Ensure best practice data governance and controls across finance systems
  • Identify gaps and recommend solutions for process and reporting improvements

Stakeholder Engagement

  • Collaborate with finance, operations, compliance, and operational teams to understand reporting needs
  • Train and support users on Allvue and Power BI functionality
  • Serve as the first line of support for system queries


Requirements:

  • Proven experience in a finance systems role, ideally within asset management, fund administration, or financial services
  • Hands-on expertise with CRM and advanced Power BI skills (data modelling, visualization best practices)
  • Strong technical understanding of financial reporting and accounting processes
  • Ability to manage multiple priorities, work under pressure, and meet deadlines
  • Excellent problem-solving skills with attention to detail
  • Strong communication skills to engage with both technical and non-technical stakeholders
  • Experience with other finance systems (e.g., SAP, Oracle NetSuite, or similar) a plus
  • Knowledge of SQL or data integration tools beneficial
  • Proactive, self-starter attitude with a focus on continuous improvement
  • Comfortable in a fast-paced, evolving business environment
  • Bachelor’s degree in Accounting, Finance, or Systems related field