Investor Services Controller: Onboarding & Data Integrity
Bell & Associates, Inc.
Bell & Associates, Inc. is seeking an Assistant Controller in Atlanta, GA to support Investor Services. This role is responsible for reviewing investor onboarding, ensuring data integrity, and managing CRM systems. The ideal candidate will have 5-10 years of experience in investor services, a strong understanding of private equity fund structures, and attention to detail. Responsibilities include managing investor documentation, partnering with multiple departments, and supporting audit compliance processes. This position is essential for maintaining accurate investor records and documentation. #J-18808-Ljbffr Bell & Associates, Inc.
$146.7k - $335.1k
...team is growing exponentially, and as a Controller you will play a critical role in supporting the execution of Integrated Finance Managed Services (IFMS) engagements, with a focus on... ...workflows, partnering with technology and data teams to operationalize at scale. Assist...DataContract workWork experience placementInterim roleSummer holidayWork at officeLocal areaFlexible hoursShift work- ...Investor Relations Analyst, Client Service & Product Solutions Atlanta, GA Opportunity... ...responsibility for maintaining data accuracy across client... ...initiatives such as the integration of AI into existing... ...ensure accuracy, version control and team-wide adoption....Data
$120k - $140k
...us: A top national professional services firm that delivers assurance, tax,... ...Designing and monitoring internal controls to safeguard financial integrity Delivering complete and accurate... ...varies for text messages. Message and data rates may apply. Carriers are not...DataLocal areaRemote work$146.7k - $335.1k
...Role Overview The Transition/Onboarding Lead will play a critical role... ...and escalation to ensure a controlled onboarding experience. Own onboarding... ..., operating practices, data migration, knowledge transfer... ...smooth onboarding of client services into steady‑state operations....Data- ...delivers a broad range of services that combine design,... ...Position Summary The Controller will serve as a key... ...reporting. Ensure the integrity of financial statements... ...improvement. Recruit and onboard high‑performing talent... ...teams. Analytical, data‑driven, and focused on...Data
- ...to provide exceptional service to our clients and... ...of entrepreneurship, integrity, accountability, and our... ...Job Summary: The FWM Controller applies the principles... ...and analyzing financial data Provide department leaders... ...but not limited to onboarding, training, offboarding...DataWork experience placementWork at office
- ...focused Vice President, Investor Relations &... ...activities, investor onboarding, reporting,... ...recordkeeping, and data management processes... ...ensuring exceptional service standards.... ...operational processes, controls, and systems to improve... ...to ensure data integrity and reporting accuracy...DataWork at office
- ...As a Product Director in Data Platform, you lead... ...through robust APIs, self‑service tools, and managed services... ...APIs, data pipelines, and integration patterns to enable seamless onboarding, ingestion, and... ...privacy, and regulatory controls, with audit‑ready documentation...Data
- ...Problem Management, Continual Service Improvement, and Service... ...ITSM modules/tools and using data-driven insights to monitor performance... ...Management. Familiarity with integrating the ServiceNow platform... ...Leadership Lead and mentor Service Onboarding (Project Management team...DataWork experience placement
- ...Classification Standards The Deputy Controller is responsible for the day‑to... ...system upgrades and integrations (e.g., Oracle ERP). Lead, coach... ...maintain a high‑performing, service‑oriented team. Serve as acting... ...interpret complex financial data and present findings clearly...DataFull timeWork at office
$150k - $175k
Controller Reports To: Chief Financial Officer (CFO) Location: Atlanta... ...cash flow, analyze financial data, and play a key role in... ...functions as an accounting shared services team handling most... ...accurate reserves. Inventory Integrity: Own inventory-to‑GL reconciliations...DataFull timeWork at officeLocal area- ...accounting, advisory and wealth management services. We are headquartered in Atlanta with... ...receivables. Reconcile FACTS and Raiser’s Edge data with QBS monthly. Prepare and process... ...) for maximum efficiency. High level of integrity and attention to detail in handling...DataContract workPart timeInterim roleWork at office
- ...seeking on behalf of our client a Controller based in Atlanta, GA. A... ...experience in mission‑driven or service‑based organizations. Strong background... ...ability to explain financial data to non‑finance teams. High attention to detail, integrity, and collaborative mindset....DataLocal areaShift work
- ...Description We’re Hiring! Controller - Atlanta, Georgia Celebrating... ...to providing personalized service and financial solutions to meet... ...our institution’s values of Integrity , Collaboration, Innovation,... ...examines all financial reports and data closely to check for...DataTemporary workWork at officeLocal areaFlexible hours
- ...The Manager or Director of Investor Success will lead sales efforts... ...Worth contacts, manage and service existing Investors while gathering... ...intentional with our time, integrating the 8fs of our life to... ...applicants can view our California Data Privacy Policy here. #LI-KW...DataLive inRemote work
- Acord is seeking an Investor Relations Analyst in Atlanta, GA, to support operational initiatives across institutional and private wealth... ...The role involves responding to investor inquiries, maintaining data accuracy, and enhancing CRM platforms. The ideal candidate holds...Data
- ...is seeking a driven, hands‑on Controller to help lead our accounting/... ...banking, insurance, financial services, credit unions, healthcare,... ...statements Oversee general ledger integrity, reconciliations, and journal... .... You translate financial data into plain language that...DataPermanent employmentWork at officeFlexible hours2 days per week
- ...initiatives, conducting audits, analyzing data, and collaborating with cross-functional... ...education, public health, or related human service fields required (early childhood and/or... ...efforts; guides others with encouragement and integrity while upholding a spirit of collaboration...DataWork at officeMonday to Friday
- ...top 10 national professional services firm where our purpose is to... ...CLA is currently seeking an Investor Services Manager to join our... ...practices and procedures for onboarding of clients and client deliverables... ...and develop appropriate controls to mitigate risk issues Identify...Work at officeFlexible hours
- ...Quality & Safety Coordinator serves as an independent control function responsible for ensuring the accuracy, integrity, and audit-readiness of all quality, safety, and... ...systems, verifying that documentation, ERP data, RMA activities, and safety practices meet the company...Data
- ...and other managers within the service areas (SA). Performs complex, specialized air traffic control assignments. Applies experience... ..., including functionally integrated teams of operational and support... ...on projects and requests for data analysis or data collection and...Data
- ...Senior Manager, Product Management - Data Integrations (Platform) Location: Hybrid - New York... ...that power advanced audience onboarding/activation and measurement workflows with... ...where delivery may require governance controls and privacy-safe approaches (e.g., clean...DataWork experience placementRemote work
- ...Local Now is a free, ad-supported streaming service delivering local news, weather, sports,... ...backend services and content-management integration for the Local Now streaming platform.... ...power every client app, and the privacy-and-data architecture that ensures we are good...DataLocal area
- ...development, leadership more! Description As a Research Informatics Data and Integration Engineer IV at Emory Healthcare, you will expertly design,... ...HIPAA, 21 CFR Part 11). Hands‑on experience with cloud data services (AWS, Azure, GCP) and infrastructure automation. MINIMUM...Data
- IT Operations & Service Management (ITSM) OR Data Integration, MDM & Technical Team Leadership Location: Atlanta, NJ MAJOR ACCOUNTABILITIES Lead the implementation, and maintenance of scalable and robust analytics platforms. Manage IT service operations to ensure high...Data
$21 - $22 per hour
...work remote from home! The Service Release and Acquisition Specialist... ...transfers. Ensures data provided to new Servicer is complete... ...Companies, which provide integrated, full-lifecycle mortgage loan... ...assistance to borrowers and investors, delivering exceptional customer...DataRemote jobWork experience placementLocal areaWork from home$144.94k - $269.17k
Vice President, APS (Integrated Facilities Services) Sales - New Client Acquisition Atlanta, GA, United States and 1 more Job Description Vice President... ...abilities, geographic location, and alignment with market data. You may be eligible to participate in a Company...DataContract workLocal area- ...Controller – Restaurant Group Overview A fast-growing, people-first restaurant group... ...financial reporting, and general ledger integrity Prepare and deliver accurate, timely... ...multiple locations Translate financial data into actionable insights for field leaders...Data
- ...Investor Relations Senior Analyst The Investor Relations Senior... ...on-going dialogue, investor data packages, SEC Filings, merger... ...and develops potential IR cost control and streamlining process solutions... ...Strong work ethic, integrity and dedication to results...Data
- aiLegal Controller & Operations Director, Immigration Legal Services - Atlanta, GA (Full Time) The Operations Director will lead and optimize the firm’s operational... ...laws Work with leadership on training, onboarding, and staff engagement initiatives Compliance and...Price workFull timeFor contractorsWork at officeLocal areaRemote work
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