Teams at fundcraft

Supports the Risk & Compliance team by collecting fund data, checking completeness and accuracy, preparing reports, and transmitting reporting to third parties. The role includes identifying missing information, escalating issues, monitoring activity through dashboards, coordinating deadlines, and partnering with technology teams to improve automation. Training is provided on data collection, report compilation, review, and transmission processes.

Owns business planning, budgeting, forecasting, management reporting, profitability analysis, KPI development, capital expenditure tracking, and financial modeling across a multi-entity group. The role partners with the CFO and business stakeholders, supports board and investor reporting, contributes to month-end close and audits, maintains finance systems, and provides commercial insights for strategic decisions. Responsibilities include multi-year planning, unit economics, revenue analysis, transfer pricing support, and process documentation.

Manage long-term relationships with a portfolio of clients, serving as the primary contact for support, onboarding, migration, training, and service delivery. Coordinate client requests across fund administration departments, monitor response timelines, resolve escalations, improve communication workflows, identify data structure gaps, automate repetitive processes, assess delivery risks, and advocate for product enhancements based on client feedback.