Private Equity Solutions Advisor

4 weeks ago

Canada PayTech, Inc. Full time

SUMMARY: The Private Equity Solutions Advisor leverages expertise in Payroll, Tax, Human Resources, and Benefits administration to facilitate implementation and payroll oversight on private equity projects. This role necessitates the capability to operate independently in a dynamic and uncertain environment. The advisor must adeptly identify client requirements and assess best practices aligned with the strategic objectives of the client. Effective communication across all organizational levels, both internal and external, is essential. This position may involve guiding the work of Consultant-level personnel and requires the ability to evaluate and convey the performance of team members.

KEY RESPONSIBILITIES:

· Support the Private Equity Project Manager with system implementation duties; ensure compliance with budgets, timelines, work plans, and performance standards as outlined by the Project Manager.

· Coordinate and facilitate implementation tasks with vendors to guarantee that requirements are recognized and configured within the system.

· Oversee, plan, and manage payroll-related activities (both pre and post-implementation) in collaboration with clients and vendors to ensure project objectives are met within the established timeframe and budget.

  • Identify and document both interim and long-term payroll processes and procedures, making informed decisions based on expertise with minimal client data.
  • Assist in the creation or revision of client processes and system usage to ensure compliance with regulations.
  • Collaborate with cross-functional teams to identify data needs and implement infrastructure to provide payroll data as required for general ledger, journal entries, etc., supporting ongoing business requirements.
  • Work with third-party benefits providers to establish processes for managing employee and payroll data exchanges (e.g., 401(k)); document procedures for clients as necessary.
  • Engage in data audits, testing, and validation tasks throughout the implementation phase.
  • Enter all employee payroll data, benefits enrollments, 401(k), and other necessary information for accurate payroll processing.
  • Execute full-cycle payroll processing and all related tasks as required by clients.

· Address and escalate critical integration challenges promptly, driving corrective actions to mitigate issues. Ability to comprehend and summarize issues for executive review.

· Provide recommendations for payroll and HR staffing to align with the strategic direction of the private equity firm, as applicable.

· Capable of developing detailed plans, proposals, and presentations to enhance payroll and interdepartmental processes.

· Indirectly oversee the planning and execution of post-merger payroll activities.

· Evaluate complex scenarios, seek collaborative solutions with the Project Manager, and prepare and present recommendations.

· Deliver high-quality written documents to the Private Equity Project Manager for review and conversion into official documents prior to client distribution.

· Maintain productive relationships with PayTech, clients, vendors, and private equity stakeholders.

  • Provide weekly status reports to the Private Equity Project Manager.

· Submit accurate and timely billing documentation.

· Provide accurate and timely expense reports in accordance with the Travel Policy guidelines.

· Occasional travel may be required based on client needs.

REQUIRED QUALIFICATIONS:

Experience in managing teams, staff, or projects is preferred. Demonstrated understanding of payroll best practices is essential. Proficient computer skills, including knowledge of MS Office applications such as Word, Excel, and MS Project; advanced knowledge of various payroll systems is required. Ability to manage multiple tasks and thrive in a fast-paced environment is critical. Exceptional interpersonal skills and superior oral and written communication abilities, including experience interacting with executive-level management, are necessary. Exhibits sound judgment, a proactive attitude, and the ability to navigate ambiguity, making decisions with limited data. Adaptability and the capacity to manage change effectively are essential. Self-motivated with a keen attention to detail. Current FPC Certification or CPP certification is preferred. This role may involve travel, requiring the ability to move/lift materials weighing up to 50 pounds. When not traveling, the position requires the ability to remain stationary for at least 50% of the time.

This job description is subject to change at any time.

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