Case Study: Investment Outsourcing Solutions for Enhanced Performance

The investment industry demands precision, efficiency, and a deep understanding of complex financial instruments for firms seeking to navigate market fluctuations and deliver alpha (α). Our case study details how our investment client, facing typical sector challenges, strengthened their finance and accounting infrastructure through outsourcing to maintain business continuity, accurate reporting, and timely deadlines, creating a more resilient and scalable operation.

Your Strategic Investment Outsourcing Partner

We partnered with a global alternative investment firm to provide tailored accounting talent solutions designed to address their specific needs. We implemented a comprehensive approach, including:

• Documented Workflows and Cross-Training: We established clear, documented workflows and implemented robust cross-training programs across key accounting functions, including Accounts Receivable, Accounts Payable, Treasury, and Travel and Expense Management. This ensured business continuity and minimized disruptions.

• Concur System Implementation: We expanded the Accounts Payable team by six FTEs and developed a plan to outsource Concur administration, optimizing the utilization of this critical system.

• Accelerated Reporting: Through streamlined procedures, we doubled process accuracy and reduced handling time by 2X, resulting in faster, more reliable reporting, crucial for timely financial analysis and performance reporting.

• Process Analysis: We delivered accurate task completion and handling time reports, enhancing process transparency and providing valuable insights for continuous improvement, enabling better cost control and resource allocation.

The Partnership with Personiv Yielded Significant Benefits for Our Client

Improved Efficiency: Streamlined workflows and cross-training led to greater efficiency and productivity across accounting functions.

Enhanced Accuracy: Process improvements and optimized system utilization resulted in increased accuracy and reduced errors, minimizing the risk of financial misstatements.

Strategic Focus: By taking on operational tasks, Personiv freed up internal resources, allowing the client to focus on strategic initiatives and core investment activities, such as deal sourcing and due diligence.

Scalability: The implemented solutions provided a scalable framework to support future growth and evolving needs, accommodating increases in assets under management (AUM).

Unlocking Your Potential in the Investment Sector Through Outsourcing

This case study highlights the value Personiv can bring to investment firms facing similar challenges. Our comprehensive suite of accounting talent solutions, including:

• Direct Placement: We connect you with highly qualified accounting professionals for permanent roles, specializing in areas like fund accounting, regulatory reporting, and financial planning & analysis (FP&A).

• Temporary Staffing: We provide flexible staffing solutions to address short-term needs and project requirements, such as support during peak reporting seasons or for special projects like fund launches.

• Project-Based Solutions: We assemble specialized teams to manage specific accounting projects, from system implementations to regulatory reporting, including compliance with SEC regulations.

• Managed Services: We offer comprehensive managed services for various accounting functions, allowing you to outsource non-core activities and focus on your core business, optimizing your back-office operations.

Contact Us Today

Partner with Personiv to optimize your accounting operations and gain a competitive edge in the investment industry. Contact us today to discuss your specific needs and learn how we can help you achieve your business objectives.

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