Business System Specialist - Yardi

We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted on our career website.

Role Overview:

This role is responsible for end-to-end client onboarding, system configuration, and operational support within TMF’s Yardi ecosystem. The candidate will act as the primary liaison between clients and internal teams, ensuring accurate setup, data migration, validation, and reporting for fund structures. The role requires strong Yardi knowledge, analytical skills, cross-functional coordination, and the ability to deliver high-quality solutions in a fast-paced environment.

Key Responsibilities:

• Respond to and resolve complex support tickets related to Yardi software.
• Act as the liaison between client teams and internal Accounting/Operations to onboard clients onto TMF’s technology systems.
• Document the complete Yardi setup, fund configuration details, and operational workflows.
• Analyse, design, configure, and test fund structures in Yardi, including static data, financial data, and custom reporting requirements.
• Assist with Chart of Accounts (COA) mapping and support accounting/financial data migration between internal, client, and third-party systems.
• Coordinate with relevant functional teams to ensure workflows meet client needs and regulatory requirements.
• Work closely with internal and external stakeholders to ensure all necessary data is captured for reporting and calculation models.
• Perform data testing, reconciliation, and validation for onboarded or migrated funds.
• Assist in creating specifications for custom reports, participate in testing cycles, and support integration setup.
• Provide Yardi support and best-practice guidance to Accounting teams.
• Contribute to discussions on operational processes, workflow efficiencies, and best practice frameworks.
• Participate in ongoing process improvement and system enhancement initiatives.
• Conduct project handover calls with Fund Accounting teams, explaining setup documentation, static data, financial data, and resolving queries.
• Drive enhancements, process improvements, and optimization across Yardi systems.

Qualifications & Skills:

Education

• Bachelor’s or master’s degree in finance, Information Systems, Accounting, Business, or a related field.
• Professional qualifications preferred (e.g., CA, CPA, ACCA, CFA, or relevant IT certifications).

Experience:

• 10+ years of experience working with Yardi systems, fund administration, or financial system implementations.
• Strong understanding of fund structures, accounting principles, and data migration processes.

Technical Skills:

• Hands-on experience with Yardi Voyager, system setup, static data configuration, and custom reporting.
• Strong skills in financial data migration, COA mapping, and cross-system reconciliation.
• Experience with creating and testing custom financial reports and Yardi integrations.
• Familiarity with ETL processes, data validation, and system testing methodologies.
• Understanding of operational and regulatory requirements for fund administration.

Soft Skills:

• Strong analytical and problem-solving skills.
• Excellent communication and leadership abilities.
• Proven people management skills, including team development and conflict resolution.
• Ability to manage deadlines and multiple priorities.