Syed Rizvi
New York,US
Summary
Results-oriented application manager with 9 years of experience in implementing and optimizing enterprise-level applications. Proven track record of leading cross-functional teams, driving system enhancements, and spearheading process improvements to achieve measurable results. Expertise encompasses the full lifecycle of platform delivery, with roles as a product owner, technical lead, and business analyst, effectively supporting private equity and real estate clients. Committed to leveraging technical acumen and strategic insight to deliver innovative solutions that align with organizational goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Consultant - Manager
RSM
01.2025 - Current
- Implemented end to end Yardi Suite software (Investment Accounting, Investment Manager, Debt Manager, Fixed Asset, Voyager 8)
- Onboarded open-ended and closed-ended PE and real estate funds onto Yardi software.
- Developed custom reporting and usage optimization within Yardi software and other related business applications.
- Assist in developing integrations between RSM technology platforms.
- Assist Fund Admin sales processes including RFP/RFI responses, price new business deals, propose client schedules.
- Deliver advisory services related to client technology stack and related opportunities for improvement.
- Review private equity and real estate client's operating agreements and other materials to ensure data migration, tech design, tool/templates and other pertinent items are implemented accurately and timely.
- Support all aspects of client engagements including capital calls, distributions, wires/cash management, quarterly and year-end reporting.
- Support fund level operating activities subsequent closes, management fee calculations and other relevant topics in YARDI software.
- Assist with testing and implementation of initiatives to improve and streamline fund accounting functions.
- Demonstrated strong technical skills surrounding data flow, data validation and data reporting.
- Created AI solutions for real estate and fund admin pain points using Yardi and Boomi.
Senior Enterprise Application Manager
EisnerAmper
08.2024 - 12.2024
- Led technical upgrade projects for clients by working and coordinating with consultants and developers for integrations.
- Coordinated support responses to user issues, verifying closure of concerns and correction of deficiencies.
- Monitored overall system health using existing tools, responding to deficiencies and helping build, test and maintain new systems.
- Researched and recommended new technologies and strategies for improving system performance.
- Performed system audits and presented findings in clear, concise, and thorough technical reports.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
Enterprise Applications Manager
EisnerAmper
03.2022 - 08.2024
- Subject Matter Expert in Accounting Software (Yardi)- Investment Management (Fund Accounting), Commercial Property Management, and BI Module, Fixed Asset, Investor Portal, Debt Management.
- Manage user inquiries by triaging and responding to users requests with best practices and efficient solutions
- On boarding new clients onto the platform, help drive on boarding activities across all fund accountant teams
- Manage team of three junior business analysts to help with user support and fund implementations
- Manage team productivity and growth & development at firm
- Help design automated efficiencies using Alteryx and Yardi software
- Worked as product owner of application- assisted with system design and system maintenance.
- Worked as project manager to help with fund implementation projects from inception through delivery
- Communicate business processes and updates effectively across project stakeholders, including accounting teams, application developers, vendors, clients, and partners
- Assisted with application audit and ensured firm met SOC Audit requirements
Business System Analyst
Greystar
04.2021 - 09.2021
- Led onboarding of new international clients onto Yardi accounting software.
- Led training on software utilization to new clients.
- Troubleshoot API feed issues between Yardi and Entrata software via ETL tools & JSON.
- Revamped existing system to improve functionality or re purpose for new requirements.
- Prepared and presented technical proposals for clients.
- Assessed business requirements to create focused solutions.
Lead Application Analyst
Bank of New York Mellon
03.2019 - 03.2021
- Became lead point of contact for investor service and accounting users- SME Yardi Software.
- Assisted in troubleshooting various Yardi software issues
- Worked with Yardi on all integrations, deployment and issues all the way through to resolution
- Led various projects- upgrading clients to new Yardi version, implementation of new ancillary products, worked on new setups of funds and properties
- Managed two junior analysts on the support team - ensure productivity met firm's policies.
- Trained staff on proper use of systems and conducted orientation seminars.
- Created manuals and published guidelines for proper use of systems.
Technical Account Manager
Yardi Systems
12.2016 - 03.2019
- Implemented the Yardi suite of software products (specializing in Investment Management Module and Core modules) by assisting clients with system implementation, training, and technical support
- Researched, analyzed and resolved software issues using SQL processes
- Supported software product customization based on client requirements
- Performed data mapping and assisted with conversion projects based on client requirements
- Displayed ability to learn new functionality in software- SQL, Waterfalls, Custom SQL reports
- Met with clients to determine ideal approach for software implementation to fit business needs
- Developed and wrote technical documentation on Yardi software.
Education
Master of Science - Data Science
Boston University
Boston, Massachusetts, MA12-2027
Bachelors of Science - Finance
SUNY College At Old Westbury
New York05-2016
Skills
- Microsoft Suite
- Jira
- Technical analysis
- Process improvement
- JIRA software
- SQL and databases
- Python
- Data validation
- Accounting software
- Fund accounting/Real Estate
- Financial systems analysis
- Boomi
- Business presentation
- Assessments
- Data analytics
- Process optimization
- Stakeholder engagement
- Machine learning
- API integration
- Application support
Certification
Artificial Intelligence in Real Estate - Columbia University 11/2025
Timeline
Financial Consultant - Manager
RSM
01.2025 - Current
Senior Enterprise Application Manager
EisnerAmper
08.2024 - 12.2024
Enterprise Applications Manager
EisnerAmper
03.2022 - 08.2024
Business System Analyst
Greystar
04.2021 - 09.2021
Lead Application Analyst
Bank of New York Mellon
03.2019 - 03.2021
Technical Account Manager
Yardi Systems
12.2016 - 03.2019
Master of Science - Data Science
Boston University
Bachelors of Science - Finance
SUNY College At Old Westbury