Yardi Implementation and Systems Manager

Peachtree Group•Atlanta, GA

About The Position

Peachtree Group is seeking an experienced professional to lead and support the implementation of Yardi Investment Accounting, Investment Manager and Debt Accounting modules for their private equity and private credit platform. This role will be responsible for transitioning Fund Accounting from the current setup of third-party admins using their external accounting systems to Peachtree’s internal Yardi platform in collaboration with an external implementation partner. This would involve handling data migration, creating configurations and mappings, integrating Yardi with other internal systems, writing rollup and cascade rules, and report writing and configurations. Following a 2-year implementation process, the individual will transition into a Yardi Systems Administrator role, responsible for ongoing system governance, user access, workflow management, and reporting. This role will serve as the primary liaison between Accounting, Operations, and IT to ensure the Yardi platform operates efficiently and continues to meet evolving business requirements.

Requirements

Deep expertise in implementing and administering Yardi Investment Accounting and preferably Investment Manager and Debt Accounting modules
Strong understanding of private equity and/or private credit structures and accounting workflows
Proven experience in custom reporting, setting up rollup and cascade rules, establishing integrations with internal and external systems, workflow configurations, and system administration.
Experience with full lifecycle system implementations (requirements, configuration, testing, deployment)
Strong analytical and problem-solving skills with high attention to detail
Ability to translate business needs into system solutions and configurations
Excellent communication skills and ability to collaborate across technical and non-technical teams
Understanding of internal controls, audit processes, and data governance best practices
Bachelor’s degree in Information Systems, Accounting, Finance, or a related field
7–12 years of relevant experience, including hands-on Yardi implementation experience
Demonstrated experience implementing Yardi for private equity and/or private credit firms including setting up custom reporting, rollup and cascade rules, systems integrations and workflow configurations.

Nice To Haves

CPA or other relevant certification is a plus
Experience in using or implementing Anaplan along with Yardi is a significant advantage
Prior experience as Yardi implementation lead, Yardi transition manager, Yardi system administrator, systems analyst, or similar role preferred
Experience in using or implementing Anaplan along with Yardi is a plus

Responsibilities

Lead and support end-to-end implementation of Yardi Investment Accounting, Investment Manager and Debt Accounting modules
Partner with Accounting, Operations, and IT teams to gather and translate business requirements into system configurations in coordination with external implementation partner
Set up entity mappings, org. charts, waterfalls and workflows in Yardi to support fund structures, investment lifecycles, and debt instruments
Oversee data migration, reconciliation, and validation from legacy systems
Design and execute testing strategies (UAT, system integration testing)
Develop system documentation, including configuration details, workflows, and control processes
Train end users and provide go-live and post-go-live support
Serve as the primary Yardi system administrator and subject matter expert
Maintain system configurations, workflows, and business rules
Develop and support standard and custom reports for Accounting and management
Provide ongoing system support, including troubleshooting and issue resolution
Coordinate with internal teams and Yardi support for enhancements, updates, and maintenance