Yardi Investment Consultant

Robert Half Management Resources is looking for an experienced Yardi Investment Consultant to join one of our clients on an interim basis. This short-term assignment is ideal for a hands-on Yardi specialist who can quickly assess deal data, improve configuration accuracy, and strengthen the reliability of investment records. The consultant will play a key role in refining deal setup, validating financial structures, and helping stakeholders gain better confidence in the system's output.

Responsibilities:

• Review existing investment records in Yardi Voyager 7 and correct incomplete, outdated, or inconsistent deal information.
• Configure new investment deals within Investment Manager and Deal Calculator, ensuring assumptions, distribution structures, and financial terms are accurately reflected.
• Analyze operating agreements, contracts, subscription materials, and amendments to translate business terms into precise Yardi setup.
• Investigate calculation issues, data mismatches, and deal-level discrepancies, then implement corrections to improve reporting accuracy.
• Enhance system workflows and automated calculations to reduce manual intervention and support more dependable data management.
• Partner with legal, accounting, and asset management teams to confirm requirements, resolve questions, and align system configuration with deal terms.
• Provide practical guidance on process improvements and prepare concise documentation to support stronger ongoing use of Yardi tools.