Teams at Cozen O'Connor

Leads alternative investment reporting and reconciliation for complex private market portfolios. Validates investment data, partnership reports, Schedule K-1s, capital activity, valuations, commitments, and cash flows within Masttro. Oversees account connectivity, automated feeds, wealth maps, data quality, client reporting, and tax-document organization. Provides technical guidance, mentors team members, develops procedures, improves processes, and collaborates with advisors, custodians, fund administrators, technology vendors, clients, and external accountants.

Administer employee leave programs, including FMLA, ADA, PWFA, and state and local leave laws. Process leave requests, evaluate eligibility, approve or deny requests, maintain records, communicate with employees and managers, provide policy training, and monitor regulatory changes. The role requires strong judgment, communication, confidentiality, and customer service skills.

Administers FMLA, ADA, PWFA, and state and local leave programs; processes requests, evaluates eligibility, maintains records, communicates with employees and managers, and provides training. Configures leave systems, validates plans and workflows, performs testing, troubleshoots issues, supports data integrations, and assists with client implementations and technical onboarding.