Sr. Technical Systems Analyst

The Sr. Technical Systems Analyst serves as a technical subject matter expert supporting the enterprise AMS, NetForum. This focus includes support for NetForum AMS, related integrations, authentication services, Workato iPaas and other downstream SaaS platforms. This position requires strong technical skills including SQL development, scripting, troubleshooting, API integrations and reporting, along with the ability to support business users, testing activities and cross-system issue resolution. This role directly supports resolving business applications tickets and recommends suggestions to drive continuous improvements of business-critical systems and related data flows. Experience with NetForum, Workato or other Integration Platform as a Service (iPaaS) solutions and enterprise SaaS applications is highly desirable.

Essential Functions:

• Provides day-to-day support for business applications, including investigation, troubleshooting, resolution, and escalation of application support tickets and production issues.
• Analyzes, troubleshoots, and resolves advanced application, integration, authentication, and data issues across multiple platforms, vendors, and environments.
• Supports, maintains, and troubleshoots integrations between primary AMS platform (NetForum) and other internal and external systems utilizing Workato iPaaS, APIs, web services, and other modern integration technologies and protocols.
• Develops and maintains SQL queries, database scripts, stored procedures, reports, and other technical solutions to support project deliverables and other operational, analytical, and troubleshooting needs.
• Supports and troubleshoots authentication solutions using Auth0 Single Sign-On (SSO).
• Proactively identifies opportunities for system and process improvement, and recommends technical solutions to enhance the reliability, efficiency, and scalability of business-critical systems.
• Partners with business users to understand requirements, identify root causes of issues, and recommend technical solutions and process improvements.
• Collaborates with internal teams and third-party vendors to investigate incidents and software bugs, coordinate issue resolution, and recommend system enhancements.
• Assists with the development of test plans, test cases, and testing strategies for enhancements, upgrades, and integrations.
• Supports unit testing, system testing, integration testing, and User Acceptance Testing (UAT) activities for NetForum and related business applications, across multiple projects.
• Validates system enhancements and defect fixes to ensure solutions meet business requirements and do not negatively impact existing functionality.
• Supports application configuration, deployment, release management, and post-production validation activities for AMS.
• Maintains technical documentation including system configurations, integration specifications, support procedures, data mappings, and troubleshooting guides.
• Provides technical guidance and support to business users regarding application functionality, reporting, data issues, and system capabilities.
• Supports change management processes and ensures adherence to organizational standards, security requirements, and best practices.
• Performs configuration of AMS and assists staff in changes to and testing of AMS configuration.

Background/Skills/Abilities Preferred:

• BA/BS required. Major in Information Technology, Computer Science, Information Systems, mathematics, statistics, accounting, or other degree emphasizing business analysis, technology or quantitative problem-solving preferred
• 7+ years’ experience with Microsoft SQL Server writing SQL queries, stored procedures, and other scripts for analysis, reporting, troubleshooting and data validation
• Experience supporting or troubleshooting APIs, or other integration technologies, e.g., iPaaS (Workato preferred)
• Experience with Association Management System (AMS) (NetForum preferred) and/or Customer Relationship Management (CRM) (Salesforce preferred)
• Familiarity with application integrations, enterprise architecture concepts, and data flows across interconnected business systems.
• Excellent critical thinking, with a proactive approach to identifying issues and presenting solutions and options
• Ability to manage multiple priorities, adapt to changing business needs and meet deadlines in a fast-paced environment
• Ability to work independently and collaboratively with cross-functional teams
• Excellent interpersonal and communication skills (both verbal and written)
• Must be available for system maintenance, system outages or emergencies outside of business hours

About CFP Board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification - widely recognized by the public, advisors and firms as the standard for financial planners - so that the public has access to the benefits of competent and ethical financial planning.

CFP® certification is held by nearly 110,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.