A La C.A.R.T.E. CFO Advisory Solutions

Business Operations

• Serve as the strategic owner and hands-on operator of ALC’s business systems.
• Lead by example in ensuring excellence, innovation, efficiency, and sustainability is at the fore of the various systems and related processes used by ALC and our clients.
• Identify business requirements and partner with the President to develop a firmwide systems strategy—while simultaneously executing against that roadmap through hands-on system builds, pilots, enhancements, and iterative improvements.
• Research, evaluate, and implement new technologies and software solutions to support evolving organizational and client needs.
• Provide leadership in the strategy, adoption, and practical application of AI-enabled tools internally and in client-facing solutions.
• Establish and maintain relationships with software vendors (e.g., Intuit, Oracle, Microsoft) and selectively engage technology consulting partners for specialized coding or API work as needed.
• Own ALC’s internal and client-facing business systems end-to-end.
• Personally administer, configure, and optimize platforms including accountant consoles, ClickUp, the Microsoft environment, and client systems such as SAGE, NetSuite, QuickBooks Online, Invoiced, Bill.com, Salesforce, and others.
• Personally lead and execute the design, configuration, testing, and deployment of new systems, owning project planning, timelines, change management, and budgets.
• Execute system upgrades, enhancements, and testing schedules; directly manage permissions, controls, and settings to ensure security, usability, and efficiency.
• Develop SOPs, job aids, and best practices; personally provide training, troubleshooting, and ongoing user support.
• Maintain data integrity, security roles, access controls, and compliance standards; proactively identify and mitigate IT and systems risks.
• Lead continuous improvement initiatives to enhance system performance, reduce costs, and improve team efficiency.

Director of Business Systems – Automation

Human Resources

• Collaborate with clients to understand their unique HR requirements, challenges, and goals.
• Provide expert guidance on a broad range of HR topics, including employee relations, performance management, recruitment, compensation, and benefits.
• Develop tailored HR policies, procedures, and practices aligned with each client's objectives and legal requirements.
• Assist in the implementation and communication of HR policies to ensure understanding and compliance among employees.
• Address employee relations issues, including conflict resolution, disciplinary actions, and grievances.
• Conduct investigations into workplace complaints and provide recommendations for resolution.
• Support clients in recruiting and onboarding processes, including job postings, candidate screening, and interview coordination.
• Advise on strategies for talent retention, career development, and succession planning.
• Develop performance evaluation frameworks and assist in the execution of performance appraisal processes.
• Offer insights and recommendations for enhancing employee performance and engagement.
• Stay up-to-date with federal, state, and local employment laws and regulations.
• Ensure clients' HR practices and policies comply with legal requirements, providing guidance and support in audits and investigations.
• Identify training needs within client organizations and develop customized training programs.
• Facilitate workshops or seminars on HR-related topics to enhance client employees' skills and knowledge.
• Administer employee benefit programs, including health insurance, dental and vision plans, retirement plans, life insurance, disability insurance, and other related benefits.
• Coordinate open enrollment periods, including organizing informational sessions, distributing materials, and assisting employees with plan selections.
• Administer ongoing LOA/FMLA/STD/LTD requests as needed.
• Assess clients' HR technology needs and recommend appropriate systems or tools for efficient HR management.
• Assist in the implementation and optimization of HRIS (Human Resources Information Systems) and other HR software solutions.

Director of Business Systems – Automation

HR Manager – Consultant