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

Director of Business Systems – Automation

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

full-time

Posted on:

Location Type: Remote

Location: ConnecticutIowaUnited States

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Salary

💰 $130,000 - $160,000 per year

Job Level

Tech Stack

About the role

  • 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.

Requirements

  • Bachelor’s degree in Computer Science, Business Information Systems, Information Technology, Business Management, or a related field required.
  • 8–10+ years of progressively responsible experience in business systems, applications management, business process design, automation, analytics, or a related field, including hands-on systems ownership and execution.
  • Proven experience evaluating, implementing, and optimizing financial software and enterprise business systems.
  • Demonstrated experience designing, building, and supporting cross-system workflows and integrations, including finance-adjacent data and platforms.
  • Experience providing hands-on data analysis support, including designing, building, and maintaining dashboards and reports.
  • Experience in a professional services environment preferred, with an understanding of utilization, project delivery, and client-facing workflows.
  • ClickUp experience strongly preferred, including administration, workflow design, templates, and automation.
  • CITP or similar certifications desired, but not required.
  • Strong strategic thinking and problem-solving abilities, with a demonstrated ability to align business systems and related processes with organizational goals.
  • Excellent communication skills, both written and verbal, with the ability to influence and collaborate effectively with stakeholders at all levels.
Benefits
  • Remote work environment, earned flexibility
  • Comprehensive benefits including health and dental insurance
  • Flexible vacation and a end of year company close
  • 401k match
  • Fun, friendly, and collaborative culture that thrives on individual and team accountability

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
business systems managementapplications managementbusiness process designautomationdata analysissystem configurationsystem testingsystem deploymentfinancial software optimizationcross-system workflows
Soft skills
strategic thinkingproblem-solvingcommunicationcollaborationleadershiptrainingtroubleshootingchange managementcontinuous improvementrelationship management
Certifications
CITP