Anderson Business Advisors

Vice President

• Own the operational performance of the US technology ecosystem, including Salesforce, client-facing platforms, core business applications, and workplace collaboration technologies.
• Ensure systems are stable, scalable, secure, and aligned with business operations and customer needs.
• Oversee platform administration, system enhancements, integrations, and vendor-supported development initiatives.
• Drive operational stability by reducing incidents, minimizing disruption, and improving technology usability across the organization.
• Establish and reinforce structured change management and release practices.
• Partner with executive leadership and global technology teams to ensure platforms support evolving business strategies and customer experience goals.
• Ensure reliable reporting, data consistency, and operational visibility across systems and platforms.
• Manage relationships with technology vendors, implementation partners, and service providers.

Vice President, Technology

Bookkeeper

• Oversee the Bookkeeping Manager, Tax Manager, Tax Advising Manager, while collaborating closely with the leader of International operations to ensure consistent operational execution.
• Ensure alignment with standardized workflows, quality expectations, and service delivery processes across all regions.
• Provide oversight of external service delivery partners, ensuring they meet operational performance, quality standards, and contractual obligations.
• Partner with the leader of International operations to coordinate workload distribution, performance governance, and operational maturity.
• Own KPI governance for Bookkeeping and Tax operations.
• Establish, track, and communicate performance goals and accountability standards across internal teams and vendors.
• Lead regular performance reviews across US, International, and external vendor teams.
• Collaborate with Tax Advising, Product, and Service teams to resolve complex, client-impacting challenges and improve overall service delivery execution.
• Lead workforce planning, hiring forecasts, and resource allocation.
• Drive continuous improvement through workflow redesign, automation, process standardization, and elimination of operational inefficiencies.
• Align operations with product strategy, client experience design and priorities.
• Provide data-driven operational insights to support product decisions and experience improvements.

Senior Director – Bookkeeping, Tax Operations

Salesforce Analyst

• Work directly with Salesforce users across departments to understand workflows, pain points, and objectives
• Ask probing questions to uncover root problems, not just requested features
• Challenge unclear, conflicting, or solution-biased requests and reframe them into clear problem statements
• Translate user needs into well-structured Epics, user stories, acceptance criteria, and definitions of done
• Ensure requirements are complete, testable, and aligned with Salesforce platform capabilities and constraints
• Own assigned Salesforce initiatives from intake through launch
• Plan timelines, milestones, dependencies, and delivery checkpoints
• Own ambiguous, cross-functional Salesforce initiatives and mentor less-experienced analysts through example and feedback.

Vice President, Technology

Senior Director – Bookkeeping, Tax Operations

Business Analyst – Salesforce