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IT Analyst

Company: HBK CPAs & Consultants
Location: Erie
Posted on: September 24, 2022

Job Description:

HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Operations and Technology Specialist.Operations and Technology SpecialistThis position will report to the Director of Operations and Technology. The position will assist in the daily configuration, maintenance, and ongoing enhancements of HBKS's CRM, reporting, and other core software applications. The ideal candidate will be well-versed in CRM administration, data modeling, and various programming languages (Jscript, SQL, and other programming languages). This person must have a track record of maintaining and improving applications that support 120+ users. The ideal candidate will be a technically savvy, strategic thinker who stays current on newer technologies and identifies opportunities to improve business processes, optimize client experience, and drive business results.Qualifications:--- Bachelor's degree in Computer Science, Software Engineering, MIS, or related field.---3+ years of experience managing a large relational database, CRM system, and other related business applications, preferably in the financial or related industries.---Strong business analysis and functional experience, including requirements gathering, critical review of requests, development, and deployment of solutions.---Demonstrate a positive 'can do' attitude with the ability to engage staff across a range of different business functions---Strong project management skills.---Experience in database development, ETL tools and processes, web API's, process automation, security configuration, data model creation, reporting and dashboards creation.---Proficient in BI tools and report creation.---Familiarity with SQL database design, CITRIX, and cloud hosting solutions.---Ability to identify issues/opportunities and recommend solutions, ideas, and more efficient approaches.---Detail-oriented with the ability to rapidly learn and take advantage of new concepts, business models and technologies.---Excellent written and verbal communication skills necessary to create simple, engaging, and thorough training.---Motivated self-starter, capable of follow-through on commitments.---Flexible and adaptable with excellent ability to work cross functionally within an organization---Ability to train users and host department training on applications, including troubleshooting application administration/management and conflict resolution---Must be able to analyze and resolve non-routine business issues using independent judgementPrimary Responsibilities:---Serve as the internal CRM champion and a point of contact with external software vendor(s).---Maintain and enhance visual layout, workflow rules and business logic layer to streamline and enhance business processes and improve user experience.---Collaborate with other departments to understand and document user requirements, as well as to manage system implementation.---Perform administrative functions including adding/removing users, changing security, managing data feeds, coordinating integrations with internal and external systems, updating data values, adjusting workflows, creating new reports/dashboards, etc.---Understand and communicate regulatory and compliance risks to leveraging IT solutions to meet business objectives---Manage the process of identifying and implementing system enhancements and continuous improvement.---Serve as a single point of contact for all change requests, collaborating with leadership to assess, prioritize, and implement changes as needed.---Writing programming codes and modifying existing software to meet a company's changing needs---Examining written business requirements as well as technical specifications.---Create and carry out test plans for various applications' upgrades/releases/new features.---Contributes to the creation of detailed project plans, schedules, and status reports, as well as providing updates to leadership.---Provide system training and ensure that users follow the defined processes.---Track and optimize user adoption to meet business objectives.---Provide end user support by troubleshooting and resolving system issues.---Evaluate CRM data quality and work with users to implement required corrections.---Stay informed on the latest technologies and tools and assess suitability for HBKS.---Serves as a technical liaison between HBKS and our internal IT department, resolving issues as they arise.BENEFITS WE OFFER:Competitive CompensationLucrative New Business & Employee Referral BonusesAnniversary BonusOpen Paid-time-off policy for professional staffWe provide a flexible work environment to offer work/life balance401(k) plan with company match and profit sharingMedical, dental, and vision insuranceCompany Paid Life InsuranceAffordable Short- & Long-Term Disability InsuranceAffordable Accidental and Critical Illness Insurance8 Paid holidaysDisability InsuranceTuition ReimbursementAnnual Performance ReviewsAnd Much More...HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Keywords: HBK CPAs & Consultants, Erie , IT Analyst, Professions , Erie, Pennsylvania

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