Business Systems and Integration Director

2 months ago

Owings Mills, Maryland, United States EisnerAmper Full time
About the Role

We are seeking a highly skilled Business Systems and Integration Manager to join our team at EisnerAmper. As a key member of our operations team, you will be responsible for designing, implementing, and optimizing a scalable operating framework to support our firm's rapid growth through M&A activity and organic expansion.

Key Responsibilities
  • Analyze current operational processes to identify bottlenecks, redundancies, and opportunities for improvement.
  • Develop a comprehensive operating framework that aligns with our firm's strategic goals, encompassing people, processes, and technology.
  • Ensure the framework is designed for scalability, accommodating future growth and integration of new business units.
  • Interface and collaborate with the operations team, investment team, finance team, and firm leadership.
  • Connect all areas of the business into an effective system that leverages technology in an efficient and meaningful way.
  • Develop and implement dashboards that provide transparency and tracking for all areas of the business.
  • Evaluate and recommend technology solutions that support the operating framework and enhance productivity.
  • Lead the implementation of new technologies, ensuring seamless integration with existing systems.
  • Manage relationships with technology vendors, ensuring optimal performance and support.
  • Play a key role in M&A activity, leading the integration of acquired businesses into the operating framework.
  • Ensure smooth transition of processes, systems, and personnel.
  • Create measurement and monitoring of key performance indicators (KPIs).
  • Track performance against targets, identifying areas for improvement.
  • Report regularly to senior management on operational performance.
Requirements
  • Bachelor's degree in Business Administration, Finance, or a related field.
  • 10+ years of progressive experience in systems integration within the financial services industry, with at least 5 years in a senior leadership role.
  • 5+ years of experience with using the following systems: Redtail, Salesforce, Wealthbox, Orion, BlackDiamond, Tamarac, Envestnet, Addepar, Docusign, Morning Star, and Sharefile.
  • Familiarity with Custodians such as Schwab and Pershing.
  • Familiarity with Planning systems such as eMoney and MoneyGuide Pro or something similar.
  • Proven track record of designing and implementing scalable operating frameworks and leading successful integrations.
  • Exceptional leadership and change management skills.
  • Strong strategic thinking and decision-making abilities.
  • Excellent analytical and problem-solving skills.
  • Expertise in process improvement methodologies (e.g., Lean Six Sigma).
  • Strong project management skills.
  • Excellent communication and interpersonal skills.
  • Ability to collaborate effectively with stakeholders at all levels.
  • Strong understanding of financial services technology and regulatory requirements.
About EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

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