Technical Applications Analyst

🕒 July 16

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Logo of CFP Board

CFP Board

51 - 200 employees

Founded 1985

💸 Finance

📚 Education

🤝 Non-profit

Finance • Education • Non-profit

CFP Board is the organization that administers and governs the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. It sets education, exam, experience and ethical standards for financial planners, maintains certification and continuing-education requirements, provides public resources to find CFP® professionals, runs the CFP Board Center for Financial Planning and public-awareness initiatives, and publishes research and career resources for the financial planning profession.

📋 Description

• Provides day-to-day support for business applications, including investigation, troubleshooting, resolution, and escalation of application support tickets and production issues. • Analyzes, troubleshoots, and resolves application, integration, authentication, and data issues across multiple platforms, vendors, and environments. • Supports, maintains, and troubleshoots integrations between NetForum and other internal and external systems utilizing Workato, APIs, web services, and other modern integration technologies and protocols. • Develops and maintains SQL queries, database scripts, stored procedures, reports, and other technical solutions to support project deliverables and other operational, analytical, and troubleshooting needs. • Supports and troubleshoots authentication solutions using Auth0 Single Sign-On (SSO). • Partners with business users to understand requirements, identify root causes of issues, and recommend technical solutions and process improvements. • Collaborates with internal teams and third-party vendors to investigate incidents and software bugs, coordinate issue resolution, and recommend system enhancements. • Assists with the development of test plans, test cases, and testing strategies for enhancements, upgrades, and integrations. • Supports unit testing, system testing, integration testing, and User Acceptance Testing (UAT) activities for NetForum and related business applications, across multiple projects. • Validates system enhancements and defect fixes to ensure solutions meet business requirements and do not negatively impact existing functionality. • Supports application configuration, deployment, release management, and post-production validation activities for AMS. • Assists in maintaining technical documentation including system configurations, integration specifications, support procedures, data mappings, and troubleshooting guides. • Provides technical guidance and support to business users regarding application functionality, reporting, data issues, and system capabilities. • Supports change management processes and ensures adherence to organizational standards, security requirements, and best practices. • Performs minor configuration of AMS and assists staff in changes to and testing of AMS configuration.

🎯 Requirements

• BA/BS required. Major in Information Technology, Computer Science, Information Systems, mathematics, statistics, accounting, or other degree emphasizing business analysis, technology or quantitative problem-solving preferred. • Minimum 5 years’ experience with Microsoft SQL Server writing SQL queries, stored procedures, and other scripts for analysis, reporting, troubleshooting and data validation. • Experience supporting or troubleshooting APIs or other integration technologies (Workato preferred). • Experience with Association Management System (AMS) (netFORUM preferred) and/or Customer Relationship Management (CRM) (Salesforce preferred). • Familiarity with application integrations, enterprise architecture concepts, and data flows across interconnected business systems. • Excellent critical thinking, with a proactive approach to identifying issues and presenting solutions and options. • Ability to manage multiple priorities, adapt to changing business needs and meet deadlines in a fast-paced environment. • Ability to work independently and collaboratively with cross-functional teams. • Excellent interpersonal and communication skills (both verbal and written). • Ability to work overtime when needed.

🏖️ Benefits

• This position is not benefits eligible.

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