CFP Board · 3 months ago
Director, Business Systems and Analysis
Washington, DC
Full-time
Hybrid
Senior Level, Lead/Staff
$145K/yr - $175K/yr
8+ years expCFP Board is the professional body for personal financial planners in the U.S. and they are seeking a Director of Business Systems and Analysis to lead the strategic management and continuous improvement of the organization's enterprise business systems. The role involves overseeing technology solutions, process improvements, and data-driven strategies to align with business goals and enhance operational efficiency.
BankingFinanceFinancial ServicesProfessional Services
Responsibilities
Lead the strategic planning, design, implementation, and management of enterprise business systems (e.g., ERP, CRM, Financial, HRIS systems)
Oversee business analysis activities to gather requirements, document business processes, and recommend improvements that enhance operational effectiveness
Collaborate with executive leadership, department heads, and project teams to identify technology needs and opportunities for business process optimization
Manage a portfolio of business system projects, ensuring successful delivery within scope, schedule, and budget while achieving desired business outcomes
Lead efforts to integrate systems across departments, ensuring seamless data flow, operational efficiency, and consistency of reporting and analytics
Partner with IT security teams to ensure business systems meet cybersecurity and compliance requirements
Oversee vendor selection, contract negotiation, system implementation, and ongoing vendor relationship management for business applications
Develop and lead user training programs, change management initiatives, and communication strategies to drive user adoption and maximize system value
Maintain documentation of systems architecture, business process flows, system configurations, and standard operating procedures
Provide leadership, mentoring, and professional development to a team of business analysts, system administrators, and technical staff
Monitor emerging technology trends and best practices to recommend innovations that enhance business performance and decision-making capabilities
Develop and report on key performance indicators (KPIs) related to business systems usage, efficiency, and project outcomes to senior leadership
Qualification
Required
Bachelor's degree in Information Systems, Business Administration, Computer Science, or a related field required
Minimum of 8–10 years of experience managing business systems, business analysis functions, or enterprise applications, with at least 5 years in a leadership role
Proven experience leading large-scale system implementations, upgrades, integrations, and optimization initiatives
Strong understanding of business processes across finance, HR, operations, customer service, and/or sales functions
Expertise with major business applications such as ERP (SAP, Oracle, NetSuite, Workday, Microsoft Dynamics), CRM (Salesforce, Dynamics 365), and reporting/BI tools (Power BI, Tableau)
Solid understanding of data governance, system security, compliance requirements (e.g., SOX, HIPAA, GDPR), and best practices
Hands-on experience with business process modeling, requirement gathering, gap analysis, and solution design
Excellent project management skills, with the ability to lead multiple initiatives simultaneously in a fast-paced environment
Exceptional communication, interpersonal, and change management skills, with the ability to bridge technical and non-technical audiences
Demonstrated success managing cross-functional teams and working collaboratively across departments
Preferred
Master's degree preferred (MBA, MIS, or similar)
Professional certifications such as PMP, CBAP, Six Sigma, or ITIL are highly desirable
Experience in regulated industries (e.g., healthcare, financial services, education, government) is a plus
Benefits
Incentive compensation for which employees are eligible based on completion of individual goals.
Company
CFP Board
CFP Board sets and enforces standards for Certified Financial Planner certification.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kevin Keller
CEO
Roger Myers
CFO
Recent News
2026-01-22
Investment News
2026-01-22
2026-01-16
Company data provided by crunchbase