Systems Integration Specialist

Position Mission Statement

Enhance the firm's operational efficiencies and data integrity by designing, building, maintaining, and supporting KFG s ERP system (ZOHO) and other integrated software applications.

Primary Responsibilities and Tasks

• Write, implement, and maintain code to automate and integrate cloud-based applications
• Develop project plans, including setting targets for milestones and adhering to deadlines
• Provide help desk support to KFG s ERP System (ZOHO) users
• Ensure that all systems development complies with KFG s Cybersecurity Policy
• Ensure that all systems development complies with KFG s Data Integrity Standards
• Identify, create, and maintain automated data transfers
• Identify, create, and maintain automated communications
• Create digital versions of KFG s internal forms and agreements to facilitate digital signatures
• Train and support Subject Matter Experts (SME) of the ERP and integrated systems
• Create and maintain documentation of internally developed tools
• Develop data capturing processes and tools to track weekly measurables
• Develop and maintain digital data gathering forms, surveys, tools & questionnaires
• Create and maintain a library of electronic documents, templates or other reusable knowledge assets
• Assist Department Leaders with evaluation of industry-specific applications & integration with ERP
• Maintain awareness of industry trends and innovations
• Create and publish reports, dashboards, and other visualizations of data

Secondary Responsibilities and Tasks

• Provide backup support for ZOHO administration
• Manage the timely flow of business intelligence information to users
• Train KFG team members on the use of reports and dashboards need for their Department s/Team s Weekly Scorecard(s)
• Assist Wealth Management s Implementation Team with developing reports and dashboards in Orion
• Assist Insurance Agency with developing reports and dashboards in AMS

Required Skills and Abilities

• Proficient in Python, PHP, or Node.JS
• Willingness to pursue proficiency in JavaScript
• Willingness to pursue proficiency in ZOHO Deluge
• Willingness to pursue proficiency in PostgreSQL
• Must be well organized with time, resources, physical office space, and corporate documents/information
• High responsibility and diligence in managing many details within deadlines
• Ability to set and meet deadlines, and influence and support a team to execute results
• Must be intrinsically motivated and able to work individually with little direction
• Must be able to formulate solutions in collaboration with other team members
• Must exemplify the firm s corporate values and represent the company well in the community and in all dealings with other team members, vendors, customers, and other affiliates

Education and Experience