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

• Bachelor's degree with a concentration in Computer Science, Computer Programming, Business Intelligence, Data Science, or other equivalent experience