Technical Applications Analyst

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.

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER TM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.

CFP ® certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $69 to $75 hourly. This position is not benefits eligible.