Director, Business Systems and Analysis

The Director of Business Systems and Analysis is responsible for the strategic leadership, management, and continuous improvement of the organization's enterprise business systems and business analysis initiatives. This role ensures that technology solutions, process improvements, and data-driven strategies are aligned with business goals, supporting operational efficiency, informed decision-making, and organizational growth.

The Director will oversee the evaluation, implementation, integration, and optimization of key business applications, including ERP, CRM, financial, HR, and reporting systems. This individual will also lead business analysis functions to assess business needs, define requirements, and drive technology-enabled solutions. The role requires close collaboration with business unit leaders, IT teams, vendors, and stakeholders to deliver high-quality system solutions and actionable insights.

The successful candidate will possess a strong combination of technical knowledge, business acumen, leadership experience, and a commitment to process improvement and data integrity.

Supervises: Senior Business Analyst, Business Analyst, and various vendor resources.

Essential Functions and 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.

Qualifications and Preferred Background:

• Bachelor’s degree in Information Systems, Business Administration, Computer Science, or a related field required; Master’s degree preferred (MBA, MIS, or similar).
• 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.
• 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.

About CFP Board

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 over 100,000 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 $145,000.00 to $175,000.00.  In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.