What are the responsibilities and job description for the Data Systems and Automation Manager position at Lauterbach & Amen?
Lauterbach & Amen is a well-established CPA firm specializing in accounting, auditing and advisory services. The firm is a recognized leader in the accounting industry and has grown continuously over the past twenty years. With our roots in governmental accounting, we have continued to develop additional specialties to meet the needs of a diverse, strong and growing client base. At Lauterbach & Amen, we value our people and know that each employee is vital to our success.
We are searching for a full-time Data Systems and Automation Manager to join our Client Accounting & Advisory Services department.
In addition to an energetic and supportive culture, we offer a comprehensive benefits package - including health, dental, vision, life, STD, and LTD insurances and 401(k) match. To show our dedication to balance, our starting paid time off benefit is 4 weeks.
Lauterbach & Amen is committed to offering compensation that is fair, transparent, and competitive. The anticipated, average salary range for this position is $90,000-$100,000, with the final offer determined based on business-related factors such as geographic location, relevant experience, education, skill set, and professional certifications. As part of our compensation philosophy, offers are typically not made at the top of the range to allow room for future growth and salary progression over time
The Data Systems & Automation Manager leads the team responsible for managing the firm’s CAAS client data infrastructure that supports pension, payroll, accounting, and actuarial reporting. This role ensures client data is accurately collected, maintained, and validated within the firm’s financial systems while maintaining strong operational processes and quality controls. The position also partners across departments to improve workflows, strengthen data governance and implement system enhancements that support efficiency and scalability.
Key Responsibilities
We are searching for a full-time Data Systems and Automation Manager to join our Client Accounting & Advisory Services department.
In addition to an energetic and supportive culture, we offer a comprehensive benefits package - including health, dental, vision, life, STD, and LTD insurances and 401(k) match. To show our dedication to balance, our starting paid time off benefit is 4 weeks.
Lauterbach & Amen is committed to offering compensation that is fair, transparent, and competitive. The anticipated, average salary range for this position is $90,000-$100,000, with the final offer determined based on business-related factors such as geographic location, relevant experience, education, skill set, and professional certifications. As part of our compensation philosophy, offers are typically not made at the top of the range to allow room for future growth and salary progression over time
The Data Systems & Automation Manager leads the team responsible for managing the firm’s CAAS client data infrastructure that supports pension, payroll, accounting, and actuarial reporting. This role ensures client data is accurately collected, maintained, and validated within the firm’s financial systems while maintaining strong operational processes and quality controls. The position also partners across departments to improve workflows, strengthen data governance and implement system enhancements that support efficiency and scalability.
Key Responsibilities
- Lead and develop the team responsible for client data collection, entry, validation, and management, ensuring accurate and timely delivery of data to accounting and actuarial teams.
- Oversee the day-to-day operations and workflows of the firm’s client data management processes to maintain high standards of accuracy, consistency, and reliability.
- Ensure strong data governance and quality control, identifying anomalies or inconsistencies before data moves into downstream reporting and analysis.
- Manage and maintain the databases and financial systems used to store and manage client financial and payroll data.
- Partner with Accounting, Pension Benefits, Payroll, and Actuarial teams to ensure data structures and processes support reporting and operational needs.
- Lead process improvements, system enhancements, and automation initiatives that improve efficiency and reduce manual work.
- Contribute to the long-term strategy for financial systems and data management, helping scale processes and strengthen system capabilities as the firm grows.
- Bachelor’s degree in Accounting, Finance, Information Systems, Data Management, or a related field.
- Experience managing or supervising a team responsible for data management, systems administration, or financial operations.
- Strong understanding of data accuracy, validation processes, and internal controls within financial workflows.
- Experience improving operational processes, systems, or automation within finance or data environments preferred.
- Strong analytical, problem-solving, and cross-functional communication skills.
- Curious and solution-oriented, comfortable investigating issues and implementing improvements.
- Organized and process-minded, able to manage complex workflows and competing priorities.
- Strategic thinker who looks for opportunities to improve systems and streamline processes.
- Client data is accurate, complete, and consistently delivered to accounting and actuarial teams on schedule.
- The data management team operates with clear processes, strong quality controls, and efficient workflows.
- Financial systems and databases are well maintained and structured to support reporting and analysis.
- Process improvements and automation initiatives reduce manual work and improve efficiency over time.
Salary : $90,000 - $100,000