Business System Analyst

Who we are

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 states with much more growth on the horizon. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do

• System Implementation & Optimization
• Lead end-to-end setup of systems for newly acquired firms, including configuring global settings, importing client data, activating integrations (especially with NetSuite), and creating standardized project templates.
• Collaborate with onboarding teams and firm leadership to understand each firm’s structure and ensure Karbon is tailored accordingly.
• Conduct post-implementation follow-ups to confirm adoption and resolve setup issues.
• Ongoing Support
• Act as the internal go-to resource for workflow technical expertise, responding to user requests, resolving errors, and troubleshooting data discrepancies.
• Support the adoption of additional workflow modules and features by offering live guidance and assisting with data uploads/configurations.
• Partner with operations and analytics teams to maintain clean and actionable data.
• Maintain documentation for internal systems and processes to support continuity and transparency.
• Monitor the custom-built API integration between systems. Track failures, identify root causes or recurring patterns, and work with our developers to resolve or enhance API performance.
• Provide regular updates on API health and recommend process or system improvements.
• Systems Administration & License Management
• Help manage user licensing across SaaS platforms (e.g., NetSuite, Microsoft 365, Rightworks, etc.), ensuring efficient assignment and deactivation to avoid waste and maintain security.
• Collaborate with HR and IT during employee onboarding/offboarding to ensure timely access provisioning and deprovisioning.

What we look for

• 2–5 years of experience in systems administration, SaaS implementation, or business applications support
• Experience with workflow systems such as Karbon, NetSuite, or similar platforms (e.g. Asana, Click-Up, Monday) is strongly preferred
• Strong data handling skills (e.g., Excel, CSV imports, data mapping)
• Analytical mindset with the ability to detect patterns and propose solutions
• Excellent organizational skills and attention to detail
• Strong interpersonal communication and comfort supporting non-technical users
• Self-starter mindset with the ability to thrive in a remote-first environment

What we offer

• Opportunity for advancement within a rapidly growing professional services firm
• Competitive compensation
• 401(k) and medical benefits

Where we work

This position allows you to work on a hybrid schedule but expect to be in-office more often than not (especially at the beginning.)

Pay

TBD

Schedule

TBD