Broker dealer or wealth commission systems knowledge
Experience with black diamond portfolio systems
This role serves as a trusted advisor to finance leadership on AI governance while enhancing accounting efficiencies through process redesign
Job Summary
This role serves as a trusted advisor to finance leadership on AI governance while enhancing accounting efficiencies through process redesign.
The successful candidate will design automation solutions using tools like Microsoft Copilot to reduce manual effort and improve accuracy in financial workflows.
Integrity offers a family-like environment within a hyper-growth company that prioritizes professional opportunities and puts its people first.
Matching Summary
This role serves as a trusted advisor to finance leadership on AI governance while enhancing accounting efficiencies through process redesign.
Skills & Requirements
Must-have
Manager or Controller-level accounting experience
Broker Dealer or Wealth commission systems knowledge
Experience with Black Diamond portfolio systems
Agentic AI tool development aptitude
Systems implementation and data integration skills
Nice-to-have
Public accounting background
Data Analytics function experience
Collaborative and pragmatic mindset
Solutions-oriented approach to evolving environments
Key Requirements
Strong accounting background at manager/senior manager level
Prior experience in complex accounting environments or systems implementation
Demonstrated aptitude with Agentic AI tool development