Business System Analyst

Overview

Due to continuing growth, we are seeking a detail‑orientated, tech‑savvy specialist to lead the implementation and ongoing optimisation of Karbon, our firm‑wide practice management platform, and support other key business applications. Play a critical role in onboarding new firms onto our systems, ensuring accurate set‑up and seamless API functionality across systems. Contributions will directly impact operational efficiency, data integrity, and user adoption.

Platform Accounting Group is a rapidly growing professional services firm that provides tax, accounting, assurance, IT consulting, and wealth management services to small and medium‑sized businesses and their owners. With 50+ offices across 15 states, we are looking to expand further. We foster a professional, dynamic work environment that prioritises work‑life balance.

System Implementation & Optimisation

• Lead end‑to‑end set‑up of systems for newly acquired firms, including configuring global settings, importing client data, activating integrations (notably with Net Suite), and creating standardized project templates.
• Collaborate with onboarding teams and firm leadership to understand each firm’s structure and custom‑tailor Karbon.
• Conduct post‑implementation follow‑ups to confirm adoption and resolve setup issues.

Ongoing Support

• Serve as internal go‑to resource for workflow technical expertise, responding to user requests, resolving errors, and troubleshooting data discrepancies.
• Support adoption of additional workflow modules and features by offering live guidance and assisting with data uploads and configurations.
• Partner with operations and analytics teams to maintain clean and actionable data.
• Monitor the custom‑built API integration, track failures, identify root causes or recurring patterns, and work with developers to resolve or enhance performance.
• Provide updates on API health and recommend improvements.

Systems Administration & License Management

• Help manage user licensing across SaaS platforms (e.g., Net Suite, Microsoft 365, Rightworks) to ensure efficient assignment, deactivation, security and compliance.
• Collaborate with HR and IT during employee onboarding/offboarding to provision and deprovision access.
• Maintain documentation for internal systems and processes.

• 2–5 years of experience in systems administration, SaaS implementation, or business applications support.
• Experience with workflow systems such as Karbon, Net Suite, or similar.
• Strong data‑handling skills (Excel, CSV imports, data mapping).
• Analytical mindset to detect patterns and propound solutions.
• Excellent organisational skills and attention to detail.
• Strong interpersonal communication and comfort supporting non‑technical users.
• Self‑starter mindset and proficiency at thriving in a remote‑first environment.

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

• Hybrid schedule with expectation to be onsite most of the time, especially at the opening.