Summary:
Ranked one of the top 100 top RIAs by Barrons & Forbes and headquartered in Parsippany, New Jersey with several regional offices across the country, Summit Financial LLC is a ~$10 billion independent advisory firm that has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years. We are looking for a Power Platform Engineer to join our growing team. This role will be responsible for contributing to digital transformation solutions, analyzing intelligence derived from connected systems, and maintaining data integrity. They will work closely with technology team members and subject matter experts to make recommendations, execute development, test solutions, and document processes to deliver a robust Microsoft Power Platform solution. The company is in a heavy growth mode, which will require this role to be able to work with new teams to migrate data from various similar and disparate systems into our tech stack.
Role and Responsibilities:
MS Power Platform knowledge:
- Has experience with data imports (collecting, organizing and importing)
- Experience setting up permissions and sharing settings within the platform
- Experience with building out Dataverse structures, Power Apps and Power Bi Reports
- Analyze business problems and partner with Technology team to design, develop, and deploy solutions to meet business needs
- Hands on experience building out custom solutions and leveraging the full functionality of the Power Platform
Documentation Requirements:
- Gather requirements from stakeholders and translate them directly into technical solutions using the Power Platform
- Support user acceptance testing
- Create and maintain thorough documentation for existing solutions and processes
- Partner with Training department to update training materials and enhance training program
Data Migration:
- Manage the migration of data from the acquired company's systems to the acquiring company's infrastructure
- Ensure data integrity and security during the transition
- Identify and mitigate potential risks associated with IT integration
- Implement contingency plans to address unforeseen challenges
Requirements:
- 3+ years of Microsoft Power Platform experience
- Experience in building custom Power Apps using a variety of data sources (Dataverse, Sharepoint, Excel)
- Advanced process automation knowledge and building out flows utilizing Power Automate
- Strong understanding of best practices and functionality with in the platform
- Ability to combine Power Apps, Power Automate, and Power Bi Reports
- A demonstrated ability to understand and articulate complex requirements
- Experience soliciting, gathering, and analyzing user input and requirements
- Highly developed interpersonal and communication skills to deal with a variety of stakeholders and end users
- Proven ability to successfully drive projects to completion
- Expert level proficiency with MS applications, including Word, Excel, Outlook, Power Point, Project, and Access
- Detail-oriented individual with the ability to quickly assimilate and apply new concepts, business models, and technologies
- Ability to handle multiple projects simultaneously
- Experience working in a team environment
- Excellent ability to multi-task with great attention to detail and accuracy
- Knowledge of building out Power Bi reports
Preferred Qualifications:
- Strong Salesforce knowledge preferred
- Experience building reports and dashboards in Salesforce
- Familiarity with DocuSign, Emoney, and Laserapp a plus