Position Summary

This role is responsible for financial and investment reporting, technology stack optimization, and operational efficiency across systems supporting individual and family‑level reporting. The position serves as a key internal resource and SME for reporting platform - Addepar, technology tools, and emerging AI capabilities, while supporting ad‑hoc projects and cross‑functional initiatives.

Key Responsibilities

Investment Reporting

• Maintain and update investment reporting systems to ensure data integrity
• Run and distribute investment reports on a monthly, quarterly, annual, and ad‑hoc basis
• Post and reconcile data within Addepar, ensuring alignment across systems and reports
• Support optimization and continued buildout of the Addepar investment reporting platform including developing and maintaining documentation and process support

Technology Stack Management & Optimization

• Oversee and continuously evaluate the effectiveness of the technology stack supporting operations
• Identify opportunities to streamline workflows, improve data visibility, and increase operational efficiency
• Lead buildout and ongoing development of tools and systems to support operational needs
• Manage technology subscriptions, renewals, and contract reviews

AI Subject Matter Expert (SME)

• Research, develop, and manage AI‑driven tools and processes to improve efficiency and scalability
• Identify opportunities to leverage AI for reporting, analysis, documentation, and future content or process development
• Serve as an internal resource for AI‑related strategy, experimentation, and governance

Reporting & Data Analysis

• Research, compile, and analyze data for special projects and recurring reporting
• Prepare and maintain monthly individual spending reports, ensuring accuracy, completeness, and timeliness
• Support leadership and stakeholders with customized reports and insights as requested

IT Management

• Act as an internal IT resource and first point of contact
• Serve as liaison between internal users and external IT service providers
• Coordinate troubleshooting, enhancements, and system improvements

Projects & Ad‑Hoc Support

• Support cross‑functional projects and special initiatives as assigned
• Respond to ad‑hoc reporting, technology, and operational requests with a solutions‑oriented mindset

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Proven experience and knowledge of financial systems and processes
• Strong analytical skills with the ability to interpret and present complex financial and investment data
• Experience with investment reporting platforms (Addepar preferred)
• Proficiency in financial systems, reporting tools, and Microsoft Office
• Demonstrated ability to manage and optimize technology platforms
• Experience in AI applications for business operations
• Highly organized, detail‑oriented, and comfortable managing multiple priorities
• Strong communication skills with the ability to work across teams and external partners

Location

• Overland Park, KS (In-person)