Finance Systems Lead
Own the strategy, implementation, integrations, governance, and automation of finance and adjacent business systems. The role requires 7+ years of relevant experience, strong technical aptitude, and the ability to partner cross-functionally across finance, people, sales, revenue operations, legal, and IT.
About the job
Responsibilities
Core Finance Systems
- Own finance systems strategy, configuration, and roadmap.
- Lead implementation and ongoing administration of finance systems and tools.
- Own finance system integrations end to end, ensuring clean data flow between ERP, planning, billing, and related systems.
- Partner with contractors or vendor customer success managers on hands-on technical configuration as needed.
Cross-Functional Systems
- Partner with People on HRIS and payroll systems, ensuring accurate data flow between HRIS, payroll, and ERP.
- Partner with Sales and Revenue Operations on CPQ and commission systems, ensuring pricing, quoting, and commission calculations connect cleanly to billing and revenue recognition.
- Advise across finance-adjacent tools, including systems administered by other teams.
Automation and Process Improvement
- Identify and build automation across manual finance workflows, including data reconciliation and reporting.
- Partner with Data Analytics on automation initiatives where relevant.
- Evaluate new tools and system enhancements and build business cases for investment.
- Document system architecture and workflows.
Governance and Controls
- Manage system access, permissions, and controls in partnership with Accounting and IT.
- Support audit requests related to systems and automated controls.
Requirements
- 7+ years of experience in finance systems, business systems, or a related systems administration role.
- Experience implementing or administering a financial planning tool.
- Experience integrating systems across finance and adjacent functions, such as HRIS/payroll or CPQ/commissions.
- Strong technical aptitude, including the ability to build automation and workflows and direct contractors or vendor customer success managers on configuration work.
- Strong cross-functional partnership skills across Accounting, FP&A, People, Sales and Revenue Operations, and Legal.
- Ability to operate as a systems generalist across a broad technology stack.
- Based in San Francisco or New York and able to work in person at least 3 days per week.
Nice-to-Haves
- Experience with CPQ and commission systems.
- Experience with HRIS/payroll systems.
- Experience at a high-growth, venture-backed technology company.
- Experience building automation with AI tools or low-code/no-code platforms.
- Exposure to SOX controls in a revenue cycle context.
Compensation and Benefits
- Compensation of $215,000–$275,000 annually, plus meaningful equity.
- 100% coverage of medical, dental, and vision insurance for employees and dependents.
- Flexible PTO, including a company-wide winter break.
- Paid parental leave.
- Fertility and family-building stipend through Carrot.
- Company-facilitated 401(k).
Skills
ERP, Financial Planning, HRIS, Payroll Systems, CPQ, Commission Systems, System Integrations, Workflow Automation, Low-Code Platforms, AI Tools, Sox Controls, Data Reconciliation
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