# Financial Systems Manager
**Company:** [Plaid](https://hotfix.jobs/companies/plaid)
**Location:** San Francisco, CA
**Salary:** $162K-$203K
**Experience:** 8+ years
**Skills:** Pigment, Anaplan, Adaptive Planning, SQL, NetSuite, Workday, ERP, HRIS, APIs, AI
**Posted:** 2026-05-14
> Owns and develops the Pigment EPM platform for financial planning, budgeting, forecasting, and reporting at Plaid. Manages integrations with NetSuite and other systems, builds dashboards, and leads AI/automation initiatives for FP&A. Requires 8+ years experience with deep EPM expertise.
## Job Description
## Responsibilities
- Own the Pigment platform end-to-end—model architecture, formula logic, system configuration, integration design, and ongoing administration.
- Lead the design and delivery of planning solutions across full-year budgeting, rolling forecasts, long-range planning, and headcount planning.
- Manage financial data integrations between Pigment, NetSuite, and other source systems, ensuring seamless data flow, accuracy, and consistency.
- Build and maintain reporting frameworks, dashboards, and self-service analytics capabilities.
- Lead, design, and implement Plaid's AI and automation roadmap for FP&A.
- Serve as the primary technical point of contact for Pigment users across Finance and Procurement—providing training, troubleshooting, and documentation.
- Contribute to the long-term Finance systems roadmap.
- Partner with FP&A leadership and cross-functional stakeholders to translate evolving business requirements into system enhancements and process improvements.

## Requirements
- **8+ years** of experience in financial systems, FP&A operations, or business systems roles, with deep hands-on EPM platform expertise.
- **3+ years** of specialization in EPM/CPM platforms (**Pigment** strongly preferred; Anaplan or Adaptive Planning also considered), with deep hands-on expertise across model design, formula logic, and system configuration.
- Strong **SQL** skills and solid understanding of data flows, integrations, and governance across finance systems.
- Experience integrating EPM platforms with **ERP** and **HRIS** systems (e.g., **NetSuite**, **Workday**) via APIs or integration platforms.
- Ability to translate complex business requirements into scalable technical solutions, and drive projects from concept through adoption independently.
- Excellent communication skills—able to make technical concepts accessible to non-technical stakeholders.
- Proactive, self-directed mindset with the ability to manage competing priorities and operate with high autonomy.
- Strong analytical instincts and attention to detail, with a track record of ensuring data integrity and system accuracy at scale.
- Demonstrated interest or experience in **AI** and automation tools applied to finance workflows.
**Apply:** https://hotfix.jobs/jobs/financial-systems-manager-at-plaid-4f35e668-4d76-43d4-bce3-62876c91ffab
**Canonical:** https://hotfix.jobs/jobs/financial-systems-manager-at-plaid-4f35e668-4d76-43d4-bce3-62876c91ffab