Director, Financial Systems & Transformation

Flex • San Francisco, CA

6d • $180,000 - $225,000 • Hybrid

About The Position

Flex is a growth-stage FinTech company headquartered in New York City. It is building a payment layer for financial obligations, helping households see, split, and pay bills while giving eligible on-time payments the opportunity to contribute to positive credit history.

The Director, Financial Systems & Transformation will build and own Flex’s Financial Systems & Transformation function within Finance. The role extends beyond ERP administration to include AI infrastructure, process automation, and controls architecture. It owns the systems supporting accounting and financial reporting, including the core ERP, procure-to-pay and travel-and-expense systems, and additional reporting tools as the function grows. It will also design and maintain AI-powered workflows and lead the development of ITGC and financial systems controls.

The role partners closely with the VP Controller, Finance leadership, Engineering, and AI Central. It is based at Flex’s New York headquarters on a hybrid basis and reports to the VP Controller.

Requirements

• 10+ years of experience in financial systems, accounting technology, or a closely related field, including meaningful experience in a high-growth or scaling environment.
• Deep ERP expertise, ideally including implementation experience across go-live, integration design, configuration, and post-go-live optimization with NetSuite, Campfire, Sage Intacct, or an equivalent platform.
• Strong finance and accounting foundation, including understanding of US GAAP, month-end close, and financial reporting sufficient to translate business requirements into systems design and assess when process redesign is preferable.
• Demonstrated experience building or owning IT General Controls and access-control frameworks, including segregation of duties, user provisioning, change management, and audit-trail documentation.
• Strong understanding of financial master-data design and governance, including chart-of-accounts structure, dimension/segment design, and downstream reporting implications.
• Demonstrated ability to design or re-engineer core accounting processes such as close, AP, or payroll around best practices, rather than merely automating existing processes.
• Experience working directly with external auditors on IT-controls testing and audit-evidence standards.
• Hands-on experience with API integrations and data-pipeline design, and ability to work with Engineering teams to scope and specify integration work.
• Genuine enthusiasm for AI and automation and an interest in building agent-based workflows to replace manual processes.
• Exceptional communication skills, including the ability to communicate across Finance, Engineering, and executive audiences without losing technical precision.
• Comfort building and scaling in a fast-paced, resource-constrained environment, with strong prioritization skills and the ability to adapt as priorities shift.

Nice To Haves

• Experience with Campfire or another AI-native ERP platform.
• Experience designing or operating AI-automated workflows in Finance or Accounting, such as intelligent document processing or transaction-coding automation.
• SOX compliance experience, including ITGC documentation, RCM design, and internal or external audit support, ideally in a pre-IPO or newly public company.
• Experience with close-management platforms such as FloQast or BlackLine, or equivalent financial-reporting automation tools.
• Prior experience at a fintech, payments company, or similarly regulated financial-services organization.
• CPA or equivalent credential.
• Formal project-management experience or training.
• Experience leading close-process optimization or standardization initiatives, ideally reducing close timelines or manual touchpoints.
• Familiarity with payroll and AP operational best practices, including vendor management, payment controls, and exception handling.

Responsibilities

• Own and administer the Campfire ERP as Flex’s financial system of record, including configuration, close-module setup, chart-of-accounts and dimension/segment governance, and system health.
• Own procure-to-pay systems for accounts payable and travel and expense, evaluating near-term enhancements and long-term tooling strategy.
• Manage integrations between financial systems and related data sources, including the Rippling payroll integration in partnership with the People/HRIS systems team, ensuring accurate, timely, and auditable data flows.
• Act as the internal product owner for financial systems enhancements, translating Finance requirements into system configuration and coordinating with vendors and technical teams.
• Partner with Strategic Finance to evaluate, implement, and administer FP&A tooling.
• Evaluate, implement, and administer additional Finance tools as the function scales, including financial reporting, SOX, and account-reconciliation tools.
• Design, build, and maintain AI-powered workflows to reduce manual, high-volume Finance processes, particularly transaction coding, close automation, and financial reporting.
• Own the technical architecture for agent-as-preparer workflows, including confidence thresholds, exception routing, and audit-trail infrastructure.
• Partner with AI Central to extend Flex’s internal AI platform into Finance use cases, including inquiry triage and templatable workflows.
• Identify and prioritize Finance automation opportunities and own the agentic build roadmap with Finance leadership.
• Monitor automated workflows using operational health measures such as exception rates, throughput metrics, and escalation paths.
• Own ITGCs across financial systems, including access provisioning and deprovisioning, segregation of duties, change management, and periodic access reviews.
• Design and maintain controls and access architecture for automated workflows, including permissioning, auditability, and documentation standards for a future SOX-ready environment.
• Develop broader controls readiness, including ITGC documentation, control-testing support, and GRC tool implementation as the company scales.
• Serve as the primary Finance liaison to external auditors on technology-related matters, including audit-trail standards and controls evidence for automated workflows.
• Build and maintain real-time close monitoring, including dashboards and alerts that show close status, open items, and risk flags.
• Partner with the VP Controller to accelerate month-end close by identifying and addressing bottlenecks through tooling, automation, and process design.
• Support automated financial reporting infrastructure for reliable and timely P&L, balance-sheet, cash-flow, and operational reporting with minimal manual intervention.
• Optimize P2P processes through system-based workflows, reduced processing and cycle time, and improvements to the AP and T&E experience.
• Build and shape the Financial Systems & Transformation function over time by defining its scope, identifying capability gaps, and adding talent as it evolves.
• Represent Finance as its primary technical voice in cross-functional forums, partnering with Engineering, Product, Data, and AI Central on financial data, systems, and processes.
• Promote AI and systems adoption across Finance through training, tooling guidance, and hands-on support.

Benefits

• Relocation assistance may be available for candidates outside the listed office areas.
• Benefits are referenced at getflex.com/careers; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed