Financial Systems Platform Lead
About The Position
Own the strategy, roadmap, and day-to-day operations for the company’s financial systems platform with a primary focus on aligning systems to finance strategy, controls, and business process outcomes. Partner closely with Finance leadership and business stakeholders to identify process improvements and prioritize system changes that improve month end close, reconciliations, and data accuracy. Act as a liaison between Finance, IT, business stakeholders, and third party vendors to prioritize enhancements, manage releases, and resolve production issues. Lead requirements gathering, solution design, configuration, testing, and deployment activities for system enhancements and integrations. Coordinate cross functional teams, vendors, and managed services to manage releases, change management, training, and adoption across finance user communities. Monitor platform performance, manage incidents and change requests, and drive continuous improvement and automation to increase efficiency and data quality. Develop and maintain documentation, runbooks, and training materials; mentor and coordinate technical and functional teams as needed.
Requirements
- Bachelor’s degree plus 12 years of relevant experience OR 16 years of relevant experience in lieu of degree.
- Proven experience (typically 5+ years) owning or managing financial systems or ERP/platforms in a business environment.
- Strong understanding of core financial processes (GL, AR, AP, fixed assets, reconciliations), their related internal controls, and how they map to systems.
- Familiarity with integrations, data modeling, and querying (e.g., SQL) or the ability to effectively partner with technical teams for these tasks.
- Demonstrated ability to translate finance requirements into system configurations and technical solutions, lead testing and deployment, and drive business change and adoption.
- Excellent communication, project management, and problem solving skills, with attention to data accuracy and compliance.
Nice To Haves
- Degree in Finance, Accounting, Computer Science, Information Systems, or a related field.
- Experience with major financial/ERP systems (for example, Oracle Cloud, PeopleSoft, Workday Financials, SAP or similar SaaS platforms).
- Experience with Costpoint is a plus.
- Certifications such as PMP, CBAP, or finance/ERP related certifications, or an advanced degree.
- Experience with cloud platforms, automation tools, and BI/reporting tools (Power BI, Tableau, etc.).
- Background working in large, matrixed organizations and managing vendor relationships or managed services.
Responsibilities
- Own the strategy, roadmap, and day-to-day operations for the company’s financial systems platform.
- Align systems to finance strategy, controls, and business process outcomes.
- Partner with Finance leadership and business stakeholders to identify process improvements and prioritize system changes.
- Act as a liaison between Finance, IT, business stakeholders, and third party vendors.
- Prioritize enhancements, manage releases, and resolve production issues.
- Lead requirements gathering, solution design, configuration, testing, and deployment activities for system enhancements and integrations.
- Coordinate cross functional teams, vendors, and managed services to manage releases, change management, training, and adoption.
- Monitor platform performance, manage incidents and change requests.
- Drive continuous improvement and automation to increase efficiency and data quality.
- Develop and maintain documentation, runbooks, and training materials.
- Mentor and coordinate technical and functional teams.
Benefits
- Medical, Rx, Dental & Vision Insurance
- Personal and Family Sick Time & Company Paid Holidays
- Position may be eligible for a discretionary variable incentive bonus
- Parental Leave and Adoption Assistance
- 401(k) Retirement Plan
- Basic Life & Supplemental Life
- Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
- Short-Term & Long-Term Disability
- Student Loan PayDown
- Tuition Reimbursement, Personal Development & Learning Opportunities
- Skills Development & Certifications
- Employee Referral Program
- Corporate Sponsored Events & Community Outreach
- Emergency Back-Up Childcare Program
- Mobility Stipend
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What This Job Offers
Job Type
Full-time
Career Level
Senior
