Senior Manager, Finance Systems & Data
About The Position
Savvy Wealth is hiring a Senior Manager, Finance Data & Systems to uncover and implement systems and automation solutions across the Finance organization. This individual contributor will research and discover AI applications in finance and architect and own the automation infrastructure for reporting revenue, billing, cash flow, and financial results. The role sits at the intersection of Finance, Data, and Operations, designing workflows and dashboards, reducing reconciliation risk, and providing visibility into invoicing, collections, and revenue flows. The Finance team builds many of its own tools, including payout engines, reconciliation workflows, reporting, and agents for recurring analysis. The role is expected to approach problems with AI where appropriate while ensuring human review when outputs could affect financial transactions. The person will own Finance systems and data integrity across connected platforms, improve reconciliations and reporting, automate costly manual workflows, and partner with the Data team. They will also evaluate systems as Savvy scales and establish controls, access permissions, audit trails, and documentation for financial data and processes.
Requirements
- At least 5 years of experience in Finance, Finance Operations, RevOps, BizOps, or a highly analytical function within a fintech.
- Strong knowledge of AI and data infrastructure frameworks, tools, and methodologies.
- Fluency in scripting (such as Python), SQL, and advanced Excel or Sheets.
- Experience stitching data across multiple systems, such as CRM, ERP, payment platforms, and internal databases.
- Experience building or significantly improving financial reporting, reconciliation, or revenue data systems.
- Strong analytical ability and comfort working with large, complex datasets.
- Exceptional attention to detail and precision in financial environments where accuracy is critical.
- Strong organizational skills and ability to manage multiple complex workstreams simultaneously.
- Self-directed approach and ability to identify structural problems proactively.
Nice To Haves
- Startup experience and/or experience implementing AI.
- Experience in wealth management, fintech, or custodial billing environments.
- Familiarity with Rillet, Campfire, NetSuite, QuickBooks, Salesforce, or financial system migrations.
- Experience building data models for board-level or investor reporting.
- Experience supporting audit processes or designing financial controls.
Responsibilities
- Diagnose process breakdowns and design predictable reconciliation processes with documented variance logs, automated matching, and exception reporting.
- Own the integrity of data flowing across Finance systems, including custodian exports, CRM, billing, CPQ, commissions, payments, and the ERP.
- Establish and report metrics for reconciliation health, including unreconciled balance, aged variances, and time to close.
- Ensure pricing, quoting, and commission data tie back to billing and revenue recognition and support Finance reporting needs.
- Replace high-cost manual workflows with durable automation using AI tools, scripting, SQL, or configuration, prioritizing by risk reduction and time saved.
- Serve as Finance's primary partner to the Data team by defining requirements, prioritizing requests, and seeing work through deployment.
- Evaluate new tools and system changes as the company scales and build business cases for investment.
- Design controls, access permissions, and audit trails for financial data, particularly figures determining revenue or payouts.
- Document system architecture, data flows, and processes.
- Support audit requests related to systems, reconciliations, and automated controls.
Benefits
- Competitive salary and equity package.
- Generous relocation package for talent moving to the NYC office.
- Unlimited PTO and paid company holidays.
- Medical, dental, and vision plans.
- Company 401(k), including Mega backdoor Roth options.
- Commuter benefits.
- HSA/FSA plans.
- Lunch and snacks in the office, and dinner if staying late.
- Virtual mental health care through Spring Health.
- Health concierge through Rightway.
- Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues through Guardian WorkLifeMatters EAP.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
