Business Process Lead, Finance & Corporate Services

Jobicy; United States; Remote; USD 120,000 - 190,000; Full time

Job summary

Kaseya seeks a Business Process Lead, Finance & Corporate Services to own end-to-end design of financial and administrative back-office processes. You will map, design, and govern capabilities across Record to Report, Procure to Pay, tax, HR, and sales compensation, partnering with Finance, HR, and Tech teams.

This hands-on IC role focuses on standards, prioritization, and driving improvements across diverse domains, with close collaboration to ensure adoption and delivery success.

Qualifications

• Hands-on experience designing or improving month-end close and record-to-report processes in a multi-entity ERP environment.
• 5+ years of experience in business process design, business analysis, business architecture, or operations in a relevant domain.
• Demonstrated experience decomposing business capabilities into detailed, multi-level structures.
• Strong facilitation skills with cross-functional stakeholders, including experience at Controller/Finance director level.
• Experience translating requirements into system requirements for a technical delivery team and strong documentation habits.

Responsibilities

• Own and maintain decomposition of Record to Report, Direct Tax, Procure to Pay, and more, with evolving standards.
• Lead structured working sessions with Finance, HR, Procurement, and Supply Chain to map today and design future processes.
• Translate designs into system requirements and partner through design, build, and testing with engineering leads.
• Support parallel delivery tracks: current systems and next-gen platform, embedding lessons learned.
• Own change management, enablement, and adoption, including readiness, training, and post-launch verification.
• Define and report process performance metrics to prove effectiveness and adoption.
• Maintain agreements at shared boundaries to ensure explicit handoffs between value streams.

Skills

Month-end close

Record to Report

Business process design

Facilitation skills

Documentation habits

Tools

Oracle

NetSuite

Oracle EPM

FloQast

CaptivateIQ

Job description

About Kaseya

Kaseya is the leading provider of AI-powered IT management and cybersecurity software, serving Managed Service Providers (MSPs) and internal IT organizations worldwide. Our comprehensive platform helps organizations efficiently manage, secure, and automate their IT environments, driving operational efficiency and long-term business success.

Backed by Insight Partners, a leading global software investor, Kaseya has experienced sustained double-digit growth and continues to expand its global footprint. Today, Kaseya supports customers in more than 20 countries and manages over 15 million endpoints worldwide.

Founded in 2000, Kaseya was built by builders – and we’re still building. We look for people who create rather than wait, who see a hard problem and lean in, and who treat challenges as raw material. At Kaseya, everyone plays a role in shaping the future of IT: whether you’re in engineering, product, sales, marketing, customer support, or operations, your work helps protect, defend, and optimize IT environments across the globe.

We’re building teams that grow, perform, and make an impact. If you’re driven by the itch to make things better – a product, a process, a career – you’ll fit right in.

At Kaseya, we don’t just raise the bar. We build it.

Position Summary

The Business Process Lead, Finance & Corporate Services owns the end-to-end design of our financial and administrative back-office processes — financial close and reporting, procurement, tax, supply chain operations, hardware fulfillment, human resources operations, and sales compensation administration. This scope is intentionally broad rather than a single linear process flow, spanning several distinct domains that share a finance and administrative reporting line rather than a common process sequence. The role is the connective tissue between Finance, HR, and Supply Chain leadership and the technology teams that build supporting systems.

Importantly, this role owns the business capabilities in this scope — their definition, design, decomposition, and governance — in close partnership with the business teams that operate the underlying functions day to day. It does not own those functions themselves; success depends on heavy partnership with business and technology leads rather than on direct authority. This is a hands‑on, individual‑contributor role: the person hired personally facilitates working sessions, maps processes, writes requirements, and stays engaged through delivery and adoption. It also sits within a newly created function whose standards and operating rhythm are still being defined. Deep specialist expertise in every domain within this scope is not expected; the ability to establish consistent standards, prioritize effectively, and drive improvement across genuinely different process areas is the core skill this role requires.

Key Responsibilities

• Own and continuously maintain a detailed (L2/L3) decomposition of Record to Report, Direct Tax and Tax Compliance, Procure to Pay, Supply Chain Operations, hardware fulfillment, Hire to Retire, and Sales Compensation Management capabilities, keeping documentation accurate as the operating model and systems landscape evolve, and using standards shared across the Business Process Lead team.
• Facilitate structured working sessions with Finance, HR, Procurement, and Supply Chain stakeholders to document how processes work today and design how they should work going forward, producing process maps, documented decisions, and requirements a technical team can act on without extensive follow‑up.
• Translate future‑state process designs into system requirements, partner with Product Owners and Engineering Leads through design, build, and testing, and confirm that what gets delivered reflects the intended process design.
• Support two parallel delivery tracks — current, in‑production systems and the next‑generation platform build — correctly identifying which track an incoming request belongs to, and ensuring lessons learned in day‑to‑day operations are reflected back into documentation and forward‑looking design work.
• Own change management, enablement, and adoption for process changes in this value stream — stakeholder impact assessment, readiness planning, training materials, and post‑launch verification that new processes are being used as intended — and define and report the process performance metrics that show whether they are working.
• Hold and maintain documented agreements at shared boundaries with peer Business Process Leads, so handoffs between value streams are explicitly agreed rather than assumed.
• Own the capability design for sales compensation from an approved sales quota forward — plan administration, crediting rules, attainment calculation, dispute resolution, commission expense accrual, and the payout handoff to payroll — partnering with the Sales Compensation and Payroll teams who execute it.
• Own the capability design for hardware fulfillment — provisioning, warehouse and inventory management, returns, and warranty — and for Hire to Retire, including onboarding, self‑service, HR helpdesk, absence, and performance management, partnering with the Supply Chain, Fulfillment Operations, HR, and People Operations teams who run them.

Required Qualifications

• Hands‑on experience designing or improving month‑end close and record‑to‑report processes in a multi‑entity ERP environment.
• 5+ years of experience in business process design, business analysis, business architecture, or operations in a relevant domain.
• Demonstrated experience decomposing business capabilities into detailed, multi‑level structures.
• Strong facilitation skills with cross‑functional business stakeholders, including experience working at a Controller or Finance director level.
• Experience translating business process requirements into system requirements for a technical delivery team, along with strong documentation habits.

Preferred Qualifications

• Experience with physical fulfillment and supply chain process design — warehouse, inventory, returns processing, and warranty management.
• Sales compensation process design experience, including plan administration, crediting, attainment, dispute resolution, and commission accounting.
• Procure‑to‑pay process design experience, including intake, approval routing, supplier onboarding, and three‑way match controls.
• Direct tax process and statutory reporting experience in a multi‑jurisdiction environment.
• HR operations process design experience, including onboarding, self‑service, helpdesk operations, and performance cycle management.
• Treasury and cash management process design experience.
• Experience with Oracle (accounting, inventory, and accounts payable modules), NetSuite, Oracle EPM, close management tooling such as FloQast, and incentive compensation platforms such as CaptivateIQ.

Additional information

Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.