A growing, multi-entity organization is seeking a hands-on Financial Systems leader to own and evolve its finance technology environment. This role will be responsible for the architecture, configuration, optimization, and ongoing support of the company’s ERP and related financial applications.
Sitting at the intersection of Accounting, Finance, IT, and Data, this individual will ensure financial systems are designed to support complex accounting requirements, efficient transaction processing, strong internal controls, and accurate management and financial reporting.
This is not solely a systems strategy role. The successful candidate will be comfortable working directly within the ERP, troubleshooting issues, improving configurations, and developing solutions while also establishing the longer-term financial systems roadmap.
The ideal candidate combines a strong accounting foundation with deep financial systems expertise and understands how accounting requirements translate into system design and functionality.
This is a full-time, on-site position in the San Francisco Bay Area.
Key Responsibilities
- Own the overall financial systems environment and serve as the primary subject matter expert for Finance and Accounting technology.
- Develop and execute a scalable financial systems roadmap aligned with business growth and evolving reporting requirements.
- Translate complex accounting requirements into practical system configurations, workflows, and controls.
- Evaluate existing processes and identify opportunities to improve efficiency, scalability, automation, and reporting capabilities.
- Serve as a key liaison between Accounting, Finance, IT, Data, and other business functions.
- Lead the design, configuration, administration, and continuous improvement of the company’s ERP platform.
- Maintain an ERP structure capable of supporting multiple legal entities, currencies, reporting structures, and accounting bases.
- Configure and optimize areas including:
- Chart of accounts
- Financial dimensions and segments
- Workflows and approvals
- Consolidations
- Intercompany activity
- Ensure system architecture remains scalable as the organization and its reporting requirements become more complex.
Finance Technology & Integrations
- Oversee the broader finance technology ecosystem, including tools supporting:
- Procure-to-pay
- Travel and expense
- Billing and revenue
- Account reconciliations
- Planning and forecasting
- Data and analytics
- Manage integrations between the ERP and upstream/downstream applications.
- Partner with IT and Data teams to maintain consistent, accurate information across platforms.
- Troubleshoot integration failures, data discrepancies, system defects, and reconciliation issues.
- Assess emerging technologies, including AI, workflow automation, and robotic process automation, for appropriate Finance applications.
Accounting & Close Support
- Partner closely with Accounting leadership to ensure system configurations appropriately support GAAP and company accounting policies.
- Translate technical accounting requirements into sustainable system functionality.
- Support complex accounting areas including:
- Revenue recognition
- Lease accounting
- Consolidations
- Intercompany transactions
- Improve close processes through automation, reconciliations, standardized workflows, and system integrations.
- Maintain reliable audit trails and documentation supporting system-generated financial information.
Process Improvement & Automation
- Drive automation throughout the financial lifecycle, particularly across order-to-cash, procure-to-pay, and record-to-report processes.
- Identify manual processes that can be eliminated, standardized, or redesigned.
- Improve the accuracy, availability, and usability of financial data.
- Develop scalable solutions that reduce operational risk and increase Finance team productivity.
- Serve as both a strategic leader and hands-on financial systems expert.
- Directly configure systems, investigate issues, test solutions, and oversee enhancements.
- Lead system implementations, upgrades, and optimization initiatives.
- Establish prioritization processes for enhancements and support requests.
- Manage third-party consultants and external system resources when appropriate.
- Lead a distributed financial systems support team responsible for system administration, issue resolution, and enhancements.
- Establish service expectations, escalation procedures, workflows, and prioritization standards.
- Develop an operating model capable of supporting a growing and increasingly complex organization.
- Provide coaching, guidance, and technical direction to team members.
Controls, Governance & Audit Support
- User access
- Segregation of duties
- Change management
- System documentation
- Data integrity
- Audit readiness
- Partner with Finance, Accounting, IT, and business stakeholders to maintain appropriate controls over systems that feed financial reporting.
- Support internal and external audit requests related to financial systems, system-generated reports, and controls.
User Enablement
- Develop documentation, procedures, and best practices for Finance and Accounting users.
- Provide training on financial applications, workflows, and reporting capabilities.
- Promote stronger adoption of available system functionality and encourage continuous process improvement.
Qualifications
- Bachelor's degree in Accounting, Finance, Information Systems, Business, or a related discipline.
- CPA, graduate degree, or other relevant professional certification is a plus.
- 8+ years of progressive experience spanning financial systems, accounting operations, ERP administration, finance transformation, or related areas.
- Deep hands-on experience administering and optimizing a major ERP platform such as NetSuite, Oracle, SAP, Microsoft Dynamics, or a comparable enterprise system.
- Strong understanding of accounting and finance processes, including:
- Consolidations
- Revenue recognition
- Lease accounting
- Intercompany accounting
- Procure-to-pay
- Order-to-cash
- Internal controls
- Experience integrating ERP platforms with complementary finance applications for procurement, expenses, reconciliations, planning, billing, reporting, and analytics.
- Experience supporting a complex, multi-entity or rapidly growing organization.
- Experience participating in or leading an ERP implementation, finance transformation, or significant systems redesign.
- Experience managing remote, offshore, outsourced, or geographically distributed resources.
- Strong understanding of data flows between operational systems, subledgers, the general ledger, and reporting environments.
- Ability to move comfortably between high-level strategy and detailed system configuration.
- Strong problem-solving skills and a highly hands-on, solutions-oriented approach.
- Ability to manage multiple priorities and partner effectively with Accounting, Finance, IT, Data, and senior leadership.
Ideal Background
The strongest candidate will likely have started their career in Accounting or Finance and subsequently developed deep expertise in ERP administration and financial systems. They should be equally comfortable discussing technical accounting requirements with a Controller and working directly inside an ERP to determine how those requirements should be configured.
Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance