Director Financial Systems

Relativity; Texas; Hybrid; USD 158,000 - 236,000; Full time

Job summary

Relativity is seeking a Director to lead the systems team responsible for administration of key financial and business applications (Workday, Zuora, Adaptive) to enable accurate, automated financial processes across multi-entity operations.

You will own design, governance, and roadmap of finance systems, drive SOX controls, AI-enabled finance initiatives, and collaborate with IT, security and finance partners to support growth and international reporting.

Qualifications

• Bachelor’s degree in information systems, accounting, finance or related field is required.
• Experience leading cloud-based financial systems implementation and administration (ERP/CRM) and tools like SQL and BI is required.
• Strong knowledge of US GAAP, ASC 606, and the financial close process.
• Proven project management experience and ability to manage multiple projects.
• Strong analytical, organizational, and communication skills; customer-focused.

Responsibilities

• Own the design, delivery, and maintenance of financial systems and data (e.g., accounting, order-to-cash, procure-to-pay, budgeting).
• Develop and maintain policies for financial system operations, data management, and reporting.
• Ensure accuracy and integrity of financial data and compliance with regulations and standards.
• Optimize system functionality and integration across financial processes.
• Oversee SOX controls and IT general controls; partner with auditors and security teams.
• Lead AI initiatives in finance to improve processes and governance.
• Support ASC 606 revenue recognition, usage data flow, and data quality controls.
• Maintain a multi-year financial systems roadmap, budget, and vendor strategy.
• Collaborate with BI to design data lake for finance data and reporting.

Skills

Project management

Leadership

Analytical thinking

Verbal/written communication

Team coaching

Adaptability

Education

Bachelor’s degree in information systems, accounting, finance or related field

CPA, MBA or other advanced degree or certification

Tools

SQL

BI tools

Job description

Job Overview

Relativity is looking for a Director to lead the systems team that manages and oversees the administration of key financial and business applications (e.g., Workday, Zuora, Adaptive, etc.) to make the finance organization successful. This position will play a critical part in the design and architecture of scalable finance systems to support the Company’s financial data, business process, automation, and growth initiatives. As Relativity’s cloud business scales, the role will ensure that usage-based billing, revenue recognition and financial reporting remain accurate, auditable, and highly automated. The role will report to the VP Accounting and work closely with IT, security, and other cross-functional teams. The role will also support the Company’s international (multi-entity, multi-currency) operations, reporting and compliance.

Posting Type

Hybrid/Remote

Job Overview

Relativity is looking for a Director to lead the systems team that manages and oversees the administration of key financial and business applications (e.g., Workday, Zuora, Adaptive, etc.) to make the finance organization successful. This position will play a critical part in the design and architecture of scalable finance systems to support the Company’s financial data, business process, automation, and growth initiatives. As Relativity’s cloud business scales, the role will ensure that usage-based billing, revenue recognition and financial reporting remain accurate, auditable, and highly automated. The role will report to the VP Accounting and work closely with IT, security, and other cross-functional teams. The role will also support the Company’s international (multi-entity, multi-currency) operations, reporting and compliance.

Job Description And Requirements

• Own the design. delivery, and maintenance of financial systems and data including but not limited to: accounting, order-to-cash, procure-to-pay, and budgeting platforms.
• Develop, implement and maintain policies and procedures for financial system operations, data management, and reporting.
• Oversee the accuracy and integrity of financial data in systems, ensuring compliance with relevant regulations and accounting standards.
• Optimize system functionality and drive tight integration across financial processes.
• Oversee system control environment and establish SOX compliant controls and frameworks
• Own IT general controls for in-scope financial systems (access management, change management, segregation of duties, vendor SOC reports) and partner with auditors, IT and security on control testing and remediation.
• Champion the accounting and finance organization’s AI initiatives to help drive design, adoption and AI-managed tasks and projects, including leveraging native application functionality, Claude-driven processes and evaluation of other available AI platforms and technologies.
• Establish governance for AI use in finance workflows, including human review, data privacy, auditability and SOX control considerations.
• Support the flow of customer usage data from the RelativityaiR production environment through metering and rating to customer billing and revenue recognition (ASC 606), including usage reconciliation and data-quality controls.
• Maintain a multi-year financial systems roadmap, budget and vendor strategy, and support acquisition integration and new-entity setup.
• Partner with the IT business intelligence team to design, co-own and maintain the data lake for financial data to support advanced reporting needs and data integration.
• Stay updated on industry best practices and emerging technologies to recommend and implement innovative solutions.
• Collaborate with finance, revenue operations, procurement, global business operations and other teams to understand their needs and align financial systems with overall business objectives.
• Provide coaching, mentorship, and guidance to team members, fostering professional growth and development.
• Exercise sound judgment and make independent decisions.

Minimum Qualifications

• Bachelor’s degree in information systems, accounting, finance or related field.
• Demonstrated experience leading the implementation and administration of cloud-based financial systems (e.g., ERP, CRM) and tools (e.g., SQL, BI tools).
• Strong working knowledge of US GAAP, revenue recognition (ASC 606) and the financial close process.
• Strong project management experience, ability to manage multiple projects simultaneously and adaptable to changing priorities and evolving responsibilities.
• Strong analytical and organizational skills, verbal and written communications skills, and strong customer orientation.
• Proven experience building, leading and developing a team, and the ability to coach and mentor direct reports.
• Ability to work efficiently under pressure, drive projects to completion and meet deadlines.
• Flexibility and the ability to adapt quickly to shifting company or team goals.

Preferred Qualifications

• CPA, MBA or other advanced degree or certification (e.g., CISA, PMP).
• Experience supporting multi-entity, multi-currency international operations.
• Hands-on experience applying AI/LLM tools to finance workflows (e.g., close, reconciliation, reporting or control testing).
• Experience working in a SaaS or cloud software company.
• Experience with usage-based (consumption) billing and revenue recognition at scale.
• Experience in a SOX-compliant environment.
• Experience with a Workday environment, including Workday Financials as an ERP.
• Experience with Zuora (Billing and Revenue).

Relativity is committed to competitive, fair, and equitable compensation practices.

This position is eligible for total compensation which includes a competitive base salary, an annual performance bonus, and long-term incentives.

The expected salary range for this role is between following values:

$158,000 and $236,000

The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity. Hiring at the top end of the range would not be typical, to allow for future meaningful salary growth in this position.

Required Skills

Application Development, Budget Management, Cloud Computing, Cybersecurity, Data Management, DevOps, Information Technology Operations, Project Management, Software Development, Vendor Management