Financial Systems Manager

National-Cooperative-Bank; Arlington (VA); Hybrid; USD 140,000 - 190,000; Full time

Job summary

National Cooperative Bank is seeking a Financial Systems Manager to provide strategic leadership and governance over our Finance technology portfolio. You will shape the multi-year roadmap, align investments with business priorities, regulatory expectations, and risk management, reporting to the SVP of Corporate Finance.

You will lead cross-functional delivery across Accounting, Treasury, FP&A, IT, Security, PMO, Vendor Management, Risk, and Internal Controls.

Qualifications

• Ten or more years of progressive experience across Finance and Financial Systems, preferably in regulated financial services.
• Demonstrated success leading Finance technology strategy, governance, and enterprise initiatives.
• Strong knowledge of accounting principles, financial close, regulatory reporting, budgeting, forecasting, and controls.
• Proven experience aligning Finance stakeholders with technical teams and leading cross-functional portfolios.
• Knowledge of SOC 1/2, ITGCs, and control frameworks in financial systems.
• Excellent executive communication and stakeholder management.

Responsibilities

• Develop and refine a multi-year roadmap for Finance systems and projects.
• Lead Finance system implementations, upgrades, integrations, and changes with governance.
• Coordinate with the Business Systems Analyst on prioritizing projects.
• Evaluate costs/benefits and identify operational improvements from features.
• Identify opportunities to retire redundant applications as new systems roll out.
• Prepare annual budget and forecasts for Finance system projects.
• Advise on priorities, investments, risks, and modernization for executives.
• Represent Finance in governance, architecture, security, and risk activities.
• Coordinate with Vendors, Legal, and PMO for contracts and renewals.
• Lead vendor compliance reviews and SOC reports for Finance systems.
• Drive reports improvements and user experience enhancements.
• Work with IT to resolve performance issues and drive automation initiatives.

Skills

Finance systems governance

Strategic leadership

Regulatory compliance

Vendor management

Cross-functional collaboration

Data analytics / AI

Education

Bachelor’s degree in Finance / Information Systems

Advanced degree preferred

Tools

SAP ERP

Oracle

IT governance tools

Job description

The Financial Systems Manager provides strategic leadership and governance oversight for the financial systems that enable the Finance organization to meet its operational excellence objectives. Reporting to the Senior Vice President, Corporate Finance Manager, this leader shapes the Finance technology agenda, advises executive stakeholders, and directs a multi-year roadmap that aligns investments with business priorities, regulatory expectations, risk management, and scalable growth. The role is accountable for the effectiveness of the Finance systems portfolio, and leads cross-functional delivery across Accounting, Treasury, Financial Planning & Analysis (FP&A), Internal Audit, Information Technology (IT), Information Security, Project Management Office (PMO), Vendor Management, Risk Management. The Business Systems Analyst is a direct report to this position.

Role Responsibilities:

• Develop and continually refine a multi-year roadmap of future enhancements and/or version upgrades, along with project priority rankings and projected start, milestone, and end dates for all systems supporting the Finance team.
• Serve as business lead for Finance system implementations, upgrades, enhancements, integrations, vendor-supported changes, and technology initiatives while making sure they are appropriately reviewed, assessed, documented, tested, approved, and implemented in coordination with IT, Information Security, PMO, Vendor Management, and other applicable governance functions.
• Closely coordinate with the Business Systems Analyst on managing and prioritizing projects and initiatives.
• Collaborate with vendors and Finance team members to identify and evaluate the costs, benefits, and potential operational efficiencies associated with implementing currently unused features within deployed systems.
• Evaluate existing systems for overlap in functionality and identify opportunities to retire redundant applications as core systems introduce new features and capabilities.
• Prepare the annual budget and financial forecasts for Finance system projects and partner with IT to assess whether third-party project assistance is required.
• Serve as a trusted advisor to Finance and technology leaders; provide guidance on Finance technology priorities, investments, risks, operational improvements, and modernization opportunities; and translate complex technology, data, risk, and investment considerations into clear explanations and recommendations for executive and non-technical audiences.
• Serve as the business lead for Finance applications and represent Finance in governance, architecture, security, project, change management, vendor management, business continuity, and risk management activities involving Finance systems.
• Coordinate with Finance team leaders, Vendor Management, and Legal for contract renewals and amendments for the suite of Finance systems.
• Serve as Finance’s point of contact with Vendor Management and Internal Controls for periodic vendor compliance assessments, including review of System and Organization Controls (SOC) reports for Finance systems.
• Coordinate with Finance team members on enhancing or developing new system-generated reports, and with improving the user experience, productivity, and cost effectiveness of Finance systems.
• Work directly with vendors and IT to resolve any performance issues.
• Lead continuous improvement and innovation initiatives within Finance systems by leveraging intelligent automation, artificial intelligence (AI), advanced data analytics, and emerging technologies to enhance efficiency, reporting, and decision-making.

Minimum Qualifications:

• Ten or more years of progressive experience across Finance, Accounting, and Financial Systems, preferably within a regulated financial services environment.
• Demonstrated success leading Finance technology strategy, systems governance, and enterprise technology initiatives supporting Finance functions.
• Strong knowledge of accounting principles, financial close, financial and regulatory reporting processes, budgeting, forecasting, and controls, and adept at translating business requirements into technology solutions.
• Proven experience serving as a strategic liaison between Finance stakeholders and technical teams and leading cross-functional project portfolios.
• Working knowledge of application lifecycle management, project governance, enterprise architecture governance, information security controls, data governance, vendor risk management, and change management practices within a regulated financial services environment, including the ability to coordinate effectively across multiple governance and control functions.
• Knowledge of enterprise accounting systems, financial reporting applications, planning and budgeting solutions, data integration, and workflow automation.
• Knowledge of vendor risk management practices, SOC 1 and SOC 2 reports, IT general controls (ITGCs), application controls, and control frameworks relevant to financial systems.
• Excellent executive communication, stakeholder management, business acumen, strategic thinking, and a hands‑on, solution‑oriented approach to execution.
• Proficient in productivity, business intelligence, automation, and AI‑enabled tools, with an understanding of AI use cases, governance considerations, operational risks, and controls applicable to finance processes and systems.
• Prior supervisory or people leadership experience.

Education:

Bachelor’s degree is required.

An advanced degree in Business, Information Systems, Finance, and/or Business Analytics is preferred.

Certifications:

Professional certifications in Finance, Treasury, Accounting, and/or Project Management are preferred.

Hybrid – Employees will work from both remote and onsite locations. Employees must live within a reasonable commuting distance of the office and are required to be on‑site at least two (2) days per week, specifically on Tuesdays and Wednesdays. Certain positions or business needs may require additional in‑office days.

General Notice:

This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job‑related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.

AA/EOE

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.