Manager, Finance Systems

Goosehead Insurance Agency LLC; Westlake (TX); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health insurance

401K Matching

Employee Stock Purchase Plan

Paid holidays

Wellness programs

Job summary

Goosehead Insurance is seeking a seasoned Manager of Finance Systems to lead, architect, and scale our back‑office financial platforms. You will own NetSuite, Coupa, and Alteryx while partnering with Accounting, FP&A, and IT to automate workflows and strengthen data integrity.

You will drive system upgrades, ensure SOX controls, and mentor teams across finance functions to enable accurate reporting and efficient processes in a fast-paced environment.

Qualifications

• 7+ years of experience in finance systems, ERP administration, or finance operations technology.
• Deep hands-on expertise administering NetSuite, Coupa, and Alteryx.
• Proven experience owning finance system roadmaps.
• Strong prioritization skills with the ability to communicate tradeoffs, risks, and recommendations to senior leadership.
• Experience designing and supporting integrations, enterprise data platforms, and reporting tools

Responsibilities

• Own and administer core finance systems including NetSuite, Coupa, Alteryx, Omnea, and Workiva, ensuring stability, performance, and scalability.
• Manage finance system configurations, environments, integrations, user access, security, and vendor relationships.
• Serve as the primary point of contact for finance system support, troubleshooting, end‑user training, and platform enablement across Accounting, FP&A, AP, AR, and Procurement teams.
• Support Finance Operations through timely issue resolution, root cause analysis, process guidance, and continuous system improvement.
• Design, maintain, and optimize integrations, APIs, ETL processes, and financial data pipelines across enterprise platforms.
• Ensure financial data integrity, reconciliation, governance, and compliance across systems.
• Partner with Finance, IT, and Enterprise Data teams to deliver reporting, dashboards, analytics, and process improvements.
• Lead system upgrades, enhancements, testing, deployments, and change management initiatives across the finance technology ecosystem.
• Enforce SOX controls, audit requirements, segregation of duties, and system security standards to maintain a strong control environment.
• Drive automation, workflow optimization, and scalable process improvements scripting and automation tools

Job description

About Goosehead

Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members.

Job Summary Finance Operations

Finance Operations is the architectural backbone of Goosehead’s finance and accounting organization. We design, build, and optimize the processes and systems that transform back-office finance operations into highly automated and scalable strategic capabilities. The Manager, Finance Systems serves as the lead technical architect and steward of Goosehead’s financial technology ecosystem, ensuring the reliability, integrity, scalability, and effective adoption of critical finance platforms. This is a high-impact individual contributor role for a seasoned leader who excels in complex system environments, data-driven problem solving, hands‑on technical ownership, and cross-functional partnership. This role owns the end‑to‑end lifecycle of our back‑office finance platforms supporting revenue recognition, accounting, finance, and procurement operations. The primary objective of the role is to continuously evolve manual and fragmented workflows into streamlined, automated, scalable, and well‑controlled business processes. The Manager, Finance Systems is responsible for maintaining system stability, strengthening data integrity, and designing scalable architecture that supports operational excellence across the CFO organization. This role also serves as the primary point of contact for finance system administration, end‑user technical support, platform training, and process enablement to ensure business users leverage financial systems effectively and consistently. This position partners closely with Accounting, FP&A, Procurement, and Internal Audit teams to enhance and support platforms including NetSuite, Coupa, Alteryx, and Workiva, while collaborating with Goosehead’s IT and Data organizations to leverage enterprise technologies such as Snowflake, Tableau, Power BI, Salesforce, and Workday.

Principal Duties and Responsibilities

• Own and administer core finance systems including NetSuite, Coupa, Alteryx, Omnea, and Workiva, ensuring stability, performance, and scalability
• Manage finance system configurations, environments, integrations, user access, security, and vendor relationships
• Serve as the primary point of contact for finance system support, troubleshooting, end‑user training, and platform enablement across Accounting, FP&A, AP, AR, and Procurement teams
• Support Finance Operations through timely issue resolution, root cause analysis, process guidance, and continuous system improvement
• Design, maintain, and optimize integrations, APIs, ETL processes, and financial data pipelines across enterprise platforms
• Ensure financial data integrity, reconciliation, governance, and compliance across systems
• Partner with Finance, IT, and Enterprise Data teams to deliver reporting, dashboards, analytics, and process improvements
• Lead system upgrades, enhancements, testing, deployments, and change management initiatives across the finance technology ecosystem
• Enforce SOX controls, audit requirements, segregation of duties, and system security standards to maintain a strong control environment
• Drive automation, workflow optimization, and scalable process improvements scripting and automation tools

About You / Experience and Education

Fluent in both Finance and Technology concepts with the ability to translate between accounting requirements (GAAP, SOX, controls) and technical system design (APIs, integrations, and data models) across the CFO organization. Possess an architectural mindset with strong analytical skills and the ability to identify process gaps, control weaknesses, and points of failure within complex financial systems and integrations. Highly independent and self‑directed, with the ability to navigate cross‑functional environments, influence stakeholders, and drive finance systems strategy with minimal oversight. Demonstrated technical aptitude partnering with Engineering, IT, and Data teams to design scalable integrations, automation frameworks, and system logic that maintain strong data integrity and operational reliability. Proven ability to collaborate across business functions to ensure upstream operational and product changes are accurately reflected within downstream financial systems, reporting, and the general ledger.

Basic Qualifications

• 7+ years of experience in finance systems, ERP administration, or finance operations technology.
• Deep hands‑on expertise administering and optimizing NetSuite, Coupa, and Alteryx.
• Proven experience owning finance system roadmaps
• Strong prioritization skills with the ability to communicate tradeoffs, risks, and recommendations to senior leadership
• Experience serving in a technical role on multiple ERP or enterprise finance system implementations.
• Experience designing and supporting integrations, enterprise data platforms, and reporting tools

Required Skills and Abilities

• Advanced technical expertise in Coupa administration, configuration, procurement workflows, and platform support
• Advanced technical expertise in Alteryx workflow development, automation, and data transformation processes
• Advanced technical expertise in NetSuite administration, financial modules, saved searches, workflows, and system configuration
• Strong proficiency with SQL, Python, or similar scripting and data analysis tools
• Experience working with APIs, ETL processes, middleware platforms, and enterprise system integrations
• Strong understanding of accounting operations, financial controls, audit requirements, and finance business processes
• Ability to troubleshoot complex system and data issues through root cause analysis and structured problem solving
• Strong communication, documentation, end‑user support, and cross‑functional collaboration skills
• Ability to manage multiple priorities and drive initiatives independently within a fast‑paced environment

Benefits Summary

• High quality voluntary health, vision, disability, life, and dental insurance programs
• 401K Matching Plan
• Employee Stock Purchase Plan
• Paid holidays, vacation, and sick leave
• Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness
• Financial Solution Program

Equal Employment Opportunity: Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job‑related factors, such as qualifications, experience, performance, and availability.

Since 2003, Goosehead has been changing the face of the insurance industry and making the search for great coverage a piece of cake. We’re committed to finding the best policies and rates, and that starts with our team. Our people are smart, inclusive, hungry for success, and strive everyday to win. There is noble purpose in all our efforts. The work we do matters. Not only are we fixing a broken industry, we get to win professionally and financially while doing it. If you think you have what it takes to grow with our company, we would love to meet you.