Finance Systems & Process Optimization Manager

Role Overview

• Own the end-to-end lifecycle of financial systems (ERP, accounting platforms, reporting tools, POS integrations, etc.)
• Define and execute product roadmaps aligned with Finance and business objectives.
• Balance operational support, enhancements, and strategic initiatives to maximize business value.
• Define KPIs and success metrics related to system performance, financial accuracy, and user adoption.
• Partner with Finance, Accounting, and Operations teams to understand workflows, reporting needs, and pain points.
• Analyze financial processes (GL, AP/AR, billing, reporting, reconciliations) and identify system optimization opportunities.
• Translate business requirements into user stories, workflows, and system configurations.
• Ensure data integrity, auditability, and compliance within financial systems.
• Support financial reporting, data validation, and reconciliation processes.
• Provide hands-on administration, configuration, and support for financial and related SaaS systems.
• Troubleshoot system issues and coordinate resolution with IT and vendors.
• Manage system upgrades, releases, and enhancements.
• Maintain system documentation, data mappings, and process flows.
• Support user access, roles, and security governance.
• Manage backlog, prioritization, and delivery using Jira or similar tools.
• Lead sprint planning, backlog grooming, and cross-functional coordination.
• Oversee testing (UAT), data validation, and post-release support.
• Manage dependencies, risks, and change impacts across teams.
• Act as primary liaison between Finance, IT, Operations, and external vendors.
• Communicate system changes, priorities, and impacts effectively to stakeholders.
• Provide day-to-day leadership, mentoring, and coaching to Product Administrators or junior product team members.
• Support onboarding, skill development, performance feedback, and career progression for team members.
• Set clear expectations, delegate effectively, and foster accountability and collaboration.
• Partner with vendors on roadmap alignment and issue resolution.
• Drive adoption of new features and process improvements.
• Identify opportunities to simplify workflows and improve efficiency.
• Promote a culture of ownership, accountability, and continuous improvement
• Performs other related duties as assigned.

Requirements

• Bachelor’s degree in Information Technology, Business, Finance, Accounting, or related field (or equivalent experience).
• 4–7+ years of experience in financial systems, business applications, or product management roles.
• Strong understanding of financial processes (GL, AP/AR, reporting, reconciliations).
• Experience with ERP systems or financial platforms (e.g., Sage
• preferred, Workday, NetSuite, Oracle, Dynamics, etc.)
• Background in Finance, Accounting, or Financial Systems Analysis
• Experience with data/reporting tools (Power BI, SQL, etc.)
• Experience supporting audits or compliance processes.
• Experience owning systems or products from intake through delivery and support.
• Strong analytical and problem-solving skills with attention to data accuracy.
• Experience gathering requirements and translating them into technical solutions.
• Proficiency with Jira or similar tools for backlog and delivery management.
• Excellent communication skills across technical and non-technical stakeholders.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience working with SaaS systems, integrations, and reporting tools preferred.

Tech Stack

• ERP
• Oracle
• SQL

Benefits

• Health Coverage – Medical, Dental and Vision
• Voluntary Life/AD&D, Short-Term and Long-Term Disability, Critical Illness
• 401(k)
• Paid Time Off
• Wellness Programs
• Additional Perks