The Financial Systems Lead oversees the implementation, integrity, and effective operation of the company’s FP&A systems and related financial technologies. This role executes and maintains the financial systems roadmap in alignment with Finance leadership and IT, ensuring reliable data, scalable processes, and strong user adoption. The Financial Systems Lead provides functional leadership to Financial Systems Analysts and serves as a key partner to Finance, IT, and cross‑functional stakeholders to continuously improve planning, forecasting, and reporting processes.
The ideal candidate brings strong experience with a financial planning software or similar planning and budgeting tools and has worked in mid- to large-sized organizations with complex financial structures. They possess advanced Microsoft Excel skills, experience with ERP systems and financial data integrations, and a working knowledge of SQL or other data integration tools. A solid understanding of budgeting, forecasting, consolidation, and reporting processes is essential. Prior project or functional leadership experience is preferred, along with strong analytical abilities, clear communication, and the ability to collaborate effectively across cross-functional teams.
MINIMUM REQUIREMENTS
Education: Bachelor’s degree in Finance, Accounting, Information Systems, or related field.
Experience: : 6–8 years of experience supporting FP&A systems or finance technology.
Travel: 0-10%
Work Schedule: Typical work hours are between 7:00 a.m. and 5:00 p.m. Monday – Friday. However, work may be performed at any time on any day of the week to meet business needs.
KEY RESPONSIBILITIES
- Serves as the primary system lead for a financial planning software, overseeing configuration, integrity, performance, and effective use.
- Executes and maintains the financial systems roadmap in alignment with finance priorities and business needs.
- Implements and enforces governance, standards, and best practices to ensure consistency, scalability, and data quality.
- Provides functional guidance and mentorship to Financial Systems Analysts, including work prioritization and review of system changes.
- Acts as an escalation point for complex issues and high‑impact enhancements.
- Partners with Finance leadership and IT to translate business requirements into scalable system solutions.
- Oversees user access, security, configurations, and integrations across financial systems.
- Leads budgeting, forecasting, consolidation, and reporting solutions within a financial planning software.
- Ensures accurate and timely data flows between financial planning software, ERP, and other source systems.
- Identifies and implements process improvements to reduce manual effort and improve efficiency.
- Maintains validation, reconciliation, and documentation to support data accuracy and audit readiness.
- Partners with Internal Audit and IT to support controls and compliance.
- Oversees user training, documentation, and ongoing enablement to ensure effective system use.
- Performs other related duties as required and assigned.
The job description and responsibilities described are intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
