Finance Systems & Process Lead

Overview

The organization is seeking a Finance Systems & Process Lead to drive the integrity, improvement, and strategic evolution of core financial platforms, including Acumatica (ERP), Ramp (accounts payable management), Adaptive Insights (planning & forecasting), and Vertex (tax compliance).

This role combines technology, process improvement, and strong business partnership to modernize systems, simplify processes, and enable better, faster financial decision-making.

Responsibilities

Systems Ownership

• Own configuration, user access, master data, integrations, and operational health across Acumatica, Ramp, Adaptive Insights, Vertex, and other Finance-owned technologies, including future finance systems.
• Proactively monitor and resolve sync errors, data mismatches, and workflow failures.
• Maintain system documentation, change logs, and productive vendor relationships; coordinate upgrades and new feature rollouts.
• Provide expert-level support to Finance and Operations staff; triage issues quickly and correct root causes.

Process Leadership & Improvement

• Continuously evaluate Finance and cross-functional processes for improvement opportunities to reduce manual effort and error risk.
• Partner with Finance and business stakeholders to evaluate current approaches, using evidence to develop alternatives and clear recommendations.
• Ensure improvement recommendations include business justification to support alignment and appropriate prioritization.
• Drive continuous improvement while navigating competing priorities and maintaining focus on delivering meaningful business outcomes.
• Design and implement automation to eliminate manual effort; create high-level workflow solutions and engage the right technical or functional partners to finalize and build them.

Governance & Controls

• Ensure financial systems support audit readiness, internal controls, and data governance standards.
• Maintain documentation for integrations, configurations, and key workflows; support annual audits and ad-hoc reviews.
• Partner with Finance leadership on system-level controls for expense management, AP/AR, and tax compliance.

Project Execution

• Develop business cases that articulate expected value, resource requirements, implementation approach, and success measures to support prioritization and investment decisions.
• Drive finance systems projects from problem definition through implementation and adoption, with clear owners, execution needs, and expected timelines at every stage.
• Identify and engage the right stakeholders at the right time; avoid working in isolation while also avoiding unnecessary over-socializing.
• Use sound judgment to determine when to resolve issues independently and when to escalate.
• Communicate project status, risks, and trade-offs clearly to Finance leadership, engaging early enough to effect change.

Requirements

• 5+ years of hands-on experience with ERP, spend management, bill pay, and financial planning systems in an operational or ownership capacity.
• Direct experience with at least two of: Acumatica, Ramp, Adaptive Insights, Vertex, or comparable platforms. Salesforce experience is a plus.
• Demonstrated track record of initiating and completing process improvements (not only documenting or recommending them).
• Demonstrated ability to influence cross-functional stakeholders and lead organizational change without direct authority.
• Evidence of productively pushing back on stakeholders; successfully advocating for a better approach even when initially unwelcome.
• Strong analytical and communication skills; able to build a case, present trade-offs, and influence decisions across levels.
• Self-directed: comfortable owning work end-to-end with limited oversight, while keeping leadership appropriately informed.
• Experience in a nonprofit, SaaS, or dual-model organization preferred.
• Familiarity with API integrations, workflow automation, or low-code tools (e.g., Power Automate, Zapier, or native ERP automation).
• Accounting or finance background sufficient to understand how system configurations affect financial reporting.
• Experience supporting systems implementation or migration projects in a Finance context.

Preferred Qualifications

• Experience in a nonprofit, SaaS, or dual-model organization.
• Salesforce experience.

Compensation & Benefits

• Starting salary: $104,000 – $130,000 per year.
• Starting pay may vary with job-related knowledge, skills, and experience.
• Benefits for benefits-eligible employees include:
  • Medical, dental, and vision plans
  • Employer-paid 10% retirement contribution
  • Paid parental and caregiver leave
  • 22 days of paid time off
  • 11 paid holidays
  • Up to 12 sick days
  • Wellness benefits and more
• The organization may change benefits programs from time to time.

Location

• Employees are distributed across the continental United States.
• Although the organization has physical offices in New York and Ann Arbor, Michigan, candidates must reside in the continental U.S. and be able to work there.

Work Authorization

The organization is not currently considering candidates who require any type of immigration sponsorship (additional work authorization or permanent work authorization) to work in the United States.