Finance Systems & Process Lead

Overview

This role involves owning and improving accounts payable (AP) and procurement systems end to end. Responsibilities include platform selection and implementation, system administration, integrations, process improvement, and training stakeholders. The position also includes continued ownership of ongoing workflows, controls, and vendor coordination.

Responsibilities

System selection and implementation

• Gather and refine requirements from AP, procurement, finance, and travelers/approvers, and translate them into configuration and a clear requirements document for the selected platforms.
• Support final stages of vendor selection as needed, including contract and scope review, and validate that chosen platforms meet documented requirements.
• Lead implementation from kickoff to go-live, including project plan, configuration, workflow and approval design, policy setup, user acceptance testing, and cutover.
• Design and manage integrations with the general ledger/ERP, corporate card feeds, and the payroll or HR systems.
• Train employees, approvers, and finance staff; create user guides and quick-reference materials.

Ongoing system ownership

• Serve as system administrator and primary point of contact for both platforms, including user access, policy changes, and vendor relationships.
• Monitor adoption, exceptions, and out-of-policy spend; report trends to finance leadership.
• Manage vendor contracts, renewals, releases, and enhancements; keep documentation current.
• Troubleshoot issues, coordinate with vendor support, and drive fixes to resolution.

AP and procurement process improvement

• Map current AP and procurement workflows; identify manual steps, bottlenecks, and control gaps.
• Recommend and implement automation to reduce cycle time and errors (including approval routing, three-way match, and invoice capture).
• Document policies and procedures, including spend approval thresholds, vendor onboarding, travel and expense policy; keep them current as the organization grows.
• Partner with AP, credit card, and procurement teams, as well as department leaders, to improve purchasing compliance and vendor spend visibility.
• Build controls into each process so it is audit-ready.

AME AP process

• Review the current AP AME process, document how it works, and recommend improvements.
• Take ownership of the AP AME process where appropriate as the role grows.

Required Qualifications

• Bachelor’s degree in accounting, finance, information systems, or a related field, or equivalent experience.
• 5+ years of hands-on accounts payable, procurement, or purchasing experience, with working knowledge of the full procure-to-pay cycle.
• Strong process-mapping and documentation skills, with the ability to turn complex manual workflows into clear, automated ones.
• Strong understanding of internal controls, including approval hierarchies, segregation of duties, and three-way match.
• Comfortable working in Excel, including pivot tables and lookups, and with reporting and data analysis.
• Excellent communication and training skills, with the ability to work with executives, employees, and vendors.
• Strong project management skills: self-directed, organized, and able to manage competing priorities.

Preferred Qualifications

• Prior experience with or implementing a platform such as Concur, Expensify, Ramp, Navan, Coupa, Bill.com, or Tipalti, or a comparable system.
• Experience with an ERP or accounting system such as Oracle, NetSuite, Sage Intacct, Dynamics, or QuickBooks Enterprise.
• Experience in a fast-growing or private company.
• Familiarity with workflow automation, system integrations, or basic reporting tools such as Power BI or SQL.