Lead, Financial Systems & Strategy

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Lead, Financial Systems & Strategy based in the United States.

This is a strategic FP&A role focused on building the financial systems and infrastructure behind executive decision-making. You will own the architecture, data model, and reporting platform that bring financial information together into a trusted source of truth. The role combines financial modeling, systems strategy, forecasting, executive reporting, and business partnership. You will work closely with FP&A, Accounting, R&D, G&A, and senior leadership to turn complex data into actionable insights. You will also have a clear mandate to introduce AI-augmented workflows that automate reporting, accelerate close, and improve analytical capabilities. With significant ownership and direct exposure to executive stakeholders, this role offers the opportunity to shape how a growing SaaS finance function operates and scales.

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Accountabilities:

• Own the FP&A systems architecture, driving data centralization and infrastructure that consolidates information from ERP, CRM, and departmental sources into a reliable single source of truth.
• Own the core data model and platform governance within the FP&A platform, defining how departmental and consolidated views are structured while partnering with analysts and FP&A stakeholders on inputs and assumptions.
• Architect and maintain the integrated financial model covering P&L, cash flow, forecasting, reforecasting, and budgeting, ensuring the model remains accurate, scalable, and accessible across departments and initiatives.
• Own the monthly and quarterly executive and board reporting package, consolidating departmental submissions into a clear, accurate, and defensible narrative for senior leadership and external stakeholders.
• Develop scenario and sensitivity analyses that support decisions around growth, investment, liquidity, resource allocation, and other strategic priorities.
• Partner with Accounting to identify opportunities to accelerate and improve the monthly close process.
• Own cash flow forecasting and covenant compliance monitoring, developing visibility into potential financial risks and ensuring issues are identified early.
• Define and implement AI-augmented finance workflows, including automation, AI agents, and prompt-driven processes that improve consolidation, reporting, close activities, and analytical efficiency.
• Lead consolidated P&L variance analysis, working with FP&A stakeholders to understand departmental performance, identify key trends, and translate financial drivers into leadership-ready explanations.
• Partner with R&D and G&A leaders to provide data-driven recommendations that support productivity, efficient growth, and resource allocation.
• Establish scalable financial systems and processes that can support continued organizational growth while maintaining data quality, governance, and reporting integrity.

Requirements:

• Bring 6–10 years of experience in FP&A or Financial Systems, with meaningful exposure to executive reporting, financial processes, systems architecture, or financial data infrastructure within a SaaS environment.
• Demonstrate a strong orientation toward AI-augmented work, with practical experience or a clear understanding of how LLMs, automation, and prompt-driven workflows can transform finance operations.
• Demonstrate advanced financial modeling and reporting capabilities, with experience building models that are accurate, scalable, and understandable to cross-functional stakeholders.
• Have deep knowledge of financial systems architecture, including ERP platforms such as NetSuite or equivalent and FP&A platforms such as Abacum, Adaptive Insights, OneStream, Pigment, or equivalent.
• Bring hands-on experience with forecasting, scenario modeling, cash flow planning, and covenant compliance monitoring.
• Demonstrate the ability to collaborate effectively with stakeholders across Finance and other business functions and at varying levels of seniority.
• Be able to translate complex, multi-department financial and operational data into concise, executive-level narratives and recommendations.
• Experience in a private equity-backed or high-growth B2B SaaS environment is an asset.
• Proficiency with Excel, Google Workspace, NetSuite, and Salesforce in a finance context is preferred.
• Familiarity with data visualization and business intelligence tools such as Tableau, Looker, or equivalent is an asset.
• Experience supporting SOX compliance, audit readiness, or related financial control processes is preferred.
• Experience in hospitality technology or a related industry is an asset.

Benefits:

• Remote work opportunity, with the source role supporting employees across Spain, the United Kingdom, and the United States; this posting is focused on the United States.
• Significant ownership over financial systems, reporting infrastructure, and the technology that supports executive decision-making.
• Direct exposure to senior leadership through executive and board-level reporting and financial analysis.
• A strong mandate to use AI and automation to improve finance workflows, reporting, consolidation, and analytical processes.
• Opportunity to work on complex, high-impact financial systems and forecasting challenges within a growing SaaS environment.
• Cross-functional collaboration with FP&A, Accounting, R&D, G&A, and other business leaders.
• Opportunity to influence the design and scalability of a modern finance technology stack.
• Growth-stage environment offering meaningful professional development and the opportunity to shape finance processes as the organization scales.
• Inclusive workplace committed to equal opportunity and respect for employees from diverse backgrounds.

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How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

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