Financial Systems Manager @ Iterable | Jobright.ai
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Iterable · 1 day ago

Financial Systems Manager

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Responsibilities

Serve as the principal administrator for key business systems and tools such as NetSuite, Zone Billing, Floqast, Avalara, and Carta. Your responsibilities will include managing user access, conduct upgrade testing, develop workflows, and oversee application integration.
Partner with accounting and finance teams to enable new features within NetSuite and other financial systems, driving alignment among cross-functional stakeholders for solution design. Provide ongoing support and training to end-users for better system adoption.
Develop, maintain, and enhance financial dashboards, KPIs, and reporting tools across systems to support leadership in making data-driven decisions.
Lead initiatives to automate financial processes such as billing, revenue recognition, payroll, and reporting.
Maintain the accuracy and consistency of financial data across all systems, collaborating with finance and IT teams to establish processes for data quality assurance.
Oversee the implementation of system upgrades, configurations, and new financial tools, ensure integration across platforms, and support user training.
Ensure financial systems comply with internal policies and external regulatory requirements (SOX, IPO-readiness) while implementing security best practices across systems. Provide consultation and technical leadership in project planning.
Stay abreast of the latest system functionalities and proactively identify and execute on system improvements, increasing operational efficiency and optimizing reporting.
Act as the primary liaison for financial system vendors, ensuring service levels are met and exploring future system enhancements or upgrades.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

NetSuiteFinancial systems managementData reportingBI reporting toolsProcess automationFinancial data integrityProject managementRevenue recognitionAccounts receivable (AR)Accounts payable (AP)PayrollChange managementVendor management

Required

10+ years of experience in developing system solutions for Finance, including system configuration, development, data security, and reporting. Experience with NetSuite is required.
A Bachelor’s Degree in accounting, finance, information systems, or an equivalent combination of skills, training, and experience.
Expertise in NetSuite Advanced Revenue Management and a deep understanding of NetSuite’s core processes, modules, customization, and reporting functionalities.
Proficiency in writing optimized queries for integration with other applications.
A solid understanding of general accounting processes, including but not limited to revenue recognition, AR, AP, and payroll.
Exceptional written and verbal communication skills, with the ability to convey complex concepts clearly and effectively.
Strong project and time management skills, with the ability to prioritize and manage multiple tasks simultaneously.
A keen ability to evaluate systems, processes, and workflows, developing plans for change, improvement, or integration.
Experience in providing risk assessment for new functionalities and enhancements, while identifying process improvement opportunities to drive innovation.
Confidence in interfacing with all levels and departments within the organization, coupled with outstanding change management skills to lead teams through transitions.
A detail-oriented, analytical mindset, with the ability to multi-task and solve problems in a fast-paced environment, adapting to change as needed.

Preferred

Experience with BI reporting tools such as Sigma

Benefits

Paid parental leave
Competitive salaries, meaningful equity, & 401(k) plan
Medical, dental, vision, & life insurance
Balance Days (additional paid holidays)
Fertility & Adoption Assistance
Paid Sabbatical
Flexible PTO
Monthly Employee Wellness allowance
Monthly Professional Development allowance
Pre-tax commuter benefits
Complete laptop workstation

Company

Iterable

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SaaS, AI-Powered, Customer Communication Platform, Cross-Channel Marketing Platform

Funding

Current Stage
Late Stage
Total Funding
$342.2M
Key Investors
Viking Global InvestorsIndex VenturesCRV
2021-06-15Series E· $200M
2019-12-10Series D· $60M
2019-03-20Series C· $50M

Leadership Team

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Andrew Boni
Co-Founder
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Jeffrey Samuels
COO and Board Observer
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Company data provided by crunchbase
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