Kaizen Analytix · 1 month ago
Financial Systems Lead (Elite 3E)
Chicago, IL
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expKaizen Analytix is seeking a senior-level Financial Systems Lead with deep Elite 3E expertise to guide strategy, drive migrations, and optimize financial processes across a large professional services environment. This role involves significant leadership and consulting capabilities, partnering with senior finance and IT stakeholders to shape long-term system direction and lead successful 3E transformations.
AnalyticsInformation ServicesSoftware
No H1B
Responsibilities
Serve as the lead functional and finance subject-matter expert for Elite 3E
Define the strategic vision for 3E platform optimization, migrations, and long-term roadmap development
Advise stakeholders on out-of-the-box capabilities vs. custom solutions, ensuring best-practice design
Lead discovery workshops and facilitate alignment between finance leadership, IT, and technical teams
Perform root-cause analysis, troubleshoot issues, and recommend data-driven solutions
Oversee configuration, reporting structures, integrations, and data flows across the 3E ecosystem
Drive process improvement across billing, matter lifecycle, budgeting, timekeeping, and financial reporting
Provide senior oversight of system design, requirements definition, solution quality, and project governance
Build trusted relationships with executive stakeholders and serve as a strategic advisor
Mentor analysts and junior team members; provide leadership to cross-functional project teams
Guide testing strategy, adoption planning, deployment readiness, and post-launch stabilization efforts
Qualification
Required
10+ years of law firm finance or financial systems experience, including leadership responsibilities
5+ years of deep hands-on Elite 3E experience across financial modules, reporting, and administration
Advanced understanding of 3E data structures, workflow design, reporting templates, and financial processes
Strong SQL skills for reporting, data validation, and analysis
Demonstrated ability to define systems strategy, lead migrations, and drive major ERP transformations
Strong knowledge of law firm finance best practices and the end-to-end matter lifecycle
Proven ability to influence senior stakeholders, drive decision-making, and manage cross-departmental initiatives
Experience explaining complex technical concepts to non-technical leaders
High degree of ownership, accountability, and comfort working independently
Understanding of integrations between 3E and related platforms (finance, billing, time, reporting)
Preferred
Prior consulting or advisory experience preferred
Experience leading full Elite 3E migrations, upgrades, or major process redesigns
Company
Kaizen Analytix
Kaizen Analytix is an analytics products and services company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ken Bara
Managing Partner and CFO
Bobby Falconer
Associate Partner, Consulting Services
Recent News
2025-09-24
2025-08-13
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