HighLevel · 8 hours ago
FP&A Systems Lead
United States
Full-time
Remote
Senior Level, Lead/Staff
$117K/yr - $174K/yr
8+ years expHighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. The FP&A Systems Lead will support the implementation, maintenance, and optimization of the financial planning system, Abacum, while integrating financial and operational data to streamline reporting across the business.
AdvertisingCRME-Commerce PlatformsMarketing
Responsibilities
Support the implementation, configuration, and ongoing maintenance of Abacum, ensuring the tool meets Finance’s planning, reporting, and forecasting needs
Integrate financial and operational data from key systems (e.g., NetSuite, Snowflake, HRIS, CRM, billing systems) to ensure accurate and automated data flows into Abacum
Build and enhance reporting dashboards and planning templates within Abacum to support Finance and cross-functional teams with consistent, real-time insights
Effectively lead the intake, coordination, and execution of multiple projects or requests from cross-functional stakeholders
Collaborate with FP&A and Accounting teams to align data definitions, assumptions, and reporting structures across systems
Support the rollout of Abacum 'spaces' and dashboards for business partners across the organization, ensuring data accuracy and ease of use
Assist with data validation and reconciliations to ensure integrity between source systems, financial models, and reporting outputs
Document key workflows, integrations, and system processes to ensure long-term scalability and repeatability
Identify and automate manual Finance workflows by leveraging system capabilities and integrations to reduce friction and improve efficiency
Partner with Finance leadership to evaluate new features, enhancements, or integrations that improve system performance and user experience
Provide training and support to FP&A and business users on system functionality, dashboards, and best practices
Qualification
Required
Bachelor's degree in Finance, Accounting, Information Systems, or a related field
8+ years of experience in FP&A, Finance Systems, or related roles within a SaaS or technology company
Hands-on experience with FP&A tools (Abacum preferred; Pigment, Adaptive, or Anaplan also relevant)
Familiarity with ERP systems (e.g., Intacct, NetSuite) and data warehouses (e.g., Snowflake)
Basic understanding of system integrations, data flows, and financial planning processes (forecasting, budgeting, headcount planning, reporting)
Strong analytical and problem-solving skills with keen attention to detail and data accuracy
Ability to translate business needs into clear system requirements and collaborate effectively with technical teams
Strong organizational and communication skills; comfortable managing multiple projects in a fast-paced environment
Curiosity, ownership mindset, and enthusiasm for improving financial systems and processes
Preferred
Experience working with BI or reporting tools (e.g., Tableau, Looker, Power BI) is a plus
Company
HighLevel
HighLevel is a marketing and advertising platform that captures message leads via voicemail, SMS, emails, FB messenger, and more.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$60MKey Investors
General AtlanticPeakequity
2024-04-11Private Equity
2021-11-04Private Equity· $60M
Leadership Team
Varun Vairavan
Co-Founder
Joyce Boss
Chief Financial Officer
Recent News
bloomberglaw.com
2025-12-10
EIN Presswire
2025-12-02
2025-11-28
Company data provided by crunchbase