HighLevel

Finance Systems Lead

HighLevel

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Senior

Tech Stack

ERP

About the role

  • Lead administration and roadmap for our financial tech stack : ERP, financial planning, close management, equity, and procure-to-pay platforms
  • Partner closely with Accounting, FP&A, Procurement, legal, and IT teams to ensure systems meet business needs, scale with the company, and support operational efficiency
  • Maintain and optimize system configurations, workflows, and integrations to improve automation, accuracy, and usability
  • Assist teams in identifying, implementing, and leveraging AI-powered tools (e.g. AI Agents) to automate manual processes and enhance operational efficiency
  • Manage user access, roles, and permissions across finance systems, ensuring compliance with access controls and IT general controls (ITGCs)
  • Support audit and compliance efforts by maintaining appropriate documentation, system logs, and change management processes
  • Help develop and maintain both custom and standard (canned) reports from finance systems to support decision-making and operational insights
  • Ensure finance systems integrate seamlessly with each other and with other internal platforms via APIs and other integration methods
  • Lead new systems and tools evaluation, selection, and implementation
  • Partner with internal teams and external vendors to triage issues and improve system performance
  • Develop and deliver training, documentation, and ongoing support for system users across the organization
  • Stay current on industry best practices, regulatory requirements, and system capabilities to continually enhance our finance tech stack

Requirements

  • Bachelor’s degree in Accounting, Finance, or Management Information Systems or equivalent
  • 8+ years of experience managing finance and accounting systems for a public company, preferably in a high-growth SaaS or tech environment
  • Strong understanding of finance and accounting processes, including GL, close management, FP&A, procure-to-pay, and compliance controls
  • Hands-on experience configuring, maintaining, and supporting ERP and related financial systems—experience with Intacct required.
  • Other systems experience highly preferred: FloQast, Abacum, Ramp, Bill.com, and Expensify
  • Experience working with or implementing AI-powered tools (AI Agents) to automate finance and accounting processes, enhance reporting, or streamline workflows
  • Solid understanding of system integrations and data flows, including experience working with APIs, middleware, and third-party tools
  • Strong understanding of GAAP and financial reporting requirements for public companies with the ability to fine tune systems based on these requirements.
  • Familiarity with ITGCs, SOX compliance requirements, and best practices around access controls and audit support
  • Proven ability to collaborate across Accounting, Finance, IT, and cross-functional stakeholders to deliver scalable solutions
  • Experience supporting reporting needs, including building and customizing financial reports and dashboards
  • Strong analytical, problem-solving, and project management skills, with attention to detail and a focus on continuous improvement
  • Excellent communication skills and a customer-service mindset when supporting internal users
  • Excellent organization and time management skills
  • Shows curiosity in new technologies and ways to automate processes
Benefits
  • Equal Employment Opportunity Employer
  • Global team environment
  • Creativity and collaboration culture

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
ERPfinancial planningclose managementprocure-to-payAI-powered toolsIntacctFloQastAbacumRampBill.com
Soft skills
collaborationanalytical skillsproblem-solvingproject managementcommunication skillscustomer-service mindsetorganization skillstime managementcuriosityattention to detail
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in Management Information Systems
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