Director of Financial Systems

Socure

Set the multi‑year strategy and roadmap for Socure’s financial systems landscape (ERP, billing, revenue, and associated integrations), aligning with business objectives and FinOps priorities.; Lead end‑to‑end design, implementation, and op…

Posted 7/1/2026Verified active Jul 25, 2026, 12:32 AMfull-timeSan Francisco • California • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Candidates should emphasize their extensive experience in leading financial systems transformations, particularly in ERP implementations and integrations, while demonstrating a strong understanding of accounting processes and compliance frameworks. Proven leadership in managing teams and stakeholder relationships is essential, alongside a commitment to continuous improvement and operational excellence.

Highest-signal resume keywords

Financial Systems TransformationERP ImplementationStakeholder ManagementAccounting Process ExpertiseTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ERP SystemsFinancial ReportingGAAP ComplianceIntegration DesignFinancial Automation

Soft Skills

Stakeholder ManagementCommunication SkillsAnalytical SkillsOrganizational SkillsTeam Development

Tools & Technologies

NetSuiteWorkday FinancialsCRM SystemsHRISData Platforms

Certifications & Qualifications

Bachelor's Degree in FinanceMBACPACAERP/Financial Systems Certifications

Industry Keywords

Financial SystemsAccounting TechnologySaaSSOX ComplianceInternal Controls

Tech Stack

Tools & technologies

ErpGo

About the role

Key responsibilities & impact

Set the multi‑year strategy and roadmap for Socure’s financial systems landscape (ERP, billing, revenue, and associated integrations), aligning with business objectives and FinOps priorities.
Lead end‑to‑end design, implementation, and optimization of core financial platforms, ensuring they support GAAP-compliant accounting, robust internal controls, and high-quality financial reporting in partnership with Accounting and FP&A.
Architect and govern enterprise‑grade integrations between financial systems and upstream/downstream applications (e.g., CRM, data warehouse, HRIS, procurement tools), in collaboration with Business Technology and RevOps teams, to enable straight‑through processing and consistent data.
Partner closely with the Controller, Head of Accounting, and FP&A leadership to translate accounting, reporting, and planning requirements into scalable system capabilities and automated workflows.
Drive financial systems transformation programs (such as ERP upgrades, new module rollouts, and automation initiatives), including business case development, vendor selection, project governance, change management, and successful go‑live and adoption.
Establish and maintain governance, security, and compliance frameworks for financial applications and integrations, supporting SOX-like internal controls, audit readiness, and policy enforcement in partnership with Accounting, InfoSec, and Compliance.
Lead continuous improvement efforts across order‑to‑cash, procure‑to‑pay, and record‑to‑report process flows, reducing manual work, shortening close timelines, and improving transparency and control quality.
Oversee vendor relationships for financial systems, including evaluation, contract negotiation support, license optimization, and performance management, ensuring cost‑effective and scalable solutions.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Information Systems, Business Administration, or a related field; advanced degree (MBA) or professional certifications (CPA, CA, or relevant ERP/financial systems certifications) strongly preferred.
Typically 10+ years of progressive experience in finance systems, accounting technology, business systems, or related functions, with significant experience leading ERP and financial systems in high‑growth or SaaS environments.
Demonstrated expertise with enterprise financial systems (e.g., NetSuite, Workday Financials, or similar), including design, configuration, administration, and integration with CRM, HRIS, and data platforms.
Strong understanding of core accounting and finance processes (order‑to‑cash, procure‑to‑pay, record‑to‑report, revenue recognition, fixed assets) and how they are enabled and controlled through systems; working knowledge of US GAAP and internal control frameworks (SOX-like environments preferred).
Proven track record leading large‑scale systems and process transformation initiatives, including ERP implementations or upgrades, financial automation projects, and integration programs, from strategy through execution and adoption.
Experience designing and embedding robust application controls, segregation of duties, and audit‑ready configurations across financial systems; comfort partnering with auditors and compliance teams.
Demonstrated ability to lead and develop high‑performing teams, including managing managers and senior ICs; history of building scalable org structures and strong succession pipelines.
Exceptional stakeholder management and communication skills, with experience partnering closely with Accounting, FP&A, IT/Business Technology, RevOps, and executive leadership to drive outcomes.
Strong analytical and organizational skills, with the ability to prioritize across multiple programs, manage deadlines, and operate effectively in a fast‑paced, high‑growth environment.
Demonstrated commitment to Socure’s leadership principles and culture: ownership, continuous improvement, ethical stewardship, and building trust across teams.