SOCi,
the CoMarketing Cloud for Multi-Location Enterprises, is currently looking for a Lead Financial Systems Manager to lead and oversee the management and optimization of our financial systems, including those for accounting (NetSuite, FloQast, Avalara, Maxio, Stripe, travel and expense), Financial Planning (need to implement a CPM, currently Mosaic), legal (IronClad, DocuSign), Procurement (currently Coupa and Zip), as well as the integration of these systems with other enterprise systems, such as our CRM (Salesforce) and quoting (DealHub) systems.
Note that experience is not required in all of these systems, but rather is provided to ensure a good fit.
Who We Are
SOCi is one of the fastest growing technology companies in the United States, ranking in the top tier of Inc 5000’s Fastest Growing Companies in America list for the last several years consistently. The builder of an award-winning enterprise SaaS marketing platform, and one of Forbes’ Best Startup Employers, SOCi boasts hundreds of the world’s largest brands as its customers. At SOCi, nothing is more important to us than the clients we service every day. The SOCi platform specifically solves complicated marketing and workflow problems for national and global multi-location brands that want to scale and optimize their presence.
View more on our Awards & Accolades here!
How You'll Make an Impact
This position plays a strategic role in shaping and optimizing our financial technology landscape. This role will lead the architecture, configuration, implementation, and continuous improvement of our financial systems to ensure they align with our business strategy and scale effectively as the organization grows. The role requires deep collaboration with senior stakeholders across Finance, Accounting, IT, and other business units to understand their needs, define priorities, and drive solutions that support our financial and operational goals.
In this highly visible position, The Lead Financial Systems Manager will serve as the primary point of contact for all financial systems-related decisions, providing strategic guidance on system enhancements, integration, data governance, and process improvements. You will oversee complex system migrations, ensure alignment with regulatory requirements, and lead change management initiatives to drive user adoption and maximize the value of financial data across the organization. Initially, you will configure systems, perform data migration, oversee the implementation of workflow processes, assist with user access and permissions, and perform ongoing troubleshooting.
- Own the strategy, administration, design, and scaling of our financial systems architecture, aligning with the company’s growth objectives and evolving business needs.
- Identify opportunities to enhance system functionality, streamline processes, and implement new features or modules to improve efficiency and user experience.
- Partner with senior leadership across finance, accounting, and other business units to translate complex business requirements into scalable technical solutions, ensuring alignment with broader business goals.
- Oversee and manage the day-to-day operations of financial systems, ensuring data integrity, security, and availability.
- Lead and oversee all future implementations or integration projects, including vendor selection, requirements gathering, architectural design, user acceptance testing, and rollout training for platforms such as NetSuite and other critical financial systems.
- Develop and implement strategies for data governance and integrity, including the cleaning and migration of financial data for any mergers, acquisitions, or system transformations.
- Develop and maintain financial reports, dashboards, and data extracts to support financial planning, analysis, and decision-making.
- Support IT compliance requirements such as SOX, GDPR, and information security by establishing robust controls and audit mechanisms across all financial systems.
- Develop, implement, and maintain roles and access controls to ensure a proper segregation of duties.
- Champion continuous improvement initiatives by evaluating current processes, identifying gaps, and implementing innovative solutions to increase efficiency and effectiveness.
- Identify and resolve system issues and errors, ensuring minimal disruption to business operations.
- Create and maintain comprehensive documentation on financial systems architecture, business processes, user guides, and training materials to facilitate knowledge transfer and onboarding.
- Act as the expert on various finance modules, including NetSuite, and manage third-party integrations, providing thought leadership and guidance to cross-functional teams.
- Define and deliver the vision for onboarding any potential acquisitions. This vision will include integrating or sunsetting the financial systems of the target and overseeing the cleaning of financial data to be loaded into these systems
What You'll Need to Be Successful
- Bachelor's Degree in computer science, information systems, finance, accounting or equivalent experience.
- 12+ years relevant experience, 8+ years with Master’s Degree
- 5+ years of experience in financial systems management, particularly within a high-growth B2B enterprise SaaS environment, with a strong focus on ERP systems like NetSuite (including Advanced Revenue Management, OneWorld, and custom modules).
- Demonstrated ability to lead large-scale systems implementation and integration projects, influencing decision-making at senior levels.
- Experience driving change management efforts in fast-paced, agile environments, with a proven track record of successful stakeholder engagement and user adoption.
- Strong understanding of compliance requirements, such as SOX, and experience implementing effective controls and compliance mechanisms.
- Excellent ability to articulate technical solutions to both technical and non-technical stakeholders, driving consensus and informed decision-making.
- Deep understanding of financial processes
- Demonstrate full understanding of the NetSuite stack and experience with other finance-related systems including expense, AP, AR, FP&A, etc. a plus if experience with Coupa, SaasOptics/Maxio, Salesforce, and Tableau.
- Proficiency in SQL around data structures and data modeling
- Familiar with at least one programming language (Python, JavaScript, Ruby).
- Strong financial and accounting understanding so that the data is cleaned and the systems are set up correctly to create the chart of accounts, balance sheet, P&L, etc.
- Comfortable working in a fast-paced, agile development environment
- Strong project management skills preferred
- Hands on and willing to both lead and execute
- Effective change agent that listens and creates consensus on what’s working and what needs to be improved, gets buy-in on changes, and builds momentum and excitement for why we’re making changes, including conveying the benefits it provides the end user
What SOCi Provides to You
- Comprehensive Benefits Package (non-contract roles only)
- Health insurance plans, dental, and vision
- Wellness incentives
- 401(k) plan with employer match
- Flexible Work Environment
- Flexible paid time off (non-contract roles only)
- Quarterly wellness days
- Paid holidays
- Unique employee engagement programs
- Empowering Career Growth and Success
What’s Important at SOCi
Led by a team of industry experts, SOCi is leading the pack in Localized Marketing for Multi-Location brands. Our passionate team of SOCialites work from home around the globe! Our collaborative, dynamic culture allows our teams to work cross-functionally and optimize productivity. We are a fast-paced, agile environment where thought leadership and input are encouraged. If you are looking for a place where you can come and make a difference in the way enterprise organizations utilize social technology, then SOCi is for you.
Visit soci.aifor more information. SOCi is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law. Please note that if selected for a position at SOCi, you will be required to complete an E-Verify check to confirm your eligibility to work in the United States (if applicable).#LI-Remote
