Finance Systems & Process Lead

Key Responsibilities

System selection and implementation

• Gather and refine requirements from AP, procurement, finance, and travelers and approvers, and translate them into a clear configuration and requirements document for the selected platforms.
• Support the final stages of vendor selection as needed, including contract and scope review, and validate that the chosen platforms meet the documented requirements.
• Lead implementation from kickoff to go-live: project plan, configuration, workflow and approval design, policy setup, user acceptance testing, and cutover.
• Design and manage integrations with the general ledger / ERP, corporate card feeds, and the payroll or HR systems.
• Train employees, approvers, and finance staff, and create user guides and quick-reference materials.

Ongoing system ownership

• Serve as the system administrator and primary point of contact for both platforms, including user access, policy changes, and vendor relationships.
• Monitor adoption, exceptions, and out-of-policy spend, and report on trends to finance leadership.
• Manage vendor contracts, renewals, releases, and enhancements, and keep documentation current.
• Troubleshoot issues, coordinate with vendor support, and drive fixes to resolution.

AP and procurement process improvement

• Map current AP and procurement workflows and identify manual steps, bottlenecks, and control gaps.
• Recommend and implement automation, such as approval routing, three-way match, and invoice capture, to reduce cycle time and errors.
• Document policies and procedures, including spend approval thresholds, vendor onboarding, travel and expense policy, and keep them current as the company grows.
• Partner with AP, credit card and procurement teams as well as department leaders to improve purchasing compliance and vendor spend visibility.
• Build controls into each process so it is audit-ready

AME AP process

• Review the current AP AME process, document how it works and recommend improvements.
• Take ownership of the AP AME process where appropriate, as the role grows.

Required Qualifications

• Bachelor's degree in accounting, finance, information systems, or a related field, or equivalent experience.
• 5+ years of hands-on accounts payable, procurement, or purchasing experience, with a working knowledge of the full procure-to-pay cycle.
• Strong process-mapping and documentation skills, with the ability to turn messy manual workflows into clear, automated ones.
• Strong understanding of internal controls, including approval hierarchies, segregation of duties, and three-way match.
• Comfortable working in Excel, including pivot tables and lookups, and with reporting and data analysis.
• Excellent communication and training skills, and the ability to work with executives, employees, and vendors.
• Strong project management skills: self-directed, organized, and able to manage competing priorities.

Preferred Qualifications

• Prior experience with or implementing a platform such as Concur, Expensify, Ramp, Navan, Coupa, Bill.com, or Tipalti, or a comparable system.
• Experience with an ERP or accounting system, such as Oracle, NetSuite, Sage Intacct, Dynamics or QuickBooks Enterprise.
• Experience in a fast-growing or private company
• Familiarity with workflow automation, system integrations, or basic reporting tools, such as Power BI or SQL.