Financial Systems Associate Director

About the role

The Financial Systems Associate Director is responsible for the strategic ownership, design, and evolution of the organization's ERP and Finance systems ecosystem. This role serves as the primary subject matter expert on ERP capabilities, configuration options, and best practices, guiding how the system is optimized to meet both current operational needs and future organizational growth.

Responsibilities

• Serve as the functional and strategic owner of the ERP, finance systems, and integrations between finance systems.
• Prioritize system initiatives across implementations, optimizations, integrations, and automation.
• Define and enforce standards for system dimensions and data structures; workflows and approvals; automation and optimization; data governance and internal controls.
• Directly configure complex or foundational ERP components when work exceeds current team capacity, requires senior-level judgment, or accelerates delivery during implementations and major redesigns.
• Lead ERP transformations and redeployments, partnering with implementation consultants and internal stakeholders on project governance, prioritization, decision-making, issue resolution, operating model design, change management, and long-term platform maturity.
• Own the functional and architectural approach to ERP integrations, including approval of integration requirements and changes.
• Define system-of-record principles, data ownership, and integration patterns.
• Resolve cross-system design conflicts and serve as escalation point for major integration issues.
• Ensure integrations are scalable, auditable, and aligned with long-term system architecture.
• Lead and help mature the Finance Systems function over time, including oversight of ERP administration and analyst resources.
• Partner closely with Finance, Data and Tech, and Operations leadership to understand evolving organizational needs.
• Communicate ERP capabilities, limitations, and recommended solutions clearly to stakeholders.
• Support informed decision-making by framing options, tradeoffs, and long-term implications of system choices.

Requirements

• Mindsets: Recognized leader, effective team management, confidence, integrity, relationship building, customer service, hunger for learning, and ability to lead through influence.
• Professional Experience: 5+ years of experience working with cloud-based ERP systems, including hands-on configuration and optimization experience. Sage Intacct experience highly preferred. Demonstrated experience leading ERP implementations or major system enhancements. Strong background translating complex business needs into scalable ERP designs and solutions. Experience owning or contributing to ERP roadmaps and system strategy in a complex organization. Experience partnering with Finance, IT, and Operations stakeholders in cross-functional environments. Experience leading teams and mentoring staff. Prior experience in the nonprofit sector is strongly preferred. Ideal candidate will have experience with multi-entity organization and complex funding streams.

Knowledge, Skills, And Abilities

• Strong knowledge of financial and accounting processes and how they are supported within ERP systems.
• Deep understanding of ERP configuration, workflows, dimensions, and integration concepts.
• Familiarity with AI-driven finance tools / AI finance agents preferred.
• Proven skills in creating, implementing, and maintaining Finance related AI Agents and Automation.
• Ability to recognize ERP design patterns, best practices, and anti-patterns.
• Excellent analytical and problem-solving skills.
• Excellent communication skills with both technical and non-technical stakeholders.
• High degree of judgment and discretion when working with sensitive financial and organizational data.

Physical Requirements

• Physical mobility for tasks such as standing, bending, stooping, kneeling, crouching, reaching, twisting, and walking on uneven surfaces.
• Capable of performing stationary tasks like sitting for up to 6 to 8 hours a day.
• Able to lift, carry, push, pull light to moderate weights up to 15 pounds safely.

Benefits

• Health Care Plan (Medical, Dental, & Vision)
• Retail Plan (With 5% Match)
• Life Insurance (Basic, Voluntary and AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long-Term Disability
• Training & Development
• Wellness Resources
• Hybrid Work