Lead, Financial Systems & Strategy

About the role

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Lead, Financial Systems & Strategy based in the United States. This is a strategic FP&A role focused on building the financial systems and infrastructure behind executive decision-making. You will own the architecture, data model, and reporting platform that bring financial information together into a trusted source of truth. The role combines financial modeling, systems strategy, forecasting, executive reporting, and business partnership. You will work closely with FP&A, Accounting, R&D, G&A, and senior leadership to turn complex data into actionable insights. You will also have a clear mandate to introduce AI-augmented workflows that automate reporting, accelerate close, and improve analytical capabilities. With significant ownership and direct exposure to executive stakeholders, this role offers the opportunity to shape how a growing SaaS finance function operates and scales.

Responsibilities

• Own the FP&A systems architecture, driving data centralization and infrastructure that consolidates information from ERP, CRM, and departmental sources into a reliable single source of truth.
• Own the core data model and platform governance within the FP&A platform, defining how departmental and consolidated views are structured while partnering with analysts and FP&A stakeholders on inputs and assumptions.
• Architect and maintain the integrated financial model covering P&L, cash flow, forecasting, reforecasting, and budgeting, ensuring the model remains accurate, scalable, and accessible across departments and initiatives.
• Own the monthly and quarterly executive and board reporting package, consolidating departmental submissions into a clear, accurate, and defensible narrative for senior leadership and external stakeholders.
• Develop scenario and sensitivity analyses that support decisions around growth, investment, liquidity, resource allocation, and other strategic priorities.
• Partner with Accounting to identify opportunities to accelerate and improve the monthly close process.
• Own cash flow forecasting and covenant compliance monitoring, developing visibility into potential financial risks and ensuring issues are identified early.
• Define and implement AI-augmented finance workflows, including automation, AI agents, and prompt-driven processes that improve consolidation, reporting, close activities, and analytical efficiency.
• Lead consolidated P&L variance analysis, working with FP&A stakeholders to understand departmental performance, identify key trends, and translate financial drivers into leadership-ready explanations.
• Partner with R&D and G&A leaders to provide data-driven recommendations that support productivity, efficient growth, and resource allocation.
• Establish scalable financial systems and processes that can support continued organizational growth while maintaining data quality, governance, and reporting integrity.

Requirements

• Bring 6–10 years of experience in FP&A or Financial Systems, with meaningful exposure to executive reporting, financial processes, systems architecture, or financial data infrastructure within a SaaS environment.
• Demonstrate a strong orientation toward AI-augmented work, with practical experience or a clear understanding of how LLMs, automation, and prompt-driven workflows can transform finance operations.
• Demonstrate advanced financial modeling and reporting capabilities, with experience building models that are accurate, scalable, and understandable to cross-functional stakeholders.
• Have deep knowledge of financial systems architecture, including ERP platforms such as NetSuite or equivalent and FP&A platforms such as Abacum, Adaptive Insights, OneStream, Pigment, or equivalent.
• Bring hands-on experience with forecasting, scenario modeling, cash flow planning, and covenant compliance monitoring.
• Demonstrate the ability to collaborate effectively with stakeholders across Finance and other business functions and at varying levels of seniority.
• Be able to translate complex, multi-department financial and operational data into concise, executive-level narratives and recommendations.
• Experience in a private equity-backed or high-growth B2B SaaS environment is an asset.
• Proficiency with Excel, Google Workspace, NetSuite, and Salesforce in a finance context is preferred.
• Familiarity with data visualization and business intelligence tools such as Tableau, Looker, or equivalent is an asset.
• Experience supporting SOX compliance, audit readiness, or related financial control processes is preferred.
• Experience in hospitality technology or a related industry is an asset.

Benefits

• Remote work opportunity, with the source role supporting employees across Spain, the United Kingdom, and the United States; this posting is focused on the United States.
• Significant ownership over financial systems, reporting infrastructure, and the technology that supports executive decision-making.
• Direct exposure to senior leadership through executive and board-level reporting and financial analysis.
• A strong mandate to use AI and automation to improve finance workflows, reporting, consolidation, and analytical processes.
• Opportunity to work on complex, high-impact financial systems and forecasting challenges within a growing SaaS environment.
• Cross-functional collaboration with FP&A, Accounting, R