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.ai for 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

Apply for this Job

* Required
resume chosen  
Dropbox
(File types: pdf, doc, docx, txt, rtf)
Cancel
cover_letter chosen  
Dropbox
(File types: pdf, doc, docx, txt, rtf)
Cancel

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in SOCi’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Enter the verification code sent to to confirm you are not a robot, then submit your application.

This application was flagged as potential bot traffic. To resubmit your application, turn off any VPNs, clear the browser's cache and cookies, or try another browser. If you still can't submit it, contact our support team through the help center.