Financial Systems Manager

in the digital era by enabling joyful customer experiences with individualized communications based real-time behavioral data, harmonized cross-channel communications based on customer lifecycle, and dynamic always-on journeys that adapt to customer signals. Our powerful customer communication platform helps marketers manage end-to-end customer engagement programs with enterprise-grade security, compliance and controls for their customers.

Iterable's momentum grows daily and there has never been a more exciting time to join the team! We've been recognized as one of the Best Places to Work - SF for the past five years, recognized as one of Inc's Best Workplaces and Fastest Growing Companies, and we were recognized on Forbes' list of America's Best Startup Employers in 2022. Notably, Iterable has also been listed on Wealthfront's Career Launching Companies List and has held a top 10 ranking on the Top 25 Companies Where Women Want to Work.

We have a global presence with offices in San Francisco, New York, Denver, and London, and recently expanded our operations to Australia and New Zealand. Iterable's reach extends worldwide, and we have remote employees across the globe. As we scale, we continue to live by our core four, founding values - Trust, Growth Mindset, Balance, and Humility. To understand the Iterable story, and learn more about our mission, explore our Culture and About Us page.

How You Will Make an Impact:

As the Finance Systems Manager, you will be the driving force behind the strategic vision and execution of our financial systems. Serving as both the lead system administrator and developer, you will be pivotal in shaping and implementing a robust finance systems strategy and roadmap that supports Iterable's growth and scalability. Your expertise will be crucial in designing and architecting scalable financial systems that align with our expanding global footprint. You will collaborate closely with Finance and cross-functional teams to spearhead Finance transformation initiatives, enhance automation, streamline core financial processes, and support international expansion efforts across current and future finance systems.

How You Will Make a Difference:

• Systems Management & Optimizatio****n: Serve as the principal administrator for key business systems and tools such as NetSuite, Zone Billing, Floqast, Avalara, and Carta. Your responsibilities will include managing user access, conduct upgrade testing, develop workflows, and oversee application integration.
• Cross-Functional Collaboration: Partner with accounting and finance teams to enable new features within NetSuite and other financial systems, driving alignment among cross-functional stakeholders for solution design. Provide ongoing support and training to end-users for better system adoption.
• Data Reporting & Analysis: Develop, maintain, and enhance financial dashboards, KPIs, and reporting tools across systems to support leadership in making data-driven decisions.
• Process Automation: Lead initiatives to automate financial processes such as billing, revenue recognition, payroll, and reporting.
• Financial Data Integrity: Maintain the accuracy and consistency of financial data across all systems, collaborating with finance and IT teams to establish processes for data quality assurance.
• System Implementation & Upgrades: Oversee the implementation of system upgrades, configurations, and new financial tools, ensure integration across platforms, and support user training.
• Compliance & Security: Ensure financial systems comply with internal policies and external regulatory requirements (SOX, IPO-readiness) while implementing security best practices across systems. Provide consultation and technical leadership in project planning.
• Continuous Improvement: Stay abreast of the latest system functionalities and proactively identify and execute on system improvements, increasing operational efficiency and optimizing reporting.
• Vendor Management: Act as the primary liaison for financial system vendors, ensuring service levels are met and exploring future system enhancements or upgrades.

We Are Looking for Individuals Who Have:

• 10+ years of experience in developing system solutions for Finance, including system configuration, development, data security, and reporting. Experience with NetSuite is required.
• A Bachelor's Degree in accounting, finance, information systems, or an equivalent combination of skills, training, and experience.
• Expertise in NetSuite Advanced Revenue Management and a deep understanding of NetSuite's core processes, modules, customization, and reporting functionalities.
• Experience with BI reporting tools such as Sigma is preferred.
• Proficiency in writing optimized queries for integration with other applications.
• A solid understanding of general accounting processes, including but not limited to revenue recognition, AR, AP, and payroll.
• Exceptional written and verbal communication skills, with the ability to convey complex concepts clearly and effectively.
• Strong project and time management skills, with the ability to prioritize and manage multiple tasks simultaneously.
• A keen ability to evaluate systems, processes, and workflows, developing plans for change, improvement, or integration.
• Experience in providing risk assessment for new functionalities and enhancements, while identifying process improvement opportunities to drive innovation.
• Confidence in interfacing with all levels and departments within the organization, coupled with outstanding change management skills to lead teams through transitions.
• A detail-oriented, analytical mindset, with the ability to multi-task and solve problems in a fast-paced environment, adapting to change as needed.

Perks & Benefits:

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Days (additional paid holidays)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Monthly Employee Wellness allowance
• Monthly Professional Development allowance
• Pre-tax commuter benefits
• Complete laptop workstation

The US base salary range for this position at the start of employment is 133,500 - 200,000. Within this range, individual pay is determined by specific US work location, as well as additional factors, including job-related skills, experience, relevant education or training, and internal equity considerations.

Please note that the range listed above reflects only base salary. The total compensation package includes variable pay (where applicable), equity, plus a range of benefits, including medical, dental, vision, and financial. In addition, we offer perks such as generous stipends for health & fitness and learning & development, among others.

Iterable is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Iterable does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender-identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Iterable also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. Pursuant to the San Francisco Fair Chance Ordinance and other similar state laws and local ordinances, and its internal policy, Iterable will also consider for employment qualified applicants with arrest and conviction records.