The Finance Systems Lead manages and optimizes financial systems, ensuring integration and compliance, while enhancing operational efficiency through automation and collaboration across teams.
Position: Finance Systems Lead
Location: US (Remote)
Reports to: Director - Accounting & Corporate Controller
About Us
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames.
Our People
With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our Impact
As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Who You Are:
We are seeking a Finance Systems Lead to own and evolve Highlevel’s financial system ecosystem You see connections across processes, systems, and data. You will design scalable, automated solutions that reduce manual work, strengthen data integrity, and keep our systems resilient and future-proof as we grow.
This role is about impact: you’ll be the architect behind how financial data flows across the team, ensuring our ERP, close, planning, and procure-to-pay systems don’t just keep pace with growth—they accelerate it. As the subject matter expert, you’ll partner with Accounting, Finance, Procurement, and IT to align systems with business needs, enable smarter decision-making, and introduce cutting-edge tools like AI agents to push automation to the next level.
What You’ll Be Doing:
- Lead administration and roadmap for our financial tech stack : ERP, financial planning, close management, equity, and procure-to-pay platforms
- Partner closely with Accounting, FP&A, Procurement, legal, and IT teams to ensure systems meet business needs, scale with the company, and support operational efficiency
- Maintain and optimize system configurations, workflows, and integrations to improve automation, accuracy, and usability
- Assist teams in identifying, implementing, and leveraging AI-powered tools (e.g. AI Agents) to automate manual processes and enhance operational efficiency
- Manage user access, roles, and permissions across finance systems, ensuring compliance with access controls and IT general controls (ITGCs)
- Support audit and compliance efforts by maintaining appropriate documentation, system logs, and change management processes
- Help develop and maintain both custom and standard (canned) reports from finance systems to support decision-making and operational insights
- Ensure finance systems integrate seamlessly with each other and with other internal platforms via APIs and other integration methods
- Lead new systems and tools evaluation, selection, and implementation
- Partner with internal teams and external vendors to triage issues and improve system performance
- Develop and deliver training, documentation, and ongoing support for system users across the organization
- Stay current on industry best practices, regulatory requirements, and system capabilities to continually enhance our finance tech stack
What You’ll Bring:
- Bachelor’s degree in Accounting, Finance, or Management Information Systems or equivalent
- 8+ years of experience managing finance and accounting systems for a public company, preferably in a high-growth SaaS or tech environment
- Strong understanding of finance and accounting processes, including GL, close management, FP&A, procure-to-pay, and compliance controls
- Hands-on experience configuring, maintaining, and supporting ERP and related financial systems—experience with Intacct required.
- Other systems experience highly preferred: FloQast, Abacum, Ramp, Bill.com, and Expensify
- Experience working with or implementing AI-powered tools (AI Agents) to automate finance and accounting processes, enhance reporting, or streamline workflows
- Solid understanding of system integrations and data flows, including experience working with APIs, middleware, and third-party tools
- Strong understanding of GAAP and financial reporting requirements for public companies with the ability to fine tune systems based on these requirements.
- Familiarity with ITGCs, SOX compliance requirements, and best practices around access controls and audit support
- Proven ability to collaborate across Accounting, Finance, IT, and cross-functional stakeholders to deliver scalable solutions
- Experience supporting reporting needs, including building and customizing financial reports and dashboards
- Strong analytical, problem-solving, and project management skills, with attention to detail and a focus on continuous improvement
- Excellent communication skills and a customer-service mindset when supporting internal users
- Excellent organization and time management skills
- Shows curiosity in new technologies and ways to automate processes
Equal Employment Opportunity Information
The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government record keeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
#LI-Remote
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Top Skills
Abacum
Ai Tools
Bill.Com
Erp
Expensify
Financial Planning Systems
Floqast
Intacct
Ramp
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