Lead design and implementation of finance systems, integrations, and automated workflows (including NetSuite). Partner with Product, Engineering, and Operations to translate financial requirements, manage transformation projects, and scale processes across markets while improving controls and efficiency.
About Nclusion
About the Role
What You’ll Do
What You Bring to the Table
Benefits and Perks
Nclusion is on a mission to provide traditional financial services to 1.4 billion people worldwide without access today. Without a secure way to save, invest, or transfer money, individuals are not empowered to accumulate short or long-term wealth. We're changing that by bridging the gap between traditional banking and the communities that need it most.
As Finance Transformation Lead, you will drive the design, implementation, and optimization of finance systems, processes, and integrations that enable Nclusion to scale efficiently across markets and products.
You will work closely with Finance, Product, Engineering, Operations, and market teams to ensure financial requirements are incorporated into product development, operational workflows, and technology investments while identifying opportunities to automate and simplify how finance operates.
This role is based in our Palo Alto office. We work together onsite Monday through Thursday and remotely on Fridays.
- Lead Finance Transformation Initiatives – Own the implementation, optimization, and ongoing support of finance systems and process improvement initiatives that improve efficiency, scalability, and control.
- Partner with Product & Engineering – Serve as Finance's primary point of contact for product development initiatives, providing requirements, testing support, and feedback on financial workflows such as cash management, remittances, and operational processes.
- Design & Automate Finance Workflows – Build scalable accounting and finance processes, including system integrations, automated journal entry workflows, and connections between operational platforms and NetSuite.
- Manage Finance Systems & Integrations – Lead the implementation and maintenance of finance technology solutions, including third-party platforms and the integrations that connect them to the broader finance ecosystem.
- Drive Cross-Functional Execution – Collaborate with internal finance teams and market leaders to ensure systems, processes, and reporting capabilities support both corporate and local operational needs.
- 7+ Years of Experience in Finance Systems, Transformation, or Business Operations – You have successfully led systems implementations, process redesign initiatives, or operational transformation projects in a high-growth environment.
- Cross-Functional Leadership – The ability to work effectively across Finance, Product, Engineering, and Operations teams while aligning stakeholders around common goals.
- Problem Solving & Execution – A track record of designing scalable solutions, managing complex projects, and driving initiatives from concept through implementation.
- Systems & Process Expertise – You understand how finance systems, integrations, workflows, and controls work together to support accurate and efficient business operations.
- Fintech and Emerging Markets Perspective – You appreciate the operational complexity of delivering financial services across multiple markets and can balance scalability, compliance, and local business needs.
- 📈 401k with a match!
- 🩺 Medical Insurance
- 🦷 Dental Insurance
- 👓 Vision Insurance
- 💸 Competitive compensation & equity – We believe in sharing success.
- ✈️ Flexible PTO – We focus on impact, not tracking vacation days. We encourage a minimum of 14 days.
- 🍽️ In-office lunch, team events & culture
The base pay range for this role is $170,000 – $235,000 per year.
Nclusion Palo Alto, California, USA Office
Palo Alto, California, United States
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