Harvey Logo

Harvey

Lead Product Owner, Finance Applications

Posted One Month Ago
Remote
Hiring Remotely in USA
175K-226K Annually
Senior level
Remote
Hiring Remotely in USA
175K-226K Annually
Senior level
Own Harvey’s finance applications portfolio, including NetSuite, procurement, spend, billing, and revenue systems. Lead discovery, process design, architecture, roadmap prioritization, configuration, integrations, automation, testing, and deployment across global finance processes. Partner with Accounting, FP&A, Revenue Operations, Procurement, Tax, Security, and Business Technology to solve complex multi-entity, multi-currency, billing, and revenue recognition challenges. Mentor peers and establish application quality, governance, and change-management practices.
The summary above was generated by AI
Why Harvey

At Harvey, we’re transforming how legal and professional services operate. By combining frontier agentic AI, an enterprise-grade platform, and deep domain expertise, we’re reshaping how critical knowledge work gets done for decades to come.

This is a rare chance to help build a generational company at a true inflection point. We have strong product-market fit and world-class investor support. We’re scaling fast and defining a new category in real time. The work is ambitious, the bar is high, and the opportunity for growth — personal, professional, and financial — is unmatched.

Our team moves fast, takes ownership, and is deeply committed to the mission — operating with intensity, staying close to our customers, and pushing each other for excellence. We live by three values: Decisiveness, Simplicity, and Job's Not Finished. We act quickly on clear judgment over perfect information, we believe simplicity is what scales, and we're never satisfied with where we are. If you want to do the best work of your career alongside people who share that drive, we'd love to build with you.

At Harvey, the future of professional services is being written today — and we’re just getting started.

Role Overview

We're looking for a Lead Product Owner, Finance Systems to own the systems and workflows that power Harvey's finance organization as we scale globally. This role sits at the center of our finance technology portfolio: NetSuite as the ERP core, Zip for procurement intake and approvals, Ramp and Brex for spend and card programs, and Metronome for usage-based billing. You'll help shape the roadmap across that portfolio, prioritize competing demands, and drive changes from discovery through deployment, all in an agile and high-growth environment.

You'll partner closely with Accounting, FP&A, Revenue Operations, Procurement, and Tax, as well as teams across Business Technology (where the Finance Systems team lives) and Security, to translate business needs into scalable, well-governed solutions. This role is as much advisory as it is technical and hands-on: you'll bring thought leadership to the finance org, sit with stakeholders to understand complex and often ambiguous business problems, solution design the tools and automations, and then execute hands-on in the toolstack.

What You'll Do
  • Act as the product owner for one or more of Harvey's core finance business process areas (order-to-cash, procure-to-pay, and/or record-to-report), along with the systems that serve them. Run discovery with process owners, define target-state process and system design, own the roadmap, and measure success based on value add output and accuracy.

  • Lead the hardest problems in your domain, where there's no established pattern to configure against. That could be international expansion and the entity, currency, tax, and statutory complexity that comes with it, or new product offerings where pricing, billing model, and revenue recognition treatment have to be designed together.

  • Develop and maintain a holistic architecture strategy for the finance applications ecosystem: where each system's boundaries sit, how data moves between them, and what Harvey will need short, mid and long term. Work with the owners of adjacent enterprise systems, including Workday and Salesforce, on the integrations and handoffs finance depends on.

  • Find manual work and eliminate it, replacing spreadsheets, manual data entry, and email-based approvals with core configuration, automated workflows and integrations. Evaluate new functionality within existing and/or new tooling for best fit at Harvey.

  • Configure, maintain, and optimize NetSuite and, dependent on business process ownership determined, own the spend and revenue system workflows that feed the ledger: Zip intake and approvals, Ramp and Brex card programs and expenses, Metronome usage ingestion and downstream invoicing logic, and future tooling for advanced revenue recognition. Understand, advise and execute on data flows, as well as the upstream product and company-wide data sources that revenue reporting depends on.

  • Identify, test, and implement practical AI and automation opportunities across the processes you own in a controlled manner, with clear resulting impact of time savings and manual output eliminated.

  • Own quality across your applications, ensuring lightweight SDLC to balance accuracy and agility. Partner with leadership to set best practices and serve as the mentor and escalation point for peers across Finance and Business Technology on the portfolio's hardest design questions.

What You Have
  • 7+ years of hands-on experience as a finance systems professional, including 5+ years of direct NetSuite experience with demonstrated complex configuration depth and supporting a global, multi-entity and multi-currency finance organization.

  • Product owner or product manager experience in at least one core finance business process area (order-to-cash, procure-to-pay, and/or record-to-report), with extensive depth in that domain: discovery with process owners, target-state process design, proposing tradeoffs or workarounds, and owning a roadmap through delivery. Familiarity with the adjacent areas matters more than equal depth in all three.

  • Excellent communication and stakeholder management skills at various levels of the business and technology organizations: adapting how you make a case depending on the audience, building alignment across cross-functional teams, and saying no to a request and explaining why. A track record of mentoring peers, setting technical standards, or being the expert others escalate to on hard problems.

  • Demonstrated ability to solve ambiguous, high-stakes process problems without an existing playbook, operating with a high degree of autonomy while knowing when to pull others in on high-impact decisions. Examples include international expansion and multi-entity or multi-currency complexity, or new product offerings where pricing, billing model, and revenue recognition treatment have to be designed together.

  • Deep understanding of leading and emerging trends in SaaS finance applications and architecture, including where automation and AI are truly driving innovation.

  • Direct experience implementing best practices around change management, regression and UAT planning, segregation of duties, and regulatory requirements, while increasing efficiencies.

Compensation

$175,000 - $225,500 USD

Depending on your location, an Applicant Privacy Notice may apply to you. You can find all of our Applicant Privacy Notices here.

[#LI-RB1]

Harvey is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made by emailing [email protected]

HQ

Harvey San Francisco, California, USA Office

San Francisco, California, United States

Similar Jobs

15 Minutes Ago
In-Office or Remote
7 Locations
123K-223K Annually
Senior level
123K-223K Annually
Senior level
Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
Leads and executes risk-based IT, technology, and cybersecurity audits for a regulated financial institution. Responsibilities include risk assessment, audit scoping, control testing, reporting, remediation validation, application and infrastructure reviews, third-party technology assessments, audit planning, methodology improvement, and coaching. The role requires translating complex technical risks for varied audiences and applying data analytics and AI throughout the audit lifecycle.
Top Skills: Artificial IntelligenceCobitData AnalyticsNist
15 Minutes Ago
In-Office or Remote
7 Locations
223K-335K Annually
Expert/Leader
223K-335K Annually
Expert/Leader
Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
Leads and develops an enterprise sales team responsible for strategic seller acquisition, pipeline generation, complex deal execution, forecasting, revenue growth, and repeatable upmarket sales motions. Partners cross-functionally with product, solutions engineering, legal, finance, marketing, partnerships, implementation, and customer success. Coaches enterprise account executives, manages strategic opportunities, improves deal quality, and uses market insight to influence product, pricing, and go-to-market strategy.
Top Skills: APIsArtificial IntelligenceAutomationDataFintechIntegrationsPaymentsSaaS
44 Minutes Ago
In-Office or Remote
San Francisco, CA, United States
190K-270K Annually
Senior level
190K-270K Annually
Senior level
Artificial Intelligence • Software • Biotech • Pharmaceutical • Generative AI
Build and operate production AI systems for FDA regulatory intelligence, including evaluation pipelines, document ingestion and retrieval, multi-agent workflows, data pipelines, cloud infrastructure, and secure multi-tenant services. Collaborate with former FDA experts to translate domain judgment into product requirements and evaluation cases. Own architecture, reliability, observability, cost, security, and rapid 0-to-1 delivery across the stack.
Top Skills: AlembicAmazon EcrAmazon RdsAmazon S3Anthropic ApiApplication Load BalancerAws EcsAws FargateAws Secrets ManagerClaude Agent SdkCloudflareDockerFastapiGithub ActionsGraphragKnowledge GraphsLanggraphMcpOpentofuPostgresPymupdfPythonPython-DocxReactSQLSqlalchemyTailwind CssTerraformTypescriptVercel Ai SdkVite

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account