Lead internal projects, partner with IT as the subject matter expert and lead tester.
Drive operational efficiencies.
Provide insights to help develop metrics for continued improvement.
Prepare and present program status updates for Finance leadership and the CFO.
Facilitate Quarterly Business Reviews (QBRs).
Build and maintain project plans, status dashboards, and data-driven reports.
Act as the primary intake point for Finance leadership.

7+ years in Financial Program Management and/or Operations, preferably within a SaaS environment.
Deep familiarity with Salesforce (CRM) and Salesforce CPQ is mandatory.
Working knowledge of NetSuite (or similar ERP).
Proven ability to map complex business processes and translate them into formal functional requirement documents.
Advanced Excel skills and the ability to pull and analyze data from Salesforce and NetSuite.
Experience testing in Netsuite and Salesforce.
Serve as the finance business leader responsible for quality of business testing.
Proven ability to manage stakeholders across different departments.

Finance Operations Lead

Key skills