Financial Systems Manager

Iterable is the leading AI-powered customer engagement platform that helps leading brands like Redfin, SeatGeek, Priceline, Calm, and Box create dynamic, individualized experiences at scale. Our platform empowers organizations to activate customer data, design seamless cross-channel interactions, and optimize engagement—all with enterprise-grade security and compliance. Today, nearly 1,200 brands across 50+ countries rely on Iterable to drive growth, deepen customer relationships, and deliver joyful customer experiences.

Our success is powered by extraordinary people who bring our core values—Trust, Growth Mindset, Balance, and Humility—to life. We foster a culture of innovation, collaboration, and inclusion, where ideas are valued and individuals are empowered to do their best work. That’s why we’ve been recognized as one of Inc’s Best Workplaces and Fastest Growing Companies, and 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.

With a global presence—including offices in San Francisco, New York, Denver, London, and Lisbon, plus remote employees worldwide—we are committed to building a diverse and inclusive workplace. We welcome candidates from all backgrounds and encourage you to apply. Learn more about our story and mission on our Culture and About Us pages. Let’s shape the future of customer engagement together!

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 & Optimization: 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.