Jobs and Careers

Senior Manager, Finance Systems Integration

United Statesfull_timeVerifiedPosted 18 Mar 2025

About the role

Position Purpose:The Finance Systems Integration Lead is responsible for overseeing the integration of existing TAIT entities and newly acquired businesses into TAIT’s enterprise resource planning (ERP) system and financial accounting framework. This includes ensuring financial processes align with TAIT’s global reporting requirements, including project-level, financial statement-level, and key performance indicators (KPIs). The role ensures that all integrations roll up into the full profit & loss (P&L) statement and balance sheet in a manner consistent with the rest of the organization.

Acting as a critical bridge between finance, IT, and operations, the Finance Systems Integration Lead drives ERP adoption, financial reporting consistency, and process standardization, ensuring that integrations enhance—not disrupt—business operations.Essential Responsibilities:

Financial & ERP Integration Oversight: Lead the end-to-end process of integrating entities into TAIT’s ERP and financial accounting structure, ensuring consistency across the organization.
Financial & Project Accounting Compliance: Ensure that integrated entities follow TAIT’s financial accounting, project accounting, and global reporting standards, including revenue recognition, cost tracking, and financial controls.
P&L and Balance Sheet Consolidation: Ensure that newly integrated entities are structured to seamlessly roll up into TAIT’s consolidated financial statements and reporting.
Global Reporting Adoption: Implement TAIT’s standardized reporting framework, ensuring that all integrations produce required financial statements, project-level reports, and KPIs on time.
Cross-Functional Coordination: Act as the bridge between finance, IT, and operations, ensuring that system integrations align with both financial needs and operational execution.
Financial Playbook Development: Create and maintain a financial playbook for system integrations, documenting best practices, reporting expectations, and system usage guidelines.
Training & Change Management: Lead Epicor ERP and financial reporting training for newly integrated teams, ensuring smooth adoption of TAIT’s financial systems and reporting structures.
Data Migration & Validation: Oversee data migration, ensuring that financial, operational, and KPI data are accurately transferred and aligned with TAIT’s reporting and compliance framework.
Implementation Support: Act as a dedicated financial resource during ERP implementations to ensure a smooth transition and proper financial structure setup.
IT & Systems Alignment: Work with IT teams to optimize ERP system configurations to support financial consolidation, KPI tracking, and global reporting consistency.
Timely Reporting & Compliance: Ensure that all integrated entities meet TAIT’s financial reporting deadlines, including P&L, balance sheet, and KPI submissions.

Minimum Qualifications

7+ of experience in ERP implementation, financial transformation, or business systems integration, preferably in a project-based business.
Strong understanding of financial accounting, project accounting, and ERP structures (Epicor experience preferred).
Experience working directly with finance, IT, and operations, ensuring system adoption aligns with real-world execution.
Proven project management experience, with the ability to manage multiple complex integrations.
Excellent communication and stakeholder management skills, translating financial/IT concepts for operational teams and vice versa.
Analytical mindset with problem-solving abilities to balance financial compliance with operational efficiency.
Experience in change management and process standardization to drive adoption.
Knowledge of data migration, system validation, and financial reporting controls.
PMP, CPA, CMA, or relevant certification.
Experience in project-based industries such as engineering, construction, or entertainment technology.
Previous M&A or business integration experience