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We are building a world-class Finance Systems team at Plaid to optimize finance operations and reporting. We work cross-functionally with Accounting, FP&A, Procurement, Legal, Engineering, and Security to ensure our finance stack is reliable, secure, and scalable. As a Finance Systems Lead, you’ll manage and optimize Plaid’s NetSuite ERP and related financial applications. You’ll help drive automation and improve data integrity across our finance tech stack. You’ll be hands-on with integrations, workflows, reporting tools, and system configurations. Your work will directly support critical finance processes and strategic scaling initiatives.
Job Responsibility:
Own & Lead the Finance Stack: You will be the primary owner of the finance systems stack—setting strategic direction, prioritizing the roadmap, and remaining hands-on to build and customize within NetSuite. You will oversee the reliability of integrations across the stack—including Numeric, Pigment, Tesorio and Paystand—to enable seamless data flow and high data integrity
Partner Cross-Functionally: You will partner with Accounting, FP&A, Engineering, and RevOps to translate complex business and reporting requirements into scalable, secure technical solutions
Ensure SOX Compliance: You will own the design and execution of SOX-compliant system controls, documentation, and change management in close partnership with Accounting and Audit
Drive Innovation & AI: You will spearhead continuous automation and process improvements, including the strategic adoption of AI-enabled workflows to eliminate manual friction
Team & Vendor Leadership: You will lead, coach, and develop finance systems team members and manage external consultants as needed to ensure high-quality, on-time delivery of the roadmap
Requirements:
10 years of experience in financial systems leadership, with deep expertise in system optimization and scaling within a high-growth technology company
Hands-on Technical Acumen: Expert-level ability to build within NetSuite, including experience with SuiteScript and complex workflows
Outcome-Oriented Execution: A "high-ownership" project leader who is comfortable challenging the status quo
you take full accountability for the roadmap, driving cross-functional initiatives from requirements to launch with urgency and grit
Executive Presence & Communication: Exceptional ability to "speak both languages"—distilling technical complexity into clear strategic choices for senior leadership and stakeholders
Team & Vendor Leadership: Demonstrated success in managing internal talent and external consultants, with a focus on holding third-party partners accountable and driving high-quality outcomes through others
SOX & Controls Ownership: Proven experience maintaining SOX-compliant system controls, including change management, audit trails, and user access, to ensure a high-trust financial environment
Financial Stack Optimization: Deep experience managing and integrating tools across the finance lifecycle—such as Salesforce for Quote-to-Cash, Numeric for close management and Pigment for FP&A — with NetSuite
AI Adoption & Innovation: Demonstrated ability to evaluate and implement AI-enabled solutions and intelligent automation to modernize financial processes
Public Company Expertise: Experience operating within a publicly traded tech company, bringing architectural discipline and reporting standards for large-scale environments