Finance Systems Technical Lead

𝗔𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗿𝗼𝗹𝗲 Assembly runs its commercial and financial operations on a connected stack of business systems. The ERP, the subscription management and billing platform, quoting, and the tax and compliance tooling that governs it all. This role is the finance-domain specialist who owns that stack day to day. It is a systems role, not an accounting role. You will not own the close, but you will be a reason the close goes smoothly: the person who keeps quote-to-cash clean end to end, who translates what Finance needs into configuration that holds up under audit, and who is trusted to change production carefully. You will sit on the Business Systems team alongside peers who own other system domains, and you will be the recognized owner of the finance side. 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂'𝗹𝗹 𝗼𝘄𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝗮𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 Act as the day-to-day administrator across the finance stack: the ERP and accounting platform, subscription management and billing, quoting, and tax automation. Own configuration of product and price book setup, billing plans and schedules, approval and workflow rules, notifications, and the mapping that carries transactions into the general ledger. Manage each platform’s release cycle: review vendor release notes, assess impact, regression-test in a sandbox, and communicate changes to Finance before they land. Own the support queue for finance systems issues including triage, resolve, or escalate to vendor support with clean diagnostics and reproduction steps. 𝗤𝘂𝗼𝘁𝗲-𝘁𝗼-𝗰𝗮𝘀𝗵 Support the full flow from quote through order, subscription, invoice, payment, revenue, and GL, keeping the handoffs between CRM, billing, tax, and the ERP clean. Translate commercial changes into system configuration: new pricing models, new SKUs, packaging changes, application updates, and change notifications. Support subscription mechanics including amendments, upgrades and downgrades, proration, co-terming, cancellations, and dunning. Support month-end and quarter-end close from the systems side: cross-system reconciliation, exception reporting, data remediation, and fast triage of anything blocking the close. 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲, 𝗰𝗼𝗻𝘁𝗿𝗼𝗹𝘀, 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 Administer access: role design, least-privilege provisioning, periodic user access reviews, and segregation-of-duties checks. Enforce change management for every configuration change requested, approved, tested, released, and documented, with an audit trail that stands on its own. Serve as the systems-side point of contact for internal and external audit requests. 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝘆 Run intake for finance systems requests: get past the stated ask to the underlying business need, document requirements, size the effort, and recommend configure, build, buy, or decline. Write functional requirements, process flows, and test scripts; run UAT with the business and hold the line on acceptance criteria. Maintain the documentation layer. Document configuration decisions and the reasoning behind them, integration maps, runbooks, and data dictionaries. Assist with building enablement so the business can self-serve: training sessions, quick-reference guides, and office hours around major changes. 𝗗𝗮𝘁𝗮, 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗶𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻𝘀 Monitor the integrations connecting CRM, billing, tax, and the ERP; investigate sync failures and own data-quality remediation. Act as the finance-domain subject matter expert on migrations, mass updates, and new system implementations. What you'll bring • Minimum 5 years administering or supporting finance and back-office business systems, ideally in a subscription or SaaS business. • Hands-on configuration experience with an ERP or cloud accounting platform. • Working knowledge of subscription management and recurring billing: billing schedules, proration, amendments, usage versus flat-fee models, dunning, and revenue schedules. • Experience supporting a quoting or CPQ process including product catalogs, price books, discount tiers, and approval routing. • Familiarity with automated sales tax and compliance tooling, and an appreciation for the governance obligations that come with it. • Real requirements-gathering skill: you can sit with a controller or a billing manager, separate the request from the need, and write it down clearly enough to build from. • Enough understanding of integration patterns (APIs, middleware and iPaaS, scheduled syncs) to trace where a record broke, even if you are not the one writing the code. • Discipline around change control, documentation, and access governance. You treat production like production. • Clear written communication and the temperament to work well with Finance during close week. Nice to have • Direct experience with Salesforce, Sage Intacct, Chargebee, or Avalara. • Experience with a CRM as the upstream system of record for quoting and orders. • Exposure to ASC 606 revenue recognition mechanics and how they land in system configuration. • Experience in a SOX-controlled or audited environment. • iPaaS or middleware experience. • Prior time on a dedicated business systems or enterprise applications team, rather than embedded inside Finance. • Legal technology, professional services, or another software vertical with complex renewal motions. Who you'll work with You will report to the Director of IT and Business Systems and partner closely with Finance and Accounting, revenue and sales operations. Within Business Systems, you will work alongside peers who own adjacent system domains, sharing the same intake, change management, and documentation standards.