Full-Time

Financial Systems Manager

Posted on 11/22/2024

Iterable

Iterable

501-1,000 employees

Customer engagement platform for personalized marketing

Data & Analytics
Consumer Software

Compensation Overview

$133.5k - $200kAnnually

Expert

Remote in USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
NetSuite
Requirements
  • 10+ years of experience in developing system solutions for Finance, including system configuration, development, data security, and reporting. Experience with NetSuite is required.
  • A Bachelor’s Degree in accounting, finance, information systems, or an equivalent combination of skills, training, and experience.
  • Expertise in NetSuite Advanced Revenue Management and a deep understanding of NetSuite’s core processes, modules, customization, and reporting functionalities.
  • Experience with BI reporting tools such as Sigma is preferred.
  • Proficiency in writing optimized queries for integration with other applications.
  • A solid understanding of general accounting processes, including but not limited to revenue recognition, AR, AP, and payroll.
  • Exceptional written and verbal communication skills, with the ability to convey complex concepts clearly and effectively.
  • Strong project and time management skills, with the ability to prioritize and manage multiple tasks simultaneously.
  • A keen ability to evaluate systems, processes, and workflows, developing plans for change, improvement, or integration.
  • Experience in providing risk assessment for new functionalities and enhancements, while identifying process improvement opportunities to drive innovation.
  • Confidence in interfacing with all levels and departments within the organization, coupled with outstanding change management skills to lead teams through transitions.
  • A detail-oriented, analytical mindset, with the ability to multi-task and solve problems in a fast-paced environment, adapting to change as needed.
Responsibilities
  • 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.
  • 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.
  • Develop, maintain, and enhance financial dashboards, KPIs, and reporting tools across systems to support leadership in making data-driven decisions.
  • Lead initiatives to automate financial processes such as billing, revenue recognition, payroll, and reporting.
  • Maintain the accuracy and consistency of financial data across all systems, collaborating with finance and IT teams to establish processes for data quality assurance.
  • Oversee the implementation of system upgrades, configurations, and new financial tools, ensure integration across platforms, and support user training.
  • 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.
  • Stay abreast of the latest system functionalities and proactively identify and execute on system improvements, increasing operational efficiency and optimizing reporting.
  • Act as the primary liaison for financial system vendors, ensuring service levels are met and exploring future system enhancements or upgrades.

Iterable is a customer engagement platform that helps businesses create personalized marketing strategies using real-time data. The platform allows companies to design tailored content for each customer, ensuring that communications are relevant and impactful. By orchestrating messages across various channels, Iterable reduces noise and enhances the customer experience, enabling businesses to respond quickly to customer signals. The service operates on a subscription model, where clients pay a fee based on their specific needs. Iterable also incorporates AI to improve the effectiveness of marketing messages, offering features that support cross-channel communication and advanced personalization. The company's goal is to empower businesses to thrive in a competitive market by fostering strong, one-on-one relationships with their customers.

Company Stage

Series E

Total Funding

$332.9M

Headquarters

San Francisco, California

Founded

2013

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

2%

2 year growth

-1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Generative AI-Powered Journey Builder simplifies creating customer journeys with natural language prompts.
  • Native WhatsApp integration expands global reach, enhancing customer engagement opportunities.
  • Expie Awards highlight Iterable's success in achieving exceptional customer engagement.

What critics are saying

  • Increased competition from AI-powered platforms like Braze and Salesforce may erode market share.
  • Data privacy regulations like GDPR could limit Iterable's personalized marketing capabilities.
  • Economic downturns may reduce demand for subscription-based services like Iterable's platform.

What makes Iterable unique

  • Iterable's AI-powered platform offers personalized, cross-channel customer engagement at scale.
  • The Smart Ingest feature consolidates data from multiple sources for enhanced marketing strategies.
  • Joining the MACH Alliance positions Iterable as a leader in open technology ecosystems.

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Benefits

Paid Parental Leave

Competitive salaries, meaningful equity

Medical, dental, vision, & life insurance

Balance Days

Fertility & Adoption Assistance

Paid Sabbatical

Flexible PTO

Monthly Employee Wellness allowance

Monthly Professional Development allowance

Pre-tax commuter benefits

Complete laptop workstation

Comprehensive Private Medical Insurance

401(k) Retirement Plan

INACTIVE