Financial Systems Transformation Lead

Financial Systems Transformation Lead

Acumatica is a company on a mission. We are a leading innovator in cloud ERP (Enterprise Resource Planning) solutions with growing businesses worldwide. Acumatica is different by design and purposely built to help small and midsized companies thrive in today's digital economy. Our industry-specific business management solution is engineered to address real-world needs—featuring intelligent workflows and market-leading usability that enable companies to manage risk, anticipate disruption, and seize new opportunities.

Our principled business practices, growth-friendly licensing, and flexible deployment options put organizations in control of their own future. Acumatica is more than just a product—we are a community of partners, customers, and creators committed to elevating business performance. Our ecosystem is driven by collaboration, merging leading technology and real-world insights to put organizations control of their future. In May of 2025, Acumatica was acquired by Vista Equity Partners, a global investment firm focused on enterprise software, data and technology-enabled businesses.

Acumatica's culture is collaborative and high-energy. We are passionate about our product and our mission, and we are loyal to each other and our company. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world. Acumatica offers exceptional professional and financial growth potential.

Acumatica is seeking an innovative and execution-focused Financial Systems Transformation Lead to join our Accounting Leadership.

This role will lead the transformation of finance and accounting processes, systems, automation, and AI-enabled capabilities as the company scales through significant organic growth and acquisitions.

This leader will challenge existing processes and operating assumptions, design scalable operating models, modernize finance processes, drive automation initiatives, lead acquisition-related systems integration, and build a culture of innovation and continuous improvement.

The ideal candidate combines finance process expertise, business systems leadership, transformation experience, and a passion for leveraging technology and AI to improve organizational effectiveness.

Specific goals for this position center around achieving significant reduction in manual finance activities and increased automation across key accounting functions; responsible and successful implementation of AI-enabled workflows; faster and more efficient close processes; improved finance productivity and scalability; and seamless integration of acquired businesses.

Key Responsibilities

Lead Finance Transformation

• Develop and execute a multi-year finance transformation roadmap.
• Redesign finance and accounting processes to support rapid growth and acquisitions.
• Improve scalability, efficiency, control, and user experience across finance operations.
• Establish productivity and automation metrics for the organization.
• Own the architecture and optimization of finance-related quote-to-cash processes.
• Lead strategy and governance for finance workflow tools and reporting and analytics platforms

Lead AI & Automation Initiatives

Develop and execute an AI strategy across finance and accounting.

Identify opportunities to automate and improve:

• Contract review and setup
• Revenue operations workflows
• Reconciliations and close management
• Audit support
• Reporting and analytics
• Workflow routing and approvals

Build governance frameworks supporting responsible AI adoption.

Lead Acquisition Integration

Partner with Corporate Development, Technical Accounting, and Controllership teams to:

• Assess acquired company systems
• Develop finance integration roadmaps
• Lead systems harmonization efforts
• Coordinate data migration activities
• Accelerate operational synergies

• Bachelor's degree in Accounting, Finance, Information Systems, Business, or related field.
• 10+ years of experience in finance transformation, finance operations, consulting, business systems, or related disciplines.
• Experience leading large-scale transformation initiatives.
• Demonstrated success…