Director, Finance Systems

The Director, Finance Systems leads the Finance business strategy, governance, and continuous improvement of the technology, data, reporting, and processes that enable TAIT's global Finance organization. The role owns Finance capability and technology demand, optimizes the current Epicor environment, leads Finance through the selection, implementation, user acceptance testing, and data validation of the next-generation ERP platform, and leads Finance participation and requirements within the cross-functional Professional Services Automation (PSA) and Configure, Price, Quote (CPQ) programs.

In close partnership with the VP, Enterprise Applications, the Director serves as Finance's senior business owner for ERP and Finance applications contributing to the company’s Technology Roadmap to ensure the roadmap reflects Finance value, GTS Capacity, enterprise architecture and operational sustainability. Within Finance-owned platforms, the role leads Finance process and control requirements, data definitions, testing, and adoption; GTS leads architecture, integrations, cybersecurity, environments, deployment, and technical operations.

For cross-functional platforms, business-process ownership and decision rights remain with the relevant operational owner.

The Director partners across the connected quote-to-project-to-cash landscape and leads Finance requirements and Finance acceptance for PSA and CPQ. Salesforce CRM involvement is limited to changes affecting Finance processes, controls, data, reporting, or integrations.

Responsibilities:

• Develop and maintain a multi-year Finance Technology Roadmap in partnership with the company’s transformation architect, ensuring alignment with TAIT’s target operating model, strategy, growth priorities, Finance operating model, control requirements, and reporting needs.
• Establish governance for initiative intake, manage prioritization, investment, decision rights, risk, benefits realization, and performance measurement.
• Evaluate emerging Finance technologies, automation, analytics, and AI; develop business cases and recommend investments that improve efficiency, scalability, control, and user experience.
• Serve as the Finance business owner for Epicor, driving stabilization, optimization, adoption, and reduction of manual workarounds.
• Lead Finance through the evaluation, selection, design, implementation, stabilization, and continuous improvement of TAIT's next-generation ERP solution.
• Direct Finance work streams include process design, operating model, requirements, chart of accounts, master data, migration, testing, user acceptance, training, change management, cutover, and hypercare.
• Ensure ERP capabilities support Accounting, Project Accounting, FP&A, Treasury, Tax, Procurement, Fixed Assets, operational interfaces, and executive reporting.

Finance Partnership for PSA, CPQ & CRM Integration

• Represent Finance in the PSA program and define Finance requirements for downstream accounting, billing, revenue recognition, project financial reporting, margin visibility, controls, Finance data, and ERP integration.
• Lead Finance requirements for CPQ, including Finance data, costing inputs, margin visibility, tax and accounting treatment, financial-control requirements, and downstream ERP and reporting needs.
• Partner with Sales, Commercial, Project Management, Operations, GTS, and platform owners to establish reliable integrations across Salesforce, CPQ, PSA, ERP, and reporting. Contribute to Salesforce CRM changes only where Finance impacts exist.
• Identify opportunities to eliminate manual steps, disconnected workflows, and collaboration-platform workarounds.

Finance Systems Operations & Portfolio Management

• Lead the operating model and continuous improvement of Finance…