Senior Manager, Finance Systems

About Goosehead Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members.

Job Summary Finance Operations is the architectural backbone of Goosehead’s finance and accounting organization. We design, build, and optimize the processes and systems that transform back-office finance operations into highly automated and scalable strategic capabilities.

The Senior Manager, Finance Systems serves as the lead technical architect and steward of Goosehead’s financial technology ecosystem, ensuring the reliability, integrity, scalability, and effective adoption of critical finance platforms. This is a high-impact individual contributor role for a seasoned leader who excels in complex system environments, data-driven problem solving, hands-on technical ownership, and cross-functional partnership.

This role owns the end-to-end lifecycle of our back-office finance platforms supporting revenue recognition, accounting, finance, and procurement operations. The primary objective of the role is to continuously evolve manual and fragmented workflows into streamlined, automated, scalable, and well-controlled business processes.

The Senior Manager, Finance Systems is responsible for maintaining system stability, strengthening data integrity, and designing scalable architecture that supports operational excellence across the CFO organization. This role also serves as the primary point of contact for finance system administration, end-user technical support, platform training, and process enablement to ensure business users leverage financial systems effectively and consistently.

This position partners closely with Accounting, FP&A, Procurement, and Internal Audit teams to enhance and support platforms including Net Suite, Coupa, Alteryx, and Workiva, while collaborating with Goosehead’s IT and Data organizations to leverage enterprise technologies such as Snowflake, Tableau, Power BI, Salesforce, and Workday.

Principal Duties and Responsibilities Own and administer core finance systems including Net Suite, Coupa, Alteryx, Omnea, and Workiva, ensuring stability, performance, and scalability

Manage finance system configurations, environments, integrations, user access, security, and vendor relationships

Serve as the primary point of contact for finance system support, troubleshooting, end-user training, and platform enablement across Accounting, FP&A, AP, AR, and Procurement teams

Support Finance Operations through timely issue resolution, root cause analysis, process guidance, and continuous system improvement

Design, maintain, and optimize integrations, APIs, ETL processes, and financial data pipelines across enterprise platforms

Ensure financial data integrity, reconciliation, governance, and compliance across systems

Partner with Finance, IT, and Enterprise Data teams to deliver reporting, dashboards, analytics, and process improvements

Lead system upgrades, enhancements, testing, deployments, and change management initiatives across the finance technology ecosystem

Enforce SOX controls, audit requirements, segregation of duties, and system security standards to maintain a strong control environment

Drive automation, workflow optimization, and scalable process improvements scripting and automation tools

About You / Experience and Education Fluent in both Finance and Technology concepts with the ability to translate between accounting requirements (GAAP, SOX, controls) and technical system design (APIs, integrations, and data models) across the CFO organization.

Possess an architectural mindset with strong analytical skills and the ability to identify process gaps, control weaknesses, and points of failure within complex financial systems and integrations.

Highly independent and self-directed, with the ability to navigate cross-functional environments, influence stakeholders, and drive finance…