FP&A Systems Lead

🕒 Março 16

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $117.000 - $174.500 / ano

⏰ Tempo Integral

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

🗣️🇺🇸🇬🇧 Inglês obrigatório

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HighLevel

201 - 500 funcionários

Fundada em 2018

☁️ SaaS

🤝 B2B

💰 Series A em 2021-11

SaaS • Marketing • B2B

HighLevel é uma plataforma all-in-one de marketing e vendas criada para ajudar empresas a crescer e ter sucesso. A solução consolida diversas ferramentas de marketing em um único lugar, oferecendo recursos como captura de leads por meio de landing pages, pesquisas, formulários e calendários, além de ferramentas de nutrição de leads via mensagens automatizadas em múltiplos canais, incluindo telefone, SMS, e-mail e redes sociais. A HighLevel oferece soluções personalizáveis, como agendamento online de compromissos, campanhas de follow-up multicanal e gestão de pipeline. Além disso, as empresas podem criar sites, funis e landing pages com o construtor de páginas intuitivo. A HighLevel permite integração com sistemas existentes via API e oferece uma plataforma de membros para construção de comunidade e gestão de cursos. Voltada para profissionais de marketing, a plataforma disponibiliza opções de white label para que as empresas possam aplicar sua própria marca ao software. Com uma abordagem de desenvolvimento orientada pela comunidade e suporte premiado, a HighLevel tem como foco capacitar as empresas a otimizar suas operações e aumentar a eficiência de marketing.

Descrição

• Support the implementation, configuration, and ongoing maintenance of Abacum, ensuring the tool meets Finance’s planning, reporting, and forecasting needs • Integrate financial and operational data from key systems (e.g., NetSuite, Snowflake, HRIS, CRM, billing systems) to ensure accurate and automated data flows into Abacum • Build and enhance reporting dashboards and planning templates within Abacum to support Finance and cross-functional teams with consistent, real-time insights • Effectively lead the intake, coordination, and execution of multiple projects or requests from cross-functional stakeholders. • Collaborate with FP&A and Accounting teams to align data definitions, assumptions, and reporting structures across systems • Support the rollout of Abacum “spaces” and dashboards for business partners across the organization, ensuring data accuracy and ease of use • Assist with data validation and reconciliations to ensure integrity between source systems, financial models, and reporting outputs • Document key workflows, integrations, and system processes to ensure long-term scalability and repeatability • Identify and automate manual Finance workflows by leveraging system capabilities and integrations to reduce friction and improve efficiency • Partner with Finance leadership to evaluate new features, enhancements, or integrations that improve system performance and user experience • Provide training and support to FP&A and business users on system functionality, dashboards, and best practices

🎯 Requisitos

• Bachelor’s degree in Finance, Accounting, Information Systems, or a related field • 8+ years of experience in FP&A, Finance Systems, or related roles within a SaaS or technology company • Hands-on experience with FP&A tools (Abacum preferred; Pigment, Adaptive, or Anaplan also relevant) • Familiarity with ERP systems (e.g., Intacct, NetSuite) and data warehouses (e.g., Snowflake) • Basic understanding of system integrations, data flows, and financial planning processes (forecasting, budgeting, headcount planning, reporting) • Strong analytical and problem-solving skills with keen attention to detail and data accuracy • Experience working with BI or reporting tools (e.g., Tableau, Looker, Power BI) is a plus • Ability to translate business needs into clear system requirements and collaborate effectively with technical teams • Strong organizational and communication skills; comfortable managing multiple projects in a fast-paced environment • Curiosity, ownership mindset, and enthusiasm for improving financial systems and processes

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