What are the responsibilities and job description for the Financial Systems Manager position at Weave?
The Financial Systems Manager will oversee the guidance and coordination of financial systems, including Salesforce Billing/CPQ and its integration with ERP systems. This role will drive the strategic design and improvement of financial processes, ensuring scalability, efficiency, and alignment with company goals. As a project and operations manager, this position will collaborate closely with technical teams to implement and optimize financial systems, while ensuring operational excellence in billing and financial processes.
All official correspondence will occur through Weave branded email. We will never ask you to share bank account information, cash a check from us, or purchase software or equipment as part of your interview or hiring process.
- This position will be an in-office position.
- Reports to: VP Corporate Controller.
- Lead the end-to-end billing process, including setup, invoicing, adjustments, and reconciliation, leveraging Salesforce Billing/CPQ and its integration with Sage Intacct.
- Manage the complexities of consolidated partner billing, ensuring compliance with contractual terms and accuracy in revenue reporting.
- Drive the strategic design and implementation of forward-looking billing processes and additional billing models, including variable and usage-based billing.
- Oversee financial system integrations, ensuring complete and accurate data transfers with key systems.
- Build, mentor, and manage a high-performing billing team, providing leadership and support to foster professional development.
- Collaborate with Finance, Sales, Support, and Operations to optimize processes and deliver best-in-class billing experiences for customers.
- Troubleshoot and resolve billing discrepancies with a focus on root cause analysis and prevention.
- Act as the subject matter expert on Salesforce Billing/CPQ, driving training across various team members as well as the organization through best-in-class improvements.
- Partner with stakeholders to evaluate and implement ERP solutions and processes.
- Project manage key financial system projects.
- Support audits by preparing documentation and ensuring compliance with financial controls and standards.
- Bachelor’s degree in Accounting, Finance, Information Systems, Business Administration, or a related field (or equivalent experience).
- 5 years of experience in billing or related operations, with 3 years of hands-on Salesforce Billing/CPQ expertise preferred.
- Proven track record managing consolidated partner billing structures and subscription-based or SaaS revenue models.
- Demonstrated experience in billing system implementations and migrations,
- Strong leadership and people management skills.
- Familiarity with project management methodologies and tools
- Analytical mindset with strong problem-solving skills and attention to detail.
- Excellent communication skills, with the ability to engage and collaborate effectively across teams and levels of the organization.
- Experience with guiding ERP implementations, particularly in financial and billing systems.
- PMP certification or equivalent
- Advanced proficiency in Excel and financial tools; experience with Sage Intacct or similar ERP systems is highly desirable.
- Ability to manage multiple, complex projects simultaneously with a focus on delivering results on time.
- A strategic approach to process improvement, system optimization, and innovation.
- Experience in smb subscription-based or SaaS business models.
All official correspondence will occur through Weave branded email. We will never ask you to share bank account information, cash a check from us, or purchase software or equipment as part of your interview or hiring process.
