Financial Systems Transformation Lead

Company Description

Acumatica is a company on a mission. We are a leading innovator in cloud ERP (Enterprise Resource Planning) solutions with growing businesses worldwide. But don’t take our word for it—read what analysts like G2, IDC, Nucleus Research, and Info-Tech have to say about us. 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. To learn more about Acumatica’s mission, please visit: http://www.acumatica.com.

Job Description

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

Qualifications

• 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 implementing AI-enabled workflows automation.
• Experience supporting SaaS or subscription business models.
• Strong understanding of quote-to-cash and record-to-report processes.
• Demonstrated success leading cross-functional initiatives.

Additional Information

Acumatica is an Affirmative Action and Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail HR@acumatica.com. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only emails sent for this purpose will be returned. Emails sent for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response. 

For this role, the salary range is $160,000-$200,000 annually. This range represents the low and high end of the salary range for this job and may vary based on location. The actual salary offer will carefully consider a wide range of factors, including skills, qualifications, experience and other relevant elements.
At Acumatica, certain roles are eligible for additional rewards, including annual bonus and stock. These awards are allocated based on individual performance. In addition, certain roles also have the opportunity to earn sales incentives based on revenue or utilization, depending on the terms of the plan and the employee’s role.

Benefits/perks listed here may vary depending on the nature of your employment with Acumatica and the country where you work. US-based employees gain access to healthcare benefits (medical, dental and vision insurance for you and your dependents), employer paid Short-Term/Long-Term Disability and Basic life coverage, 401(k) plan with company match, Flexible time off, sick and safe leave, among others.