Finance Systems Lead

Finance Systems Lead

Position : Finance Systems Lead

Location : US (Remote)

Reports to : Director - Accounting & Corporate Controller

About Us : HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames.

Our People : With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.

Our Impact : As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.

Who You Are : We are seeking a Finance Systems Lead to own and evolve Highlevel's financial system ecosystem. You see connections across processes, systems, and data. You will design scalable, automated solutions that reduce manual work, strengthen data integrity, and keep our systems resilient and future-proof as we grow. This role is about impact : you'll be the architect behind how financial data flows across the team, ensuring our ERP, close, planning, and procure-to-pay systems don't just keep pace with growththey accelerate it. As the subject matter expert, you'll partner with Accounting, Finance, Procurement, and IT to align systems with business needs, enable smarter decision-making, and introduce cutting-edge tools like AI agents to push automation to the next level.

What You'll Be Doing :

• Lead administration and roadmap for our financial tech stack : ERP, financial planning, close management, equity, and procure-to-pay platforms
• Partner closely with Accounting, FP&A, Procurement, legal, and IT teams to ensure systems meet business needs, scale with the company, and support operational efficiency
• Maintain and optimize system configurations, workflows, and integrations to improve automation, accuracy, and usability
• Assist teams in identifying, implementing, and leveraging AI-powered tools (e.g. AI Agents) to automate manual processes and enhance operational efficiency
• Manage user access, roles, and permissions across finance systems, ensuring compliance with access controls and IT general controls (ITGCs)
• Support audit and compliance efforts by maintaining appropriate documentation, system logs, and change management processes
• Help develop and maintain both custom and standard (canned) reports from finance systems to support decision-making and operational insights
• Ensure finance systems integrate seamlessly with each other and with other internal platforms via APIs and other integration methods
• Lead new systems and tools evaluation, selection, and implementation
• Partner with internal teams and external vendors to triage issues and improve system performance
• Develop and deliver training, documentation, and ongoing support for system users across the organization
• Stay current on industry best practices, regulatory requirements, and system capabilities to continually enhance our finance tech stack

What You'll Bring :