Financial Systems Lead

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.Plaid is seeking an experience Finance Systems Lead to join the Finance Systems team. The Financial Systems team is responsible for building and maintaining the financial technology backbone that powers our accounting, payments, billing, and reporting operations. We work cross-functionally with Accounting, FPA, Legal, and Engineering to ensure our finance stack is secure, automated, and scalable. Our mission is to reduce friction, eliminate manual work, and enable trusted financial operations. As a Finance Systems Lead, you’ll manage and optimize Plaid’s NetSuite ERP and related financial applications. You’ll help drive automation and improve data integrity across our finance tech stack. You’ll be hands-on with integrations, workflows, reporting tools, and system configurations. Your work will directly support critical finance processes and strategic scaling initiatives.

Responsibilities

• Serve as primary administrator for NetSuite ERP
• Support and maintain integrations between NetSuite and other platforms (e.g. Salesforce, Pigment, Avalara, bill.com, Paystand, Tesorio)
• Build and manage custom reports, saved searches, workflows, and roles
• Troubleshoot data sync issues and ensure clean system-to-system handoffs
• Collaborate with Finance, RevOps to define requirements and deliver solutions
• Assist with system testing, change management, and documentation
• Contribute to finance system roadmap and recommend process improvements

Qualifications

Must have:
• 6+ years of experience in finance systems or ERP administration
• Deep knowledge of NetSuite (administration, configuration, user roles, workflows)
• Familiarity with integrating Salesforce with NetSuite
• Strong communication and project management skills
• Self-starter with the ability to manage multiple priorities
Nice to have:
• Experience with AP systems such as Bill.com, Vic.ai
• Experience supporting FPA and applications like Pigment or Anaplan or similar
• Knowledge of SuiteScript or NetSuite API integrations
• Exposure to SOX compliance or audit readiness work

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected] review our Candidate Privacy Notice here.

Originally posted on Himalayas

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