Finance professionals with global team leadership experience and technical expertise in enterprise systems will find this managerial role at Addepar rewarding.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Addepar via Greenhouse
Who We Are
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore.
The Role
Addepar is hiring a Manager to lead our Finance Systems team. In this role, you will own the finance systems roadmap, partner directly with leadership on overall finance technology strategy and collaborate with cross-functional teams to drive a unified G&A experience. You will oversee our core finance enterprise applications - including NetSuite, Coupa, Navan and our integration middleware Boomi - ensuring scalability, security and operational efficiency.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
What You’ll Do
People & Team Leadership: Direct and mentor a global team of individual contributors across the US and Pune, establishing clear operational goals, defining team processes, and promoting career growth.
Roadmap & Strategy Execution: Own the finance systems roadmap, partnering with leadership to align technology priorities with long-term business strategy.
G&A System Unification: Partner with other enterprise systems teams in driving platform integrations, data consistency, and tech stack unification.
Data Governance & MDM: Oversee core financial architecture and data pipelines, driving governance frameworks to guarantee seamless, dependable, and actionable reporting across business units.
Ecosystem Administration: Oversee the performance, maintenance, and support strategy for core tools including NetSuite (GL, RevOps, O2C), Coupa (P2P), Navan (T&E), and integration middleware (e.g., Dell Boomi).
Release Management Lifecycle: Architect and govern NetSuite release management lifecycle by establishing Git/GitHub version control workflows and SuiteCloud Development Framework (SDF) across our different environments.
Process & Support Governance: Define requirements gathering standards, maintain testing frameworks, and track support metrics to identify automation opportunities and enhance stakeholder enablement.
Cross-Functional Collaboration: Engage deeply with Accounting, FP&A, Procurement, IT, and Legal to translate complex workflows into scalable systems solutions and integrated architectures.
Who You Are
Experience: 7+ years of progressive experience in Finance Systems, with 2+ years of direct experience managing technical individual contributors in a global environment.
Technical Stack Expertise: Deep administrative and functional mastery of NetSuite, with hands-on experience across P2P platforms (e.g., Coupa), travel/expense solutions (e.g., Navan), financial planning solutions (e.g. Pigment) and enterprise middleware (e.g. Boomi).
Strategic & Architecture Mindset: Proven track record of managing multi-year systems roadmaps, leading end-to-end enterprise implementations, and driving G&A systems unification.
Cross-Functional Leadership: Strong ability to translate complex accounting and finance requirements into clear technical specifications while aligning priorities across business units.
Adaptability & Delivery: Demonstrated ability to swiftly align with distinct business needs, address organizational challenges, and achieve key objectives for internal teams.
Education: Bachelor’s degree in Management Information Systems, Finance, Accounting, IT, or an equivalent field.
Our Values
Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Source: Addepar careers (Greenhouse)