Financial System Manager

Title: Financial System Manager

Department: Finance \& Accounting

Reports to: Chief Accounting Officer

Location: Remote Eligible

Employment Type: Full\-time

About the Role

Highstreet is seeking a hands\-on Financial System Manager to own and operate the core Finance \& Accounting application ecosystem including NetSuite (ERP), Oracle EPM / Essbase (planning and reporting), Tipalti (AP automation \& payments), and Concur (expense \& travel). This role ensures financial systems are reliable, secure, well\-controlled, and continuously optimized to support a fast\-scaling insurance brokerage environment. You will manage day\-today administration, user access and security, configurations, integrations, change management, and serve as the primary liaison with system vendors—reporting directly to the Chief Accounting Officer.

Key Responsibilities:

Platform Administration \& Governance

• Serve as primary admin for Oracle suite of applications including NetSuite, Tipalti, and Concur: roles/permissions, configurations, workflows, allocation schedules, saved searches/reports, forms, dashboards, and approvals.
• Establish and enforce segregation of duties (SoD), least\-privilege access, and audit\-ready controls (SOX\-lite or SOX, as applicable).
• Own user lifecycle management (provisioning, deprovisioning, periodic access reviews) and SSO integrations (Okta/Azure AD, MFA).

Maintain sandbox environments, refresh cadence, and promotion path from development UAT

• production with documentation.

Close \& Operations Support

• Partner with Accounting to stabilize and accelerate month/quarter close: reconciliations, GL posting accuracy, intercompany, and fixed assets configurations.
• Ensure AP workflows (Tipalti) are compliant and efficient: vendor onboarding (W\-9/W\-8, TIN matching), invoice ingest/3\-way match (if applicable), approvals, payment runs (ACH/wire/check/FX), and 1099/1042\-S support.
• Oversee credit card feeds, allocation processing, and GL mapping to NetSuite.
• Align NetSuite accounts and structure with reporting environment (NSPB)
• Provide assistance with Essbase coding and troubleshooting processes within the system.
• Manage Zendesk ticketing and workflow optimization in collaboration with other Departments as necessary.

Integrations \& Data

• Manage and monitor integrations among NetSuite, NSPB, Tipalti, Concur, payroll, banking, data warehouse and any other applicable systems, including reconciling between systems.
• Build/maintain saved searches, scheduled reports, and KPIs for Accounting leadership.
• Optimize system architecture and dataflow between systems.
• Own data quality: master data governance (vendors, chart of accounts, items, entities), data imports (CSV), and periodic clean\-up.

Controls, Risk \& Compliance

• Document processes, configurations, and controls; maintain an up\-to\-date Admin Runbook and Controls Matrix. Ensure all are scalable for growth.
• Support internal/external audits: evidence collection, walkthroughs, and remediation tracking.
• Implement change management: impact assessment, approvals, testing/UAT scripts, release notes, and rollback plans.

Roadmap, Vendor \& Stakeholder Management

• Act as the product owner for F\&A systems: backlog grooming, prioritization, and delivery of enhancements.
• Evaluate new modules, features, and add\-ons to support scale and M\&A.
• Manage system vendor relationships (SLAs, support cases, escalations), renewals, and license optimization.

Training \& Support

• Provide Tier 2/3 support; triage and resolve incidents, escalate to vendors when needed.
• Create concise how\-to guides, policies, and training sessions for end users and approvers.
• Champion standardization and simplification across entities and acquired businesses.

Qualifications:

Required

• 4–7\+ years of hands\-on administration across NetSuite, Tipalti, and Concur (at least two required; strong intent to own all three).
• Proven experience with financial processes: GL, AP, AR, expense management, purchasing, fixed assets, tax, and multi\-entity.
• Strong understanding of controls (SoD, access, change management) and audit support.
• Experience with integrations (iPaaS or native), APIs, CSV imports, and data transformations.
• Advanced Excel Sheets; comfortable with saved searches, formulas, pivots.
• Excellent communication, documentation, stakeholder management, and prioritization skills.
• Travel will be required.

Preferred

• NetSuite administration/developer experience (SuiteFlow, saved searches, forms; SuiteScript familiarity a plus).
• Integration tools (e.g., Celigo, Workato, Boomi, MuleSoft).
• SSO/IAM (Okta or Azure AD), MFA, and security best practices.
• Industry experience in insurance, brokerage, or financial services.
• Exposure to SOX frameworks, ITIL practices, and project management (Agile/Lean).
• Bachelor’s degree in information systems, Accounting/Finance, or related field; CPA/accounting background is a plus.