Savvy Senior Manager, Finance Systems & Data focused on uncovering and implementing systems and automation solutions across Finance. Own automation infrastructure for revenue, billing, cash flow, and financial reporting.
Responsibilities
The Senior Manager, Finance Data & Systems, will be a pivotal role focused exclusively on uncovering and implementing systems and automation solutions across the Finance organization. This individual will conduct thorough research & discovery of AI use in finance; they will architect and own the automation infrastructure that reports Savvy’s revenue, billing, cash flow, and financial reporting.
As an individual contributor, this person will sit at the intersection of Finance, Data, and Operations — designing workflows, developing dashboards, eliminating reconciliation risk, and ensuring we have complete visibility into what we invoice, what we collect, and how revenue flows through the business. If you are a tinkerer who is passionate about systems & finance, this role is for you.
How We Work: An AI-Native Finance Team:
Our Finance team is small, and we run like a much bigger one because of how we use AI.
We build most of our own tools. Payout engines, reconciliation workflows, reporting, and agents that handle recurring analysis were built by people on this team. When we do buy software, we choose finance platforms built around AI and automation, not legacy systems with AI added on.
We expect everyone to work this way. When a problem shows up, your first move should be asking how AI can solve it, and you should know when the output needs a human check before money moves.
Own finance systems and data
Diagnose where today's process breaks (timing, data gaps, manual matching, unclear ownership) and design it so reconciliations close on a predictable schedule with a documented variance log, automated matching, and exception reporting, so the team spends its time resolving exceptions, not finding them.
Own the integrity of data flowing across Finance systems: custodian exports, CRM, billing, CPQ, commissions, payments, and the ERP.
Establish clear metrics for reconciliation health, such as unreconciled balance, aged variances, and time to close, and report on them every period.
Ensure pricing, quoting, and commission data tie cleanly back to billing and revenue recognition, so CPQ and commissions serve the whole Finance team's reporting needs rather than standing alone.
Replace the highest-cost manual workflows with durable automation, using AI tools, scripting, SQL, or configuration, whichever fits the problem, and sequence the work by risk reduced and time saved.
Qualification
Minimum of 5 years in FinanceFluent in scripting (eExperience in wealth managementFamiliarity with RilletAdditional Information
Required
Minimum of 5 years in Finance, Finance Operations, RevOps, BizOps, or a highly analytical function within a fintech. Experience in a startup and/or with AI implementation is highly desirable.
You feel constrained in your current role, limited by red-tape and approvals instead of testing new processes and automations that push the bounds of what is possible.
Strong knowledge of AI and data infrastructure frameworks, tools, and methodologies.
Fluent in scripting (e.g., Python), SQL and advanced Excel/Sheets.
You’ve built or significantly improved financial reporting, reconciliation, or revenue data systems.
You are deeply analytical and comfortable working with large, complex datasets.
You are highly organized and capable of managing multiple complex workstreams simultaneously.
You are self-directed and proactively identify structural problems before being asked to solve them.
Preferred
Experience in wealth management, fintech, or custodial billing environments
Familiarity with Rillet, Campfire, NetSuite, QuickBooks, Salesforce, or financial system migrations
Experience building data models that support board-level or investor reporting
Experience supporting audit processes or designing financial controls
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
