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# Financial Systems Lead

AI Summary This role owns the strategy, selection, implementation, and governance of financial systems across a distributed network of operating companies. The Financial Systems Lead will guide ERP decisions, lead platform transitions, establish scalable accounting standards, and resolve complex systems issues. Deep hands-on expertise with NetSuite, QuickBooks Online, and related finance technology is central to the position. The role partners closely with finance teams, vendors, implementation consultants, and executive leadership while initially operating as an individual contributor. It offers a path to build and lead a small financial-systems team as the organization grows.[Apply for this job](#job-application)[View company](https://jobicy.com/company/teamshares.md)ShareRemote from[USA](https://jobicy.com/job-region/usa.md)SalaryUndisclosedDepartment[Finance & Accounting](https://jobicy.com/categories/accounting-finance.md)EmploymentFull TimeExperienceSeniorPublished14 Nov 2026Apply before14 Dec 2026Listing views12Application actions0Application toolkit

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Opportunity details

## About this role.

### About [Teamshares](https://jobicy.com/company/teamshares.md)

Teamshares is a technology-enabled acquirer of small and midsize businesses. We buy companies with $0.5 million to $5 million in EBITDA, integrate them with our platform, and help employees become owners. Founded in 2019, we operate 90+ subsidiaries with approximately $490 million in consolidated revenue across 40+ industries and 30 states.

### The Role

We’re looking for a Financial Systems Lead to own the financial-systems strategy and execution across our network of companies. You’ll design and implement ERP solutions, evaluate financial-systems tools and platforms, advise leadership on technology investments, and ensure each company has the systems and processes to manage its own finances effectively.

This is an individual contributor role focused on strategy, design, and hands-on execution. You’ll work directly with company finance teams and implementation partners, troubleshoot technical problems, establish best practices, and build the financial-systems foundation that enables our companies to operate independently.

You’ll have significant influence over how we approach financial systems across the network. As we grow, you’ll build and lead a small team. We’re looking for someone who can handle the immediate hands-on work while growing into broader leadership of this function.

About two-thirds of our network uses QuickBooks Online. We have several companies on NetSuite and others on industry-specific platforms. You’ll think strategically about the entire financial-systems landscape, not just one platform. You’ll evaluate payment processors, sales tax software, accounting automation, and specialized tools as the need arises.

### Responsibilities

Financial-Systems Strategy & Platform Selection: Help leadership evaluate and decide which financial platforms are right for which companies. Make recommendations on QuickBooks Online vs. NetSuite vs. industry-specific ERPs. Build a long-term vision for standardization across the network. Evaluate new tools and technologies as opportunities arise.

Implementation Leadership & Design: Work with implementation partners and company finance teams to design and execute ERP transitions. Make recommendations on configuration vs. customization vs. process change. Ensure implementations deliver real business value and companies can operate independently.

Financial-Systems Standards & Governance: Establish best practices and standards for financial systems across the network. Define how we handle common financial scenarios: multi-subsidiary accounting, intercompany transactions, reporting structures, tax compliance. Document these approaches so they scale.

Vendor & Partner Collaboration: Work as a peer with implementation consultants and technology vendors. Evaluate their recommendations and proposals. Challenge over-engineered or unnecessary solutions. Support leadership with technical assessment of partners and vendors.

Problem-Solving & Technical Leadership: When companies encounter financial-systems challenges, you’re the escalation point. Diagnose problems, work with partners and vendors to find solutions, and make recommendations. Roll up your sleeves on troubleshooting and hands-on work as needed.

### What We’re Looking For

7-12 years of experience in ERP implementations, financial-systems leadership, enterprise accounting, or related fields.

Deep hands-on knowledge of Netsuite and practical experience with other financial-systems tools.

Strong judgment about financial-systems architecture. You can evaluate trade-offs between different platforms, vendors, and approaches. You make decisions based on what the business actually needs.

Experience evaluating and advising on technology vendors and solutions. You can assess whether a vendor’s proposal is sound and spot over-engineering.

Comfortable working with ambiguity and in growing organizations. You’re not constrained by perfect upfront planning and can adapt as circumstances change.

Able to communicate clearly with different audiences: finance teams, implementation partners, technology leaders, and business executives.

Willing to be hands-on. You’re an individual contributor who troubleshoots problems, reviews implementation details, and supports execution directly.

### Nice to Have

You have led ERP implementations or modernization initiatives for companies with multiple subsidiaries or complex financial needs.

You have experience as a financial-systems consultant, solution architect, or in-house finance technology leader.

You have evaluated and managed multiple financial-systems platforms and tools.

You have a background in financial operations, corporate accounting, or finance technology.

You have hands-on expertise in NetSuite, QuickBooks, or similar cloud platforms.

### Compensation

### Additional Information

Show more

[Apply now >](https://jobicy.com/jobs/162173-financial-systems-lead.md)

>  Annual salary information is not provided for this position. Explore salary ranges for similar roles in our [Salary Directory ›](https://jobicy.com/salaries.md)

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## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

5/5EasyHard

### Pace & Pressure

4/5RelaxedFast-paced

### Autonomy Level

5/5GuidedFull ownership

### Communication Load

5/5IndependentCollaborative

AI insightThe position requires senior judgment across ERP architecture, multi-entity accounting, vendor evaluation, and implementation delivery. Success depends on independently balancing technical, financial, and operational trade-offs in an evolving multi-company environment.

## Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job median (per year)Market rate$150,000US market range (per year)$130k–$180k0$198.00k

AI insightThe yearly pay period is inferred from the job context; it was not explicitly stated by the employer. No employer salary was disclosed. The displayed figures are estimated annual USD compensation for a US-based senior financial systems and ERP leadership role with NetSuite expertise, multi-entity scope, and high individual accountability.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[NetSuite](https://jobicy.com/jobs?search_keywords=NetSuite.md)[QuickBooks Online](https://jobicy.com/jobs?search_keywords=QuickBooks%20Online.md)[ERP implementation](https://jobicy.com/jobs?search_keywords=ERP%20implementation.md)[Financial systems strategy](https://jobicy.com/jobs?search_keywords=Financial%20systems%20strategy.md)[Multi-entity accounting](https://jobicy.com/jobs?search_keywords=Multi-entity%20accounting.md)[Financial systems governance](https://jobicy.com/jobs?search_keywords=Financial%20systems%20governance.md)[ERP architecture](https://jobicy.com/jobs?search_keywords=ERP%20architecture.md)[Vendor management](https://jobicy.com/jobs?search_keywords=Vendor%20management.md)[Accounting automation](https://jobicy.com/jobs?search_keywords=Accounting%20automation.md)[Intercompany accounting](https://jobicy.com/jobs?search_keywords=Intercompany%20accounting.md)[Financial reporting](https://jobicy.com/jobs?search_keywords=Financial%20reporting.md)[Tax compliance](https://jobicy.com/jobs?search_keywords=Tax%20compliance.md)[Business process design](https://jobicy.com/jobs?search_keywords=Business%20process%20design.md)[Technical troubleshooting](https://jobicy.com/jobs?search_keywords=Technical%20troubleshooting.md)

Sample interview questionsHow would you decide whether a portfolio company should use QuickBooks Online, NetSuite, or an industry-specific ERP?I would assess the company’s operational complexity, entity structure, transaction volume, reporting needs, integration requirements, compliance obligations, budget, and internal capability. I would then compare the total operating value of each option, including implementation effort, maintainability, and the ability to scale without unnecessary customization.

Describe your approach to leading an ERP implementation with an external partner.

I begin by aligning stakeholders on measurable business outcomes, data ownership, decision rights, and a realistic implementation scope. Throughout delivery, I challenge unsupported customization, validate configurations against core processes, manage risks and dependencies, and ensure the internal finance team can operate the system independently after go-live.

How would you establish financial-systems standards across multiple subsidiaries with different needs?

I would define a common control framework covering chart-of-accounts principles, reporting structures, intercompany workflows, user access, close processes, and documentation. The standards would include clear exceptions criteria so companies can retain necessary industry-specific workflows without creating avoidable fragmentation.

What steps would you take when a finance team reports a critical system issue during month-end close?

I would first assess business impact, affected transactions, data integrity, and any immediate workaround needed to protect the close. I would coordinate with the finance team and vendor, isolate the root cause, communicate status and decisions clearly, and document the permanent remediation and preventive controls afterward.

How do you evaluate whether a vendor recommendation is over-engineered?

I compare the proposed solution against the actual business requirement, expected growth, operational burden, implementation cost, and support model. If a simpler configuration or process change achieves the required control and reporting outcome, I would recommend that option and clearly explain the trade-offs to stakeholders.

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