9fin - Finance Systems Lead

• ERP MIGRATION & IMPLEMENTATION • Lead the ERP migration end-to-end — from requirements gathering and vendor selection (in partnership with finance leadership) through to implementation, data migration, and go-live. • Define the functional scope of the new system, working with stakeholders across finance, revenue operations, and engineering to capture requirements and translate them into a clear implementation brief. • Own the vendor relationship during implementation, managing timelines, resolving issues, and ensuring the delivered solution meets 9fin's needs. • Design and execute a robust testing and sign-off process, including UAT, data validation, and cutover planning. • Train and support the finance team through the transition, ensuring strong adoption and minimal disruption to BAU processes. • AI & AUTOMATION CHAMPION • This is a core part of the role — not a nice-to-have. We want someone who is genuinely excited about what AI and automation can do for a finance function, and who will drive adoption with the same energy and rigour as the ERP migration. • Own the finance function's automation agenda: identify, prioritise, and deliver automation opportunities across month-end close, reconciliations, reporting, forecasting and intercompany processes. • Build and maintain automated workflows using tools such as Make, Zapier, or equivalent — reducing manual effort, improving accuracy, and tightening controls. • Actively embed AI-powered tools into finance operations: document extraction, anomaly detection, AI-assisted analysis, automated reporting, and beyond. Bring concrete examples of where you have driven efficiency through AI. • Act as the internal evangelist for AI and automation across the finance team — upskilling colleagues, sharing new tools and techniques, and building a culture where the team is always looking for a smarter way to work. • Stay close to the fast-moving AI tooling landscape and bring relevant innovations back to the function proactively. • SYSTEMS ADMINISTRATION & INTEGRATION • Administer and continuously optimise the post-migration finance tech stack — covering ERP, billing, expense management, and reporting tooling. • Build and maintain integrations between the ERP, CRM, and data warehouse, ensuring reliable and accurate data flows across the business. • Act as internal product owner for finance tooling — managing vendor relationships, triaging issues, and iterating on systems as the business evolves. • Own data quality and integrity across finance systems, with clear documentation of data flows, field mappings, and integration logic. • Partner with the Control team on tax — setting up and maintaining tax routes and rules within the ERP and downstream systems. • Partner with Revenue Operations and engineering to ensure the finance stack is tightly integrated with the broader data infrastructure. • Act as the finance superuser for Omni owning the finance data model end-to-end. • FP&A & FORECASTING SYSTEMS • Partner with the VP Finance and FP&A team to evaluate, implement, and iterate on FP&A and forecasting processes and future tooling options — ensuring the function is set up to support planning, scenario modelling, and board-level reporting. • Own the integration between FP&A tools and the broader finance and data stack, ensuring forecasting models are fed with clean, timely data from source systems. • Build and shape reports alongside finance and technology teams, supporting the build-out of reporting infrastructure for management accounts, KPI dashboards, and investor-facing outputs. • Support FP&A through month-end close with system insight, troubleshooting, and hands-on support — helping the team get to the right numbers, faster. • Assess specialist FP&A platforms as the business scales, building the business case for investment where appropriate. • FINANCE SYSTEMS STRATEGY & GOVERNANCE • Develop and maintain a systems roadmap for the finance function, prioritising initiatives that support 9fin's growth and operational maturity. • Establish and enforce data governance standards across finance systems, ensuring accuracy, consistency, and auditability. • Ensure master data controls are clear, compliant, and working as intended across the finance stack. • Assess and onboard new tooling as the function's needs evolve, conducting structured evaluations and building the business case for investment. • Support internal and external audit processes, providing system documentation, data extracts, and control evidence as required. • CROSS-FUNCTIONAL COLLABORATION • Work closely with the VP Finance and broader finance team to understand reporting needs and translate them into system and data solutions. • Partner with Revenue Operations, engineering, and data teams to ensure finance systems are well-integrated and aligned with wider data infrastructure. • Provide training, documentation, and ongoing support to finance team members using the systems you own.