Plaid is searching for an experienced Manager of Financial Systems to lead and optimize our enterprise application ecosystem in a fully remote role across the United States.
This position entails managing ERP, procurement, and time and expense systems while aligning with Plaid’s business goals. You will oversee critical financial applications, collaborating closely with cross-functional teams to enhance operational efficiency and customer satisfaction.
The ideal candidate will have over 10 years in IT or business applications, with at least 5 years in leadership roles focused on customer-facing and back-office applications. Expertise in CRM platforms (Salesforce, Marketo, Xactly, NetSuite) and ERP software (Oracle, Workday, NetSuite) is highly valued.
With a target base salary of $155,200 – $265,680 per year, this role also offers additional equity or commission, comprehensive health benefits, and 401(k) options. Plaid is committed to diversity and equal opportunity, inviting applicants from all backgrounds to join our mission of making financial freedom accessible to everyone.
About Plaid
Plaid is at the forefront of transforming how individuals interact with their finances. Founded in 2013, Plaid partners with leading companies, including Venmo and SoFi, and covers 12,000 financial institutions across North America and Europe. We empower developers and create tools to improve financial connectivity, with headquarters in San Francisco and offices worldwide.
About the Role
As the Manager of Financial Systems, you will play a crucial role in shaping Plaid’s financial applications’ long-term vision. This includes ensuring scalability, system performance, and security across ERP, procurement, and time and expense platforms. Your work will involve guiding development and integration projects, mentoring a diverse team, and making key decisions on systems architecture and tools selection to meet modern technology standards. Additionally, you’ll support Plaid’s SOX compliance and IPO readiness efforts.
Key Responsibilities
- Define the vision for Plaid’s financial applications, focusing on scalability, performance, and security.
- Oversee systems integration and development projects, ensuring timely, budgeted, and high-quality delivery.
- Mentor a team of technical professionals in business analysis, solution design, and system management.
- Collaborate with internal stakeholders to align systems solutions with business objectives.
- Lead architectural and tool selection decisions, aligning with best practices and technological advancements.
- Ensure systems performance meets benchmarks, regulatory compliance, and user experience standards.
- Drive continuous improvement through system enhancements and innovation.
- Support SOX compliance and IPO preparations, aligning financial systems with regulatory needs.
Qualifications
- Education: Bachelor’s degree in IT, Computer Science, Engineering, or Business Administration (Master’s preferred).
- Experience: 10+ years in IT or business applications, including 5+ years in leadership roles.
- Industry Knowledge: Strong understanding of the software industry, current trends, and technology.
- Technical Skills: Hands-on with scripting, programming, integrations, or administration.
- CRM and ERP Proficiency: Experienced with CRM platforms (Salesforce, Marketo) and ERP software (Oracle, Workday, NetSuite).
Bonus Skills
- Familiarity with the energy sector’s data landscape.
- Experience with geospatial data, time series, AWS, and open-source projects.
Benefits
- Competitive Salary: $155,200 – $265,680 annually.
- Health Benefits: Medical, dental, and vision insurance.
- Work Flexibility: Fully remote position.
- Paid Time Off: Generous leave policy.
- Equity: Potential for stock options.
- Work-Life Balance: Supportive and balanced culture.
F5 Remote Jobs Spotlight: A Career as a Manager, Financial Systems
A Manager of Financial Systems is responsible for the strategic and operational oversight of an organization’s critical financial systems, including ERP, procurement, and other financial applications. This role ensures that the systems are scalable, secure, and aligned with the company’s goals, particularly in a high-growth tech environment. Managers in this position are typically tasked with not only maintaining these systems but also leading teams in developing and implementing new solutions to improve operational efficiency and meet business demands. As a key leader, the Manager of Financial Systems works closely with departments like finance, compliance, and IT to ensure that all systems function seamlessly and meet regulatory standards.
In this role at Plaid, the Manager of Financial Systems will have the unique opportunity to influence the direction of a company at the forefront of financial technology. This position allows for innovative contributions in system architecture, the integration of new tools, and compliance initiatives that support Plaid’s mission of making financial connectivity accessible and secure for all. By managing Plaid’s financial systems, this leader will play a pivotal role in driving efficiency and fostering an environment that supports rapid growth and adaptability in an evolving financial landscape.
Quick Tips for Applicants: Stand Out as the Ideal Financial Systems Manager
Highlight Financial System Expertise
Provide detailed examples of your leadership in managing large-scale ERP and CRM projects. Explain specific instances where your strategic insights led to improvements in system functionality or efficiency, and discuss your experience in integrating solutions with platforms like NetSuite and Oracle. Demonstrating results, such as streamlined processes or enhanced performance metrics, will strengthen your application and illustrate your practical impact.
Showcase Leadership and Collaboration Skills
Emphasize your record in leading and mentoring diverse teams, especially in a remote or hybrid work setting. Highlight how you’ve successfully aligned technical and business teams to work toward shared goals. Examples of your influence in creating a collaborative culture that supports cross-functional success can set you apart as a strong leader capable of guiding Plaid’s teams to meet ambitious targets.
Demonstrate Analytical and Problem-Solving Skills
Share how you identify and address complex system challenges in high-stakes environments. Describe instances where your analytical approach enabled you to uncover core issues and develop effective, innovative solutions. Whether through system optimizations or data integrity improvements, sharing these stories illustrates your problem-solving skills and your capacity for impactful decision-making.
Highlight Your Financial Industry Passion
Showcase your dedication to financial technology and your knowledge of ERP and CRM’s role in advancing the industry. Explain how you stay current on trends such as automation in financial systems or regulatory compliance, and how this insight has influenced your approach to managing financial technology. This commitment to ongoing learning adds depth to your expertise.
Show Remote Work Readiness
Detail your experience managing projects and communications in a remote work environment. Discuss how you prioritize tasks, meet deadlines, and adapt to shifts independently. Highlight your proficiency with remote collaboration tools and how you stay productive and engaged, demonstrating your capability to thrive in Plaid’s remote-first culture.
Ready to find a career with purpose?
At F5 Remote Jobs, our mission is to connect talented professionals from around the world with the best remote job opportunities offered by top companies in the United States. In an increasingly digital world, we believe the future of work lies in flexibility and the ability to work from anywhere.