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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Senior Manager, Finance Systems & Data - **Company:** Savvy Wealth - **Location:** New York, NY, United States - **Experience:** Expert - **Salary:** $180,000.0 - $200,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Artificial Intelligence, Big Data, Data Infrastructure, Data Systems, Document Management Systems, Payment Systems, Python (Programming Language), Netsuite, Operational Databases, QuickBooks (Software), Salesforce.Com, SQL Databases, Data Streaming, Scripting, Legacy Systems - **Published:** October 21, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=a21966e93938a0ff ## About the Role * 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 have experience stitching data across multiple systems (CRM, ERP, payment platforms, internal databases). * 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 have exceptional attention to detail and operate with precision in financial environments where accuracy is critical. * 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. Nice to have: * 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 ## Description 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. * Serve as Finance's primary partner to the Data team: define requirements, prioritize requests, and see work through to deployment. * Evaluate new tools and system changes as the company scales, and build the business case for investment. Controls and documentation * Design controls, access permissions, and audit trails for financial data, especially for any figure that determines revenue or payouts. * Document system architecture, data flows, and processes so that institutional knowledge does not live in one person's head. * Support audit requests related to systems, reconciliations, and automated controls.