Director - Finance Systems

Reposted 11 Days Ago
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New York, NY, USA
Hybrid
160K-215K Annually
Expert/Leader
Fintech • Software • Financial Services
Speed, Transparency and Scale for Sophisticated Investors™.
The Role
Lead strategy, implementation, and day-to-day operations for finance systems (ERP, integrations, reporting). Manage vendors, build SOX-ready controls, enable data-driven reporting, mentor a team, and partner with Finance, IT, and Engineering to deliver scalable, automated finance platforms.
Summary Generated by Built In

About Clear Street

Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency.

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

 

About the role

The Director of Finance Systems owns the strategy, implementation, and ongoing operation of the systems that power Finance, Accounting, and adjacent workflows. This role partners closely with Accounting, FP&A, Treasury, Tax, Procurement, and cross-functional stakeholders in IT, Data, Security, and Engineering to ensure finance platforms are scalable, well-controlled, and automation-forward.

You will lead the finance systems roadmap, drive process improvement, and ensure strong governance across key platforms (such as ERP, consolidation, billing, procurement, expense, integrations, and reporting).

What you’ll do

Own the finance systems strategy and roadmap across ERP and the broader finance tech stack, including prioritization, resourcing, and delivery.

Lead implementations and upgrades (new modules, new tools, migrations, and major releases), including project plans, testing strategy, cutover, and post-go-live stabilization.

Run day-to-day operations for finance systems: user administration, configurations, workflows, issue triage, vendor management, and SLAs.

  • Manage vendors/consultants, including SOWs, budgets, delivery quality, and ongoing support relationships.
  • Build strong controls and governance for finance systems, including change management, segregation of duties, access reviews, audit support, and documentation.
  • Own integrations and data flows between finance systems and upstream/downstream tools (e.g., CRM, data warehouse, banking platforms, subledgers), partnering with Engineering/IT to ensure reliability and observability.
  • Enable reporting and analytics by improving master data, chart of accounts design, dimensionality, and data quality to support self-serve insights.
  • Lead and mentor a team, setting standards for delivery, documentation, and stakeholder communication.
  • Serve as a key business partner translating Finance requirements into system solutions, balancing speed, controls, and long-term scalability.

 

What we’re looking for

  • 10+ years of experience in finance systems, finance transformation, or related roles, including management experience.
  • Deep experience owning and administering our ERP NetSuite including close processes, reporting, customizations, and configuration.
  • Demonstrated success delivering complex, cross-functional systems initiatives (implementations, integrations, and process redesign).
  • Ability to write, edit, and troubleshoot SuiteScript based automations and integrations.
  • Strong understanding of finance and accounting processes (month-end close, revenue, AP, AR, fixed assets, intercompany, foreign currency, etc.).
  • Experience building SOX-ready controls and partnering with internal/external.
  • High comfort with data concepts (data models, reconciliations, reporting layers) and partnering with Data/Engineering teams.
  • Strong program management skills: holistic requirements, clear milestones, and stakeholder communication.
  • Ability to operate hands-on while also setting strategy and building scalable business processes.

Nice to have

  • Experience in fintech, broker-dealer, or other regulated environments.
  • Experience with consolidation, planning, workflow, procurement, and expense platforms.
  • Familiarity with Ramp, Concur, NetSuite Planning and Budgeting, Adaptive Planning, Workiva, FloQast, Zip, and/or Gappify.
  • Experience with consolidation/planning tools, billing/rev ops tooling, procurement, or expense platforms.
  • Experience building a finance systems function from earlier-stage growth through scale.

We Offer: 

The Base Salary Range for this role is $160,000-$215,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity.

At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer.



Top Skills

Adaptive Planning
Banking Platforms
Concur
CRM
Data Warehouse
Erp
Floqast
Gappify
NetSuite
Netsuite Planning And Budgeting
Ramp
Suitescript
Workiva
Zip

What the Team is Saying

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The Company
HQ: New York, NY
581 Employees
Year Founded: 2018

What We Do

Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale. We give our clients the technology, tools, and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they can interact with markets tomorrow. For more information, visit https://clearstreet.io.

Why Work With Us

Clear Street has thoughtfully cultivated a team that combines problem-solving engineers with financial industry experts across clearing platforms, compliance, and more. The company is focused on building a team that is motivated to tackle fintech innovation and create a collaborative work culture for everyone.

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Clear Street Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.

Typical time on-site: 4 days a week
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