Director of Strategic Finance Initiatives

About SugarCRM

From the very beginning, SugarCRM had a unique vision: to offer a different kind of Customer Relationship Management (CRM). We pioneered the first commercial open-source CRM platform, and now, more than two decades later, are on a mission to provide products and services that make the hard things easier for sales, marketing and customer service teams. In fact, we help mid-market businesses around the globe reach new levels of performance and predictability by letting our award-winning CRM platform do the work. 

Our diverse group of worldwide employees are united and driven by a shared passion for our mission, culture, and values. We treat our employees like humans not line items and are building a culture where your work at Sugar helps fuel personal, professional and business growth – check out our recent ‘Great Place to Work’ certification that we are so proud of. Work/life fit and flexibility for our team matters and together we pride ourselves on solving for our customers, always. What’s more, we are a Remote 1st organization, which means we empower everyone to do their best work from home, on the road, or anywhere in between.

If you're ready to grow your career and help organizations grow better and faster, you've come to the right place. Find out more about our SugarCRM careers and how you can become a part of our journey. 

As the Director of Strategic Finance Initiatives at Sugar, you will play a critical role in driving the optimization and continuous improvement of our finance processes. Reporting directly to the Chief Financial Officer (“CFO”), you will collaborate closely with key stakeholders across the CFO’s organization to streamline and enhance our accounting, financial planning & analysis (FP&A), and sales operations processes. In this role, you will proactively identify opportunities for efficiency, scalability, and innovation, all while cultivating strong collaborative relationships within the organization.

You will be tasked with leading initiatives that not only improve existing systems and processes but also implement new ones. Your ability to work cross-functionally and manage complex projects will be vital in ensuring the success of our finance initiatives. We are seeking a candidate with a strong background in finance and accounting, coupled with hands-on experience in process improvement and project management.

KEY RESPONSIBILITIES

• Process Optimization: Lead efforts to refine and enhance finance processes across accounting, FP&A, and sales operations. Identify areas for improvement and develop solutions that increase efficiency and scalability.
• Cross-Functional Collaboration: Partner closely with teams across the organization to ensure alignment and support for finance initiatives.
• Project Management: Drive the execution of key finance projects, including the implementation of new systems and processes. Ensure projects are completed on time, within scope, and deliver the desired outcomes.
• System Integration: Collaborate with IT and other departments to optimize existing systems and implement new tools that support finance operations, ensuring they align with overall business objectives.
• Continuous Improvement: Champion a culture of continuous improvement within the finance organization, encouraging the adoption of best practices and innovative solutions.
• Stakeholder Engagement: Build strong relationships with internal stakeholders, providing guidance and support for finance-related initiatives and decisions.
• Special Projects: Participate in special projects as directed by the CFO, contributing to the overall success and strategic goals of the finance organization.

QUALIFICATIONS

• Bachelor’s degree in finance, accounting, or a related field.
• 8+ years of relevant experience, particularly in continuous improvement and process transformation.
• Experience with international accounting/finance
• Experience with major ERP and CRM systems, preferably NetSuite and SugarCRM.
• Experience in the SaaS/Tech industry.
• Demonstrated excellent leadership skills and adherence to the highest ethical standards.
• Possesses a strong sense of personal ownership and accountability.
• Displays intellectual curiosity and a drive to deeply understand and improve processes.
• Capable of building strong relationships with internal stakeholders, business leaders, and peers.
• Exhibits superior communication, organizational, process management, and presentation skills, with a strong focus on detail.
• Able to work independently, exercise sound judgment, and consistently produce high-quality work.

PREFERED QUALIFICATIONS

• Experience leading initiatives during a transitional/organizational change (M&A, IPO, restructuring, etc.).
• Experience at a Private Equity-backed company.

We understand that no candidate is perfectly qualified for any job. Experience comes in different forms; many skills are transferable; and passion goes a long way. Even more important than your resume is a clear demonstration of dedication, impact, and the ability to thrive in a fluid and collaborative environment. We want you to learn new things in this role, and we encourage you to apply if your experience is close to what we’re looking for. We also know that diversity of background and thought makes for better problem solving and more creative thinking, which is why we're dedicated to adding new perspectives to the team.

Benefits and Perks:

Beyond a stellar work environment, friendly people, and inspiring work, we have some sweet benefits and perks:

· Excellent healthcare package for you and your family

· Savings and Investment – 401(k) match

· Unlimited Paid Time Off

· Paid Parental Leave

· Online Legal Services (Rocket Lawyer)

· Financial Planning Services (Origin)

· Discounted Pet Insurance (Embrace Pet Insurance)

· Corporate Benefit Program (Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public

· Health and Wellness Reimbursement Program

· Travel Discounts

· Educational Resources - Career & Personal Development Program

· Employee Referral Bonus Program

· We are a merit-based company - many opportunities to learn, excel and grow your career!

If you require a reasonable accommodation to search for a job opening or submit an application, please call +1 (877) 842-7276 with your request and contact information.

Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.dhs.gov/E-Verify.

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