Finance Technology & Data Lead

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency. CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Red Bank, Austin and London.

We are seeking a high-performing Financial Systems Analyst to help drive operational scale and systems excellence across our finance technology stack. Reporting to the SVP of Strategic Finance, you will play a critical role in managing and enhancing NetSuite, BillingPlatform, Navan, and related tools while supporting core finance processes including General Ledger (GL), Procure-to-Pay (P2P), and Revenue Operations. This is an opportunity to partner cross-functionally, improve data governance, and lead the implementation of scalable, automated solutions in support of our rapid growth. 

Key Responsibilities 

• Own the end-to-end integrity, quality, and governance of financial data across the firm — including ERP, CRM, payroll, billing, payables, and key transactional systems — ensuring consistency, accuracy, and usability for reporting, analytics, and KPI measurement. 
• Act as product owner for financial data, shaping the roadmap for systems, processes, and data governance. 
• Lead cross-functional projects that streamline processes and improve stakeholder experience. 
• Chair the Financial Data Working Group and drive consistent, high-quality reporting. 
• Champion automation and process improvement through modern technologies, reducing manual effort and enhancing team productivity. 
• Serve as a key liaison with Data, Product, and Engineering teams on integration architecture and system scalability. 
• Partner with Finance, IT, Sales, Legal, and HR to ensure process integration and efficiency. 
• Define and implement enhancements in NetSuite and related financial systems. 
• Develop SOPs and training materials for system usage and data accuracy. 
• Analyze support trends and recommend automation and enablement strategies. 
• Stay current on system capabilities and financial tech innovations. 

Required Qualifications 

• 5+ years of experience in financial systems, accounting, data analysis, data engineering, or financial operations. 
• Strong SQL / Python skills and the ability to build queries and analyze large datasets. 
• Demonstrated experience with ERP systems (e.g., NetSuite), along with tools such as Navan, or BillingPlatform. 
• Excellent analytical, communication, and documentation skills 
• Deep understanding of core finance and accounting processes. 
• Proven project management and cross-functional collaboration skills. 

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success. We are committed to fostering an inclusive environment where employees can be their most authentic selves and feel inspired and supported to bring their voice forward to drive community, growth, and innovation. We are an equal opportunity employer, and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.  Learn more about our culture, benefits, and people at https://www.caisgroup.com/our-company/careers. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $140,000 - $165,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do not require a minimum number of days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.