Financial Systems Lead (Elite 3E)

We are seeking a senior-level Financial Systems Lead with deep Elite 3E expertise to guide strategy, drive migrations, and optimize financial processes across a large professional services environment. This role requires significant leadership capability, a strong consulting presence, and mastery of the financial, reporting, and administrative architecture within Elite 3E.

The ideal consultant operates comfortably at both a strategic and hands-on level, partnering with senior finance and IT stakeholders to shape long-term system direction, resolve complex issues, and lead successful 3E transformations.

• Serve as the lead functional and finance subject-matter expert for Elite 3E.

• Define the strategic vision for 3E platform optimization, migrations, and long-term roadmap development.

• Advise stakeholders on out-of-the-box capabilities vs. custom solutions, ensuring best-practice design.

• Lead discovery workshops and facilitate alignment between finance leadership, IT, and technical teams.

• Perform root-cause analysis, troubleshoot issues, and recommend data-driven solutions.

• Oversee configuration, reporting structures, integrations, and data flows across the 3E ecosystem.

• Drive process improvement across billing, matter lifecycle, budgeting, timekeeping, and financial reporting.

• Provide senior oversight of system design, requirements definition, solution quality, and project governance.

• Build trusted relationships with executive stakeholders and serve as a strategic advisor.

• Mentor analysts and junior team members; provide leadership to cross-functional project teams.

• Guide testing strategy, adoption planning, deployment readiness, and post-launch stabilization efforts.

• 10+ years of law firm finance or financial systems experience, including leadership responsibilities.

• 5+ years of deep hands-on Elite 3E experience across financial modules, reporting, and administration.

• Advanced understanding of 3E data structures, workflow design, reporting templates, and financial processes.

• Strong SQL skills for reporting, data validation, and analysis.

• Demonstrated ability to define systems strategy, lead migrations, and drive major ERP transformations.

• Strong knowledge of law firm finance best practices and the end-to-end matter lifecycle.

• Proven ability to influence senior stakeholders, drive decision-making, and manage cross-departmental initiatives.

• Experience explaining complex technical concepts to non-technical leaders.

• High degree of ownership, accountability, and comfort working independently.

• Prior consulting or advisory experience preferred.

• Experience leading full Elite 3E migrations, upgrades, or major process redesigns.

• Understanding of integrations between 3E and related platforms (finance, billing, time, reporting).

         This role requires authorization to work in the United States without the need for current or future sponsorship