Senior Manager, Finance Systems & Data

Remote Full TimeNew York, New York, United States (Remote)Savvy Wealth

Role Overview

The Senior Manager, Finance Systems & Data, 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.

What You Will Do

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.

Why It Might Be a Fit

If you are a tinkerer who is passionate about systems & finance, this role is for you. 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.

Requirements

  • 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.
  • Strong knowledge of AI and data infrastructure frameworks, tools, and methodologies.
  • Fluent in scripting (e.g., Python), SQL and advanced Excel/Sheets.
  • 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.

Benefits

  • Competitive salary
  • Equity package
  • Generous relocation package
  • Unlimited PTO
  • Paid company holidays
  • Holistic medical, dental, and vision plans
  • Company 401(k)
  • Commuter and HSA/FSA plans
  • Access to virtual mental health care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues

To apply for this job please visit jobs.ashbyhq.com.

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