Senior Principal – Finance Systems & Operations

Senior Principal – Finance Systems & Operations

Requirements

• Bachelor’s degree
• 7+ years of experience in financial systems, analysis, forecasting, and budgeting in a high-growth environment or in a consulting capacity
• Deep expertise in Adaptive, with proven ability to function as both a Solutions Architect and Builder
• Experience integrating with NetSuite, Zip, Workday, and Greenhouse
• Advanced Excel skills, including experience with large data sets and financial modeling
• Strong track record of building relationships and influencing stakeholders across a broad organization
• Excellent communication skills with the ability to distill complex analyses into clear insights for senior leadership
• Effective project management skills; highly organized, independent, and self-motivated
• Ability to think creatively and critically in a fast-paced and often ambiguous environment

Responsibilities

• Own Toast’s Adaptive Planning system, ensure optimal functionality and performance
• Design and drive long-term systems roadmap, encompassing support, enhancements, and project based implementations.
• Collaborate with third party contractors to execute on support model.
• Build and lead the FP&A Systems team by recruiting top-tier talent and providing financial systems leadership and analytical support to drive strategic decision-making at the senior leadership level.
• Ensure the integrity and accuracy of data within the Adaptive system; Manage financial data integrations across Adaptive, NetSuite, Workday, and other source systems. Oversee system architecture, hierarchy, security, and metadata management to align with evolving business needs.
• Partner with Accounting, Procurement, and Recruiting teams to further the integration of Adaptive with Zip, Netsuite, Greenhouse, and Sigma.
• Develop thorough understanding of the business and how stakeholders utilize Adaptive; Serve as a thought leader, driving enhancements and process improvements grounded in industry best practices.
• Lead development of scalable financial planning and reporting tools to enable best-in-class budgeting, forecasting, and reporting. Build automated dashboards that highlight key performance indicators.
• Design recommendations based on stakeholder feedback, business need, and a repeatable playbook; Ability to analyze and size expected system outputs and exercise logical judgment in driving accurate outcomes. Implement and optimize financial models for P&L and cash flow management, improving predictability and insight.
• Provide ongoing user support and training for finance team members and other stakeholders in using Adaptive. Act as the point of contact for troubleshooting and resolving forecast process issues.

Preferred Qualifications

• MBA
• SaaS or FinTech industry experience
• Knowledge of Snowflake and SQL