Senior Manager, Financial Systems & Integrations

This position is On-site in either our Irving, TX or Boca Raton locations (4 days/week)

Summary:

We are seeking a strategic and results-driven Senior Manager, Financial Systems & Integrations to lead financial platform integrations, customer migrations, and business-critical system transformations. This role combines deep expertise in information technology, finance operations, and enterprise system integrations to ensure seamless transitions between platforms while maintaining the integrity of billing, payments, accounts receivable, revenue recognition, customer financial data, and reporting.

The ideal candidate will possess a strong understanding of end-to-end financial processes, including Order-to-Cash (O2C), billing, invoicing, cash application, collections, revenue management, reconciliation, and customer account transitions. They will partner closely with Finance, Product, Operations, Customer Success, and Technology teams to deliver scalable solutions that support business growth and customer satisfaction.

Duties and Responsibilities:

• Responsible for overall management of team and assigned project.
• Responsible for overall financial, scope, and critical path management for assigned projects.
• Manage ETL development to integrated monitoring and billing from diverse platforms to ADT platform.
• Interface with acquisition teams and insure integrity of data being integrated to the ADT platform.
• Manage the financial, time, and resource aspects of project against a set budget and project plan.
• Manage MMB/Informix data extract, analysis and update demand funnel.
• Resolve project related issues or operational issues impacting IT or business.
• Define service levels and service agreements; manage IT operations.
• Review and evaluate work and prepare performance reports.
• Establish processes to identify, track, escalate, resolve, and report customer-related issues.
• Collaborate with the customer to define standards and measures for quality and customer satisfaction requirements.
• Assist and prepare the budget, forecast, and capital equipment reports.
• Coordinate system analysis and applications development activities through direct and indirect staff.
• Assist and recommend process and quality improvement activities for the organization.

Skills:

• Advanced knowledge of major package applications software.

• Advanced written and verbal communication skills including ability to develop presentations and present to management.

• Advanced SQL, programming and analytical skills.

• Advanced background and understanding of business principles, practices and procedures.

• Advanced knowledge of MAStermind Business and/or MAStermind Monitoring.

• Advanced problem solving and negotiation skills.

• Functional understanding of general financial principles.

• Leverages business and technical expertise across disciplines, demonstrating a high level of industry knowledge.

• Contributes to the strategic direction of the client group(s).

• May provide guidance to senior management.

Education: Four (4) year degree or equivalent experience

Experience: 8 - 10 yrs

Key Responsibilities:

Data Analysis & Validation

• Develop and execute complex SQL queries to support financial data analysis, migration validation, reconciliation, and operational reporting.
• Perform pre- and post-migration data validation to ensure accuracy and completeness of:
  • Customer accounts
  • Invoices
  • Payments
  • Open accounts receivable
  • Revenue transactions
  • Aging balances
  • Reconciliation records
• Investigate data discrepancies and partner with technical and business stakeholders to resolve issues.
• Create repeatable validation processes and data quality controls for large-scale platform migrations.
• Analyze financial and operational data to provide actionable insights and support executive decision-making.

Required Qualifications:

• Intermediate to advanced SQL skills with demonstrated experience writing, optimizing, and troubleshooting complex queries.
• Proficiency using SQL to:
  • Validate large-scale data migrations
  • Reconcile financial transactions
  • Analyze Accounts Receivable and billing data
  • Investigate revenue and payment discrepancies
  • Support financial reporting and audit requirements
• Ability to independently extract, transform, analyze, and validate data across multiple enterprise systems.
• Experience working with large relational databases and complex data models.

Preferred Qualifications:

• Experience with Oracle, BigQuery, SQL Server, Azure SQL, Oracle, Informix, or similar database platforms.

• Experience with business intelligence and reporting tools.

• Knowledge of Mastermind Business, Mastermind Monitoring, or similar monitoring and billing platforms.

• Experience supporting acquisitions, platform consolidations, or large-scale customer conversion initiatives.