Senior Manager, Finance Systems, Data

Savvy Wealth

. Research and discover AI applications in Finance .

Posted 10/19/2026full-timeNew York City • New York • United StatesSenior💰 $180,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in AI applications within Finance, with a strong focus on automation infrastructure, data integrity, and financial reporting. Proficient in scripting, SQL, and advanced data analysis to enhance operational efficiency and accuracy.

Highest-signal resume keywords

AI Applications In FinanceScripting (Python)SQLFinancial Reporting SystemsData Integrity Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Automation InfrastructureData AnalysisReconciliation ProcessesVariance LogsException ReportingFinancial Data ControlsData StitchingAdvanced Excel/SheetsFinancial ReportingAudit Support

Soft Skills

Attention To DetailOrganizational SkillsProactive Problem SolvingSelf-Directed Work EthicAbility To Manage Multiple Workstreams

Tools & Technologies

CRM SystemsERP SystemsPayment PlatformsNetSuiteQuickBooksSalesforceRilletCampfire

Industry Keywords

Finance OperationsRevOpsBizOpsFintechWealth ManagementCustodial Billing

Tech Stack

Tools & technologies

ERPPythonSQL

About the role

Key responsibilities & impact

Research and discover AI applications in Finance
Architect and own automation infrastructure for revenue, billing, cash flow, and financial reporting
Diagnose process breakdowns and design predictable reconciliation processes with variance logs, automated matching, and exception reporting
Own data integrity across custodian exports, CRM, billing, CPQ, commissions, payments, and ERP systems
Establish and report reconciliation-health metrics each period
Ensure pricing, quoting, and commission data tie back to billing and revenue recognition
Replace costly manual workflows with durable automation using AI tools, scripting, SQL, or configuration
Partner with the Data team by defining requirements, prioritizing requests, and overseeing deployment
Evaluate tools and system changes and build business cases for investment
Design controls, access permissions, and audit trails for financial data
Document system architecture, data flows, and processes
Support audits related to systems, reconciliations, and automated controls
Work as an individual contributor at the intersection of Finance, Data, and Operations

Requirements

What you’ll need

Minimum of 5 years in Finance, Finance Operations, RevOps, BizOps, or a highly analytical function within a fintech
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, including CRM, ERP, payment platforms, and internal databases
Experience building or significantly improving financial reporting, reconciliation, or revenue data systems
Deeply analytical and comfortable working with large, complex datasets
Exceptional attention to detail and precision in financial environments where accuracy is critical
Highly organized and capable of managing multiple complex workstreams simultaneously
Self-directed and proactive in identifying structural problems
Experience in wealth management, fintech, or custodial billing environments is nice to have
Familiarity with Rillet, Campfire, NetSuite, QuickBooks, Salesforce, or financial system migrations is nice to have
Experience building data models for board-level or investor reporting is nice to have
Experience supporting audit processes or designing financial controls is nice to have
Able to work Savvy's 4-day-per-week in-office policy in Manhattan
Must be legally authorized to work in the United States or provide current employment authorization details

Benefits

Comp & perks

Competitive salary and equity package
Generous relocation package to help top talent make the move to our NYC office
Unlimited PTO + paid company holidays
Holistic medical, dental, and vision plans
Company 401(k), including Mega backdoor Roth options
Commuter plans
HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, and dinner if you stay late
Virtual mental health care (Spring Health)
Health concierge (Rightway)
Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)