Lead, Financial Systems & Strategy
Core
Own Duetto's financial reporting platform and model, driving data centralization, infrastructure, and AI-augmented workflows for executive and board reporting.
Role type
Lead, Financial Systems & Strategy (FP&A)
Builds
Duetto's financial reporting platform, integrated financial model (P&L, cash flow, reforecast/budget engine), and AI-augmented finance operations.
Domain
SaaS / Hospitality Technology / Financial Planning & Analysis
Deliverable
production ML models | dashboards & analysis
Required skills
Financial systems architecture, Financial modelling, Executive reporting, Data infrastructure, ERP platforms (NetSuite), FP&A platforms (Abacum, Adaptive Insights, OneStream), Cash flow forecasting, Scenario modeling, Covenant compliance, AI/LLM integration, Cross-functional stakeholder management
Preferred skills
Private equity-backed or high-growth SaaS B2B experience, BI tools (Tableau, Looker), SOX compliance, Hospitality technology industry experience
Technologies
NetSuite, Salesforce, Abacum, Claude, Excel, Google Suite, Tableau, Looker
Responsibilities
Drive data centralization and infrastructure consolidating data from NetSuite, Salesforce, and departmental sources; Architect and maintain the integrated financial model (P&L, cash flow, reforecast/budget engine); Own monthly and quarterly board/sponsor reporting packages; Build scenario and sensitivity analyses for leadership decision-making; Partner with Accounting to accelerate the monthly close process; Own cash flow forecasting and covenant compliance monitoring; Define and deploy AI-augmented workflows and agents for finance operations; Own consolidated P&L variance analysis and synthesize key drivers for leadership; Partner with R&D and G&A leaders to provide data-based strategic recommendations.
Seniority
Senior, hands-on IC with strategic influence
