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Kaseya is a leading provider of AI-powered IT management and cybersecurity software serving Managed Service Providers (MSPs) and internal IT organizations worldwide. The company is backed by Insight Partners and supports customers in over 20 countries, managing more than 15 million endpoints globally.
The Business Process Lead, Finance & Corporate Services role owns the end-to-end design of financial and administrative back-office processes spanning financial close and reporting, procurement, tax, supply chain operations, hardware fulfillment, human resources operations, and sales compensation administration. This is a hands-on individual contributor role that serves as connective tissue between Finance, HR, and Supply Chain leadership and the technology teams building supporting systems.
Key responsibilities include:
- Maintain detailed (L2/L3) decomposition of Record to Report, Direct Tax and Tax Compliance, Procure to Pay, Supply Chain Operations, hardware fulfillment, Hire to Retire, and Sales Compensation Management capabilities using shared standards.
- Facilitate structured working sessions with Finance, HR, Procurement, and Supply Chain stakeholders to document current processes and design future-state operations, producing process maps, documented decisions, and requirements for technical teams.
- Translate future-state process designs into system requirements, partner with Product Owners and Engineering Leads through design, build, and testing phases, and confirm delivery reflects intended design.
- Support parallel delivery tracks—current production systems and next-generation platform builds—correctly routing requests and reflecting operational lessons learned into documentation and forward-looking design.
- Own change management, enablement, and adoption for process changes including stakeholder impact assessment, readiness planning, training materials, and post-launch verification; define and report process performance metrics.
- Maintain documented agreements at shared boundaries with peer Business Process Leads to ensure explicit handoffs between value streams.
- Own capability design for sales compensation from approved quota forward—plan administration, crediting rules, attainment calculation, dispute resolution, commission expense accrual, and payout handoff to payroll.
- Own capability design for hardware fulfillment (provisioning, warehouse, inventory, returns, warranty) and Hire to Retire (onboarding, self-service, HR helpdesk, absence, performance management).
The role does not own the underlying functions themselves; success depends on heavy partnership with business and technology leads rather than direct authority. The newly created function's standards and operating rhythm are still being defined. Deep specialist expertise in every domain is not expected; the core skill required is the ability to establish consistent standards, prioritize effectively, and drive improvement across genuinely different process areas.
REQUIREMENTS:
- Hands-on experience designing or improving month-end close and record-to-report processes in a multi-entity ERP environment.
- 5+ years of experience in business process design, business analysis, business architecture, or operations in a relevant domain.
- Demonstrated experience decomposing business capabilities into detailed, multi-level structures.
- Strong facilitation skills with cross-functional business stakeholders, including experience working at a Controller or Finance director level.
- Experience translating business process requirements into system requirements for a technical delivery team, along with strong documentation habits.
PREFERRED QUALIFICATIONS:
- Experience with physical fulfillment and supply chain process design (warehouse, inventory, returns processing, warranty management).
- Sales compensation process design experience, including plan administration, crediting, attainment, dispute resolution, and commission accounting.
- Procure-to-pay process design experience, including intake, approval routing, supplier onboarding, and three-way match controls.
- Direct tax process and statutory reporting experience in a multi-jurisdiction environment.
- HR operations process design experience, including onboarding, self-service, helpdesk operations, and performance cycle management.
- Treasury and cash management process design experience.
- Experience with Oracle (accounting, inventory, and accounts payable modules), NetSuite, Oracle EPM, close management tooling such as FloQast, and incentive compensation platforms such as CaptivateIQ.