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Lead Product Owner, Finance Applications

Harvey - San Francisco, CA, United States - In-office - posted 2026-09-24

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Salary: USD 170,000 - 225,500 / annual

Harvey is an AI platform transforming legal and professional services work. You'll own the finance systems and workflows powering Harvey's finance organization as it scales globally, sitting at the center of a critical technology portfolio: NetSuite (ERP core), Zip (procurement), Ramp and Brex (spend/cards), and Metronome (usage-based billing). You'll partner closely with Accounting, FP&A, Revenue Operations, Procurement, Tax, Business Technology, and Security to translate business needs into scalable, well-governed solutions. This role blends advisory, technical, and hands-on execution: you'll bring thought leadership to the finance organization, work with stakeholders to understand complex business problems, design solutions across the toolstack, and execute implementation. Key responsibilities: - Own one or more core finance business process areas (order-to-cash, procure-to-pay, record-to-report) and their supporting systems. Run discovery with process owners, define target-state design, own the roadmap, and measure success on value and accuracy. - Lead high-ambiguity problems without established patterns—such as international expansion with entity, currency, tax, and statutory complexity, or new product offerings requiring integrated pricing, billing, and revenue recognition design. - Develop and maintain holistic architecture strategy for the finance applications ecosystem: system boundaries, data flows, and Harvey's short/mid/long-term needs. Collaborate with owners of adjacent systems (Workday, Salesforce) on integrations. - Eliminate manual work by replacing spreadsheets, manual entry, and email approvals with configuration, automated workflows, and integrations. Evaluate new functionality for best fit. - Configure, maintain, and optimize NetSuite and dependent spend/revenue systems (Zip, Ramp, Brex, Metronome). Understand data flows and upstream sources that revenue reporting depends on. - Identify, test, and implement practical AI and automation opportunities with clear impact on time savings and manual work eliminated. - Own quality across applications with lightweight SDLC balancing accuracy and agility. Mentor peers and serve as escalation point for design questions. Requirements: - 7+ years hands-on finance systems experience, including 5+ years direct NetSuite experience with demonstrated complex configuration depth supporting global, multi-entity, multi-currency finance organizations. - Product owner or product manager experience in at least one core finance business process area (order-to-cash, procure-to-pay, record-to-report) with extensive depth: discovery, target-state design, proposing tradeoffs, owning roadmap through delivery. Familiarity with adjacent areas valued. - Excellent communication and stakeholder management at various business and technology levels. Track record of mentoring peers, setting technical standards, or being the expert others escalate to. - Demonstrated ability to solve ambiguous, high-stakes process problems without playbooks, operating autonomously while knowing when to involve others on high-impact decisions. Examples: international expansion, multi-entity/currency complexity, new product offerings with integrated pricing/billing/revenue recognition. - Deep understanding of leading and emerging trends in SaaS finance applications and architecture, including automation and AI innovation. - Direct experience implementing best practices in change management, regression and UAT planning, segregation of duties, and regulatory requirements while increasing efficiencies.

About Harvey

Legal / Compliance / Risk; AI / Data / Infrastructure — AI platform for legal and professional services work.

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