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Addepar is a global data and AI platform that empowers investment professionals to turn complex financial information into actionable intelligence. The company unifies portfolio, market, and client data to deliver AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.
In this role, you will lead the Finance Systems team and own the finance systems roadmap. You will partner directly with leadership on overall finance technology strategy and collaborate with cross-functional teams to drive a unified G&A experience. You will oversee core finance enterprise applications—including NetSuite, Coupa, Navan, and integration middleware Boomi—ensuring scalability, security, and operational efficiency.
Key responsibilities include:
• People & Team Leadership: Direct and mentor a global team of individual contributors across the US and Pune, establishing clear operational goals, defining team processes, and promoting career growth.
• Roadmap & Strategy Execution: Own the finance systems roadmap, partnering with leadership to align technology priorities with long-term business strategy.
• G&A System Unification: Partner with other enterprise systems teams in driving platform integrations, data consistency, and tech stack unification.
• Data Governance & MDM: Oversee core financial architecture and data pipelines, driving governance frameworks to guarantee seamless, dependable, and actionable reporting across business units.
• Ecosystem Administration: Oversee the performance, maintenance, and support strategy for core tools including NetSuite (GL, RevOps, O2C), Coupa (P2P), Navan (T&E), and integration middleware (e.g., Dell Boomi).
• Release Management Lifecycle: Architect and govern NetSuite release management lifecycle by establishing Git/GitHub version control workflows and SuiteCloud Development Framework (SDF) across different environments.
• Process & Support Governance: Define requirements gathering standards, maintain testing frameworks, and track support metrics to identify automation opportunities and enhance stakeholder enablement.
• Cross-Functional Collaboration: Engage deeply with Accounting, FP&A, Procurement, IT, and Legal to translate complex workflows into scalable systems solutions and integrated architectures.
Requirements:
• 7+ years of progressive experience in Finance Systems, with 2+ years of direct experience managing technical individual contributors in a global environment.
• Deep administrative and functional mastery of NetSuite, with hands-on experience across P2P platforms (e.g., Coupa), travel/expense solutions (e.g., Navan), financial planning solutions (e.g., Pigment), and enterprise middleware (e.g., Boomi).
• Proven track record of managing multi-year systems roadmaps, leading end-to-end enterprise implementations, and driving G&A systems unification.
• Strong ability to translate complex accounting and finance requirements into clear technical specifications while aligning priorities across business units.
• Demonstrated ability to swiftly align with distinct business needs, address organizational challenges, and achieve key objectives for internal teams.
• Bachelor's degree in Management Information Systems, Finance, Accounting, IT, or an equivalent field.
• Legal authorization to work in India on the first day of employment. Visa sponsorship is not available for this position.
