Position directory
Positions we recruit: Finance Systems and Transformation
Start a Search Financial Headhunters Salary Guide
Financial Headhunters: Hiring Finance Systems Professionals
This is what we do all day: recruit accounting, finance, banking and insurance professionals.
- Controller
- CFO
- VP Finance
- FP&A Director
- Accounting Manager
- Director of Accounting
- Assistant Controller
- Tax Director
- Treasury Manager
- Internal Audit Director
- Senior Accountant
- Financial Analyst
- Head of Financial Reporting
- Commercial Lender
- Chief Credit Officer
- Business Systems Finance Lead
How long did your last search take?
How much did the empty seat cost while you waited?
Every week a finance seat stays empty costs you in overtime, late closes and work that waits. We go straight to people already doing the job.
01
Team Structure and Levels
Use Directors for long-term roadmaps and team leadership. Managers handle daily system stability and vendor relationships. Analysts focus on configuration, troubleshooting, and end-user support.
Choose NetSuite, Sage, or SAP specialists based on your current platform. Do not expect one analyst to manage every module across different ERP ecosystems simultaneously. Keep roles aligned with specific functional gaps.
Define the specific outcome before hiring. A scope conversation starts by identifying the exact technical pain point in your finance stack. Do not ask for a generic analyst. Ask if the role involves net new implementation or maintenance of an existing instance. Maintenance requires deep knowledge of existing configuration, specifically how data flows from sub-ledgers to the general ledger. Implementation requires project planning, requirements gathering, and strict adherence to timelines. Ask candidates to describe the most complex technical issue they resolved in your specific platform. Look for concrete details about logic, syntax, or table relationships. If they talk about soft skills or high level strategy without explaining the technical architecture, move on. Ask for a sample of their documentation. This could be a change log, an architectural diagram, or a data mapping sheet. If they cannot produce a document they personally created, they lack the rigor to manage your system health. Determine if the business requires a transformation specialist or a steady state administrator. A transformation specialist rearranges your chart of accounts or redesigns workflows to fix bad process. A steady state administrator keeps the lights on, manages user permissions, and handles routine ticket volume. Hiring the wrong type leads to burnout. If you have clean processes, a specialist will be bored and leave. If your processes are broken, an administrator will be overwhelmed by the complexity. Confirm the candidate understands how accounting requirements dictate system configuration. A technical expert who ignores the accounting logic will cause broken reporting. Always vet for recent hands-on experience in the specific software version currently active in your environment.
- 01DirectorSets architecture strategy.
- 02ManagerOversees system health and maintenance.
- 03AnalystExecutes configuration and data cleanup tasks.
- 04AdministratorManages user roles and security permissions.
02
Interview Questions and Evidence
Ask how they handled a broken integration. Look for logical troubleshooting steps rather than just mentioning a fix. Ask about specific module configurations in your current ERP.
Inquire about their process for managing system changes during a month-end close. Require them to describe a time a project missed a deadline. Listen for ownership versus blame-shifting.
- 01QuestionHow do you handle user role conflicts? Evidence: Mention of audit controls or specific permission sets. Follow-up: How do you document these changes?
- 02QuestionExplain a failed system integration. Evidence: Analysis of the root cause and documentation of the fix. Follow-up: What steps prevent recurrence?
- 03QuestionHow do you scale data structures? Evidence: Mention of hierarchies and custom segments. Follow-up: Does this impact reporting speed?
03
Common Hiring Mistakes
Hiring for theoretical knowledge of a system without hands-on configuration experience is a frequent error. Verify their actual work in your specific platform version.
Ignoring documentation habits is another trap. Systems require clean records. If a candidate cannot show examples of project documentation or change logs, their technical knowledge may not translate into long-term stability for your environment.
- 01Assuming ERP knowledge is universal across platforms.
- 02Overlooking the need for clean data migration history.
- 03Focusing on certifications instead of demonstrated tasks.
- 04Failing to check if they understand your specific accounting workflows.
04
Credentials Explained
Certifications like NetSuite Administrator indicate a baseline of product knowledge. They do not prove successful implementation experience. Registration with accounting bodies shows fundamental financial awareness but not system expertise.
Always confirm the current status of any certification directly with the issuer. Licenses relate to public accounting and rarely apply to internal system roles. Focus on work samples over status-based credentials.
- 01ExamTests platform-specific features.
- 02CertificationIssued by vendors like NetSuite or SAP to verify tool literacy.
- 03RegistrationConfirms standing with accounting boards.
- 04Status CheckVerify expiration dates directly on the official portal.
05
Scoping Your Needs
Define if you need an architect for a new S/4HANA migration or a maintenance technician for an established instance. Maintenance requires deep troubleshooting skills. New implementations require project management and stakeholder communication abilities.
Decide if the work requires internal process re-engineering. If your chart of accounts is messy, you need a transformation specialist. If your processes are clean, you need a system administrator.
- 01MigrationFocus on data mapping and cutover planning.
- 02MaintenanceFocus on ticket resolution and patch management.
- 03AutomationFocus on API integrations and external software connections.
- 04TransformationFocus on workflow redesign and system optimization.
12 positions in this family
- Finance Systems ManagerThis practitioner writes logic to sync systems and converts messy source data into clean entries within the general ledger.
- NetSuite AdministratorThey adjust system roles and modify security settings while verifying data accuracy during the closing of each monthly period.
- SAP FICO AnalystThey translate financial rules into system settings and determine if reconciliation errors stem from business process flaws or configuration.
- Director of Finance SystemsDirecting the architecture, maintenance, and optimization of enterprise financial technology stacks.
- Financial Systems AnalystOptimize ERP configurations and reporting workflows for operational efficiency.
- Sage Intacct AdministratorManage Sage Intacct environment stability, module configuration, and integration data integrity.
- Oracle Financials (ERP) AnalystConfigure, maintain, and optimize Oracle Financials modules for accounting and financial reporting accuracy.
- Workday Financials AnalystConfigure, support, and maintain Workday Financials modules for daily accounting operations and reporting.
- EPM / Planning Systems Manager (Adaptive, Anaplan, OneStream)Lead system design and administration for planning, budgeting, and forecasting platforms.
- Finance Transformation DirectorLead system architecture, data migration, and process automation across core finance stacks.
- Finance Data / BI AnalystDeploy and maintain business intelligence and data infrastructure for finance reporting.
- Senior Financial Systems AnalystSenior Financial Systems Analyst for ERP optimization, system integration, and financial process automation.
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Questions people ask
When should I prioritize a consultant over a full-time hire?
Use contractors for defined project spikes like a system implementation or audit remediation. Use permanent hires for ongoing daily operations.
How do I evaluate if a candidate is truly senior?
Ask for specific technical decisions they made. Senior hires can explain the trade-offs of their configuration choices.
What is the primary indicator of failure after hiring?
The inability to map technical system changes back to accounting requirements.
Can I hire for multiple ERP platforms at once?
Avoid this. Most experts possess deep knowledge in only one major ERP system. Cross-platform talent is rare and expensive.