Position Overview
The day-to-day responsibilities will include:
- Owning the financial systems and data strategy, defining and then executing on a 12-24 month roadmap in partnership with Finance and Executive leadership
- Owning end-to-end data architecture, including data lake and data warehouse infrastructure (Azure/Fabric), API and ETL/ELT integrations across source systems (ERP, EPM, HRIS), and BI reporting layers (Power BI)
- Developing and maintaining scalable BI and analytics frameworks that translate complex financial data into clear, actionable business insights
- Establishing and enforcing data governance standards, including master data management (MDM), metadata governance, and data quality frameworks across Finance
- Identifying and implementing AI-driven automation opportunities to transform Finance operations, reporting, and insight generation
- Leading large-scale system initiatives from requirements gathering through delivery, managing timelines, stakeholders, and cross-functional dependencies, including managing external technical consultant relationships
- Flexing between strategic leadership and hands-on contributor work - directing a small group of internal and external resources while personally contributing to writing code, building pipelines, designing data models and system oversight
- Driving technology adoption and change management across our Holding Company and support industry vertical teams in system implementation and adoption
- Translating business requirements into scalable technical solutions, acting as the bridge between Finance leadership and technical teams
- Partnering closely with Finance, IT resources and cross-functional stakeholders to align systems strategy with business priorities
Qualifications
- 10+ years of progressive experience in Data Architecture, Finance/Business Systems, or Business Intelligence, ideally within high-growth and/or high-M&A environments
- Bachelor's or Master's degree in Computer Science, Information Systems, Engineering, Business, or a related field
- Experience owning end-to-end data architecture including data lake or warehouse infrastructure, ETL/ELT integrations, and BI reporting layers; proficiency in SQL required, Microsoft stack a strong plus
- Experience with financial systems at scale including ERP, EPM, and Business Intelligence platforms; familiarity with OneStream and Business Central a plus
- Deep understanding of data engineering best practices, warehousing/lakehouse architecture, MDM, and metadata governance
- Demonstrated success delivering large-scale system initiatives, preferably within Finance
- Strong project management and cross-functional collaboration skills
Personal Attributes
- Strategic thinker and hands-on builder - equally comfortable driving vision and rolling up your sleeves to execute
- Excellent communicator with the ability to translate complex technical concepts for Finance stakeholders and vice versa
- Highly collaborative with strong cross-functional relationship and project management skills
- Self-motivated and comfortable operating with autonomy in a lean team environment
- Excited about applying emerging AI and automation tools to modernize how Finance operates
- Interested in a long-term career at a company building something to last for decades
- High integrity, low ego - Evergreen hires on potential and trajectory as much as technical credentials
Compensation
A competitive compensation package including a base salary range of $185,000-$210,000, annual performance-based bonus, Profit Interest Units (equity-based comp) and an excellent benefits package is available.
Location
San Francisco, CA preferred. Hybrid or remote candidates with significant relevant experience will be considered.