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Shield Financial Jobs (NOW HIRING)

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. The Supply Chain Finance Analyst is ... responsible for supporting financial planning, analysis, and reporting related to supply chain ...

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. The Supply Chain Finance Analyst is ... responsible for supporting financial planning, analysis, and reporting related to supply chain ...

Follow Shield AI on LinkedIn, X, Instagram, and YouTube. The Supply Chain Finance Analyst is ... responsible for supporting financial planning, analysis, and reporting related to supply chain ...

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Shield Financial information

What is Shield Financial and what services do they provide?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

How does a Shield Financial Advisor typically collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Shield Financial, and why are they important?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.
More about Shield Financial jobs
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What states have the most Shield Financial jobs? States with the most job openings for Shield Financial jobs include:
Senior Director, Finance Transformation (R4928)

Senior Director, Finance Transformation (R4928)

Shield AI

San Francisco, CA • On-site

Full-time

Posted 28 days ago


Job description

Founded in 2015, Shield AI is a venture-backed defense-tech company with the mission of protecting service members and civilians with intelligent systems. Its products include Hivemind autonomy software and V-BAT and X-BAT aircraft. With offices and facilities across the U.S., Europe, the Middle East, and Asia-Pacific, Shield AI's technology actively supports operations worldwide. For more information, visit www.shield.ai. Follow Shield AI on LinkedIn, X, Instagram, and YouTube. 

Job Description:

Shield AI is seeking a Senior Director of Finance Applications to lead both the day-to-day stewardship of Finance systems and a high-priority ERP implementation initiative. In this role, you will build and lead the organization responsible for creating the infrastructure and systems that enable our operations teams to scale and achieve process excellence. A critical near-term mandate is leading Shield AI's ERP implementation end-to-end - serving as the bridge between Finance and IT to ensure business requirements are accurately translated into system design, that milestones are met on time and on budget, and that end users are set up for lasting success. 

Success will require deep partnership with Finance leaders, the CIO organization, and external implementation partners to align systems and practices with Shield AI's overall business strategy. You will own scalability, functionality, and ease of execution across all Finance systems, with ERP as the cornerstone initiative. 

What you'll do:

ERP Implementation (Primary Mandate) 

  • Own the full ERP implementation lifecycle - from requirements gathering, process design, and vendor management through system configuration, UAT, data migration, cutover, go-live, and hypercare
  • Lead cross-functional workshops to document current-state Finance processes (AP, AR, GL, fixed assets, procurement, financial close) and define future-state workflows; translate outputs into functional specifications for configuration and integration
  • Oversee data migration strategy and validation for all financial master data including chart of accounts, vendor and customer records, open balances, and historical data
  • Manage the ERP implementation partner day-to-day - holding the system integrator and other vendors accountable to scope, quality, and delivery timelines; escalate risks and issues to the steering committee as needed
  • Lead executive-level status reporting on milestones, budget, and risks; manage cross-functional interdependencies across Finance, IT, HR, and Operations throughout the project lifecycle
  • Develop and execute a change management and training plan to drive user readiness and adoption; build a network of Finance super users and process champions to sustain the system post-go-live
  • Establish post-implementation governance including support model, ongoing enhancement prioritization, and handoff procedures from the implementation partner to internal teams 

Ongoing Finance Systems & Strategy 

  • Serve as the strategic owner for all Finance applications - maintaining system architecture, integration health, and a forward-looking technology roadmap aligned to Shield.ai's business priorities
  • Partner with Finance leaders and the CIO Office to perform gap assessments, formulate investment proposals, and develop multi-year capability roadmaps that balance resources and corporate objectives
  • Identify and implement process automation and standardization opportunities across the Finance ecosystem, maintaining audit readiness and knowledge continuity through documentation and cross-training
  • Manage a portfolio of Finance technology initiatives beyond ERP - driving prioritization, planning, and vendor oversight across the application landscape
  • Lead and develop a team of business and technical analysts, providing mentorship, career development, and strategic direction to build a high-performing, scalable organization 
Required qualifications:

Experience 

  • 15+ years of progressively increasing responsibility in Finance applications, with a minimum of 8 years partnering with Finance functions on the implementation of new business capabilities enabled by IT
  • 5+ years of direct, hands-on involvement in a full-lifecycle ERP implementation or major system upgrade (e.g., SAP, Oracle, Microsoft Dynamics 365, NetSuite, Workday Financials)
  • Deep understanding of core Finance processes: Record-to-Report, Order-to-Cash, Procure-to-Pay
  • Demonstrated experience leading cross-functional projects with both business and IT stakeholders, including management of third-party implementation partners
  • Experience in Cloud Software application management and familiarity with new AI technology applications and capabilities is a plus 

Technical Skills 

  • Extensive business system analysis skills and strong experience with system development lifecycle methodologies (e.g., Agile, Waterfall)
  • Familiarity with ERP configuration concepts, data migration methodology, and integration architecture
  • Proficiency with project management tools (e.g., MS Project, Smartsheet, Jira) and documentation tools (Visio, Confluence, or equivalent)
  • Ability to review and interpret functional specifications, data mapping documents, and UAT test plans
  • Past experience managing IT portfolios and budgets is a plus 

Leadership & Attributes 

  • Strong executive presence with the ability to communicate complex topics clearly to both technical and non-technical audiences
  • Proven track record of influencing, leading, and facilitating initiatives with multiple senior stakeholders
  • Experience in change management and influencing across complex areas such as process design, system tradeoffs, and scaling programs through company growth stages
  • Grit and a can-do attitude - ability and willingness to roll up sleeves to ensure team and project success
  • Growth mindset, sense of curiosity, and strong problem-solving skills with high attention to detail and accuracy
  • Highly organized individual who can multi-task and achieve results through teamwork and consultative approaches 
$240,000 - $360,000 a year
#LI-AA2
#LG

Full-time regular employee offer package:
Pay within range listed + Bonus + Benefits + Equity
 
Temporary employee offer package:
Pay within range listed above + temporary benefits package (applicable after 60 days of employment)
 
Salary compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications, and specific work location. All offers are contingent on a cleared background and possible reference check. Military fellows and part-time employees are not eligible for benefits. Please speak to your talent acquisition representative for more information.
 
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Shield AI is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know. 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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