Systems, Process Improvement & Finance Transformation

• Serve as a power user of the FP&A planning platform (DriveTrain) and NetSuite ERP, maintaining model integrity and data pipelines between systems
• Identify and implement AI-driven automation within finance workflows to improve forecast accuracy and reduce cycle time on weekly/monthly reporting. Evaluate emerging AI and automation tools (e.g., generative AI for commentary drafting, natural language querying of financial data, RPA for repetitive reconciliation tasks) and pilot use cases with measurable ROI
• Partner with FP&A leadership to redesign planning, budgeting, and forecasting processes, replacing manual, spreadsheet-driven workflows with automated, scalable solutions
• Document current-state processes, identify manual touchpoints and bottlenecks, and design future-state workflows as part of broader finance transformation roadmaps
• Collaborate cross-functionally with IT, Accounting, and Business Intelligence teams to ensure new tools integrate cleanly with existing systems and controls
• Maintain strong data governance and control standards throughout automation efforts, ensuring accuracy, auditability, and compliance are not sacrificed for speed
• Document forecasting methodologies and maintain version control over planning assumptions
• Partner with Accounting to ensure forecast structures align with the GL and revenue recognition treatment

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 3–5 years of progressive FP&A, corporate finance, or financial analysis experience
• Advanced Excel / Google Sheets modeling skills (complex formulas, scenario structures, clean model architecture)
• Experience with a mid-market ERP (NetSuite strongly preferred)
• Demonstrated ability to build forecasts and variance analysis from the ground up
• Strong written communication — must be able to turn analysis into concise executive-ready narrative

Preferred Requirements

• Experience in professional services, managed services, IT consulting, or VAR/software resale environments
• Familiarity with gross vs. net revenue presentation (ASC 606 principal vs. agent considerations) in a reseller context
• Experience with a dedicated planning tool (DriveTrain, Adaptive, Planful, Anaplan, or similar)
• Exposure to SaaS/recurring revenue metrics (ARR, NRR, churn, CAC/LTV)
• Experience supporting board or investor reporting

Key Competencies

• Analytical rigor with commercial judgment: Builds forecasts and models that are accurate, auditable, and assumption-transparent, and knows which variances actually matter versus which are noise.
• Cross-functional business partnership: Comfortable engaging delivery leaders, sales, and executives directly to pressure-test assumptions and translate operational activity into financial impact, not just report numbers after the fact.
• Systems and process ownership: Takes real ownership of the FP&A tech stack (DriveTrain, NetSuite) and reporting infrastructure; proactively automates and improves rather than working around manual gaps.
• Fluency with complex revenue dynamics: Operates comfortably in a business where gross billings, net revenue, license margin, and recurring revenue metrics each require distinct treatment, without defaulting to one-size-fits-all analysis.
• Self-direction in a lean team: Operates effectively with broad ownership in a small finance function, working closely with the Controller without needing heavy oversight.
• Intellectual curiosity: Digs into the "why" behind the numbers rather than just reporting them.
• Adaptability and pace: Thrives in a fast-paced, evolving environment and is comfortable with shifting priorities as the business scales.

Other Things We Look For

• Willingness and ability to work longer hours and outside of traditional office hours as needed to keep timelines on track and communicate with colleagues in multiple time zones
• Flexible and not frustrated by changing priorities, context switching, and tight deadlines
• Demonstrates a regular approach to work that is highly consistent with our company values and company culture
• Ability to work successfully in a low-distraction remote/work-from-home environment

About Isos Technology

Isos Technology partners with organizations to streamline, optimize, and modernize the way they work. As an Atlassian Platinum Solution Partner, our solutions combine Atlassian technology, industry expertise, and operational best practices to drive impactful business outcomes for clients. Clients trust our experience in service management, cloud upgrades, enterprise strategy and planning, AI adoption, and support services to create lasting value. Founded in 2005, Isos has helped thousands of commercial and public sector clients transform how they work and unlock the full potential of their organization.

Originally posted on Himalayas