Finance Operations & Systems Lead (AI-Native)
Confidential
Posted: March 17, 2026
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Quick Summary
Finance Operations & Systems Lead (AI-Native) is responsible for owning the day-to-day operating cadence and leading the systems roadmap, with the CFO, for our Finance & Revenue Operations function, supported by automated workflows and specialist external advisors, with no plans to grow the internal team headcount beyond two people.
Required Skills
Job Description
causaLens builds AI-powered Digital Workers that automate high-stakes enterprise workflows. We want Finance and Revenue Operations to work the same way: AI-native, systemised, and lean. This role pairs with the CFO to run the full finance and GTM operations function, supported by automated workflows and specialist external advisors, with no plans to grow the internal team headcount beyond the two of you.
You will own the day-to-day operating cadence and lead our systems roadmap. Your first task is to evaluate and finalise our ERP selection from a shortlist of AI-native platforms, leading technical due diligence and vendor validation before committing. You then own the migration and everything that follows.
What you’ll do
Months 1–6: Systems foundation
• Lead ERP selection and migration: Own technical due diligence and vendor validation, data mapping, integrations, and go-live from NetSuite to our new AI-native ERP.
• Automate the close engine: Engineer >80% of routine journal entries and reconciliations to run automatically; target ≤5 business days to close.
• Deploy AP & payroll automation: Configure Pleo/Cledara integrations for touchless AP, and HiBob payroll module with automated GL sync.
Months 6–12: Revenue & GTM integration
• Own quote-to-cash: Connect HubSpot deals through contract execution, ERP invoicing, and automated collections. Maintain ARR/MRR as a live, reconciled number across systems.
• Build the FP&A data layer: Connect the ERP to a future planning tool with clean dimensional structure so actuals feed automatically into board reporting cycles—no manual data prep.
• Be “Customer Zero”: Partner with Engineering to deploy at least two causaLens Digital Workers into live finance workflows (e.g., AP routing, variance narrative generation).