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About the Role
The Senior Manager, Finance Data & Systems will focus on implementing systems and automation solutions across the Finance organization. This role involves researching AI in finance, architecting automation infrastructure for financial reporting, and designing workflows, dashboards, and reconciliation processes. It's ideal for a tinkerer passionate about systems and finance.
Responsibilities
- Own finance systems and data.
- Diagnose process inefficiencies and design improved reconciliation workflows.
- Own the integrity of data flowing across Finance systems including custodian exports, CRM, billing, CPQ, commissions, payments, and the ERP.
- Establish and report on key metrics for reconciliation health.
- Ensure pricing, quoting, and commission data align with billing and revenue recognition.
- Replace high-cost manual workflows with automation using AI, scripting, or SQL.
- Serve as the primary partner to the Data team, defining requirements and prioritizing requests.
- Evaluate new tools and system changes to support company scaling and build business cases for investment.
- Design controls, access permissions, and audit trails for financial data.
- Document system architecture, data flows, and processes.
- Support audit requests related to systems, reconciliations, and automated controls.
Requirements
- Minimum of 5 years in Finance, Finance Operations, RevOps, BizOps, or a highly analytical function within a fintech.
- Experience in a startup and/or with AI implementation is highly desirable.
- You feel constrained in your current role, limited by red-tape and approvals instead of testing new processes and automations that push the bounds of what is possible.
- Strong knowledge of AI and data infrastructure frameworks, tools, and methodologies.
- Fluent in scripting (e.g., Python), SQL and advanced Excel/Sheets.
- Experience stitching data across multiple systems (CRM, ERP, payment platforms, internal databases).
- You’ve built or significantly improved financial reporting, reconciliation, or revenue data systems.
- You are deeply analytical and comfortable working with large, complex datasets.
- You have exceptional attention to detail and operate with precision in financial environments where accuracy is critical.
- You are highly organized and capable of managing multiple complex workstreams simultaneously.
- You are self-directed and proactively identify structural problems before being asked to solve them.
Skills
- AI
- Data infrastructure frameworks
- Scripting (e.g., Python)
- SQL
- Advanced Excel/Sheets
- Data stitching across multiple systems
- Financial reporting systems
- Reconciliation systems
- Revenue data systems
- Analytical skills
- Attention to detail
- Organization
- Workstream management
- Problem-solving
Location
- NYC office
Work Type
- Onsite
Experience Level
- Senior Manager
- Minimum of 5 years
Benefits
- Competitive salary and equity package
- Generous relocation package
- Unlimited PTO + paid company holidays
- Holistic medical, dental, and vision plans
- Company 401(k) (including Mega backdoor Roth options)
- Commuter plans
- HSA/FSA plans
- Lunch and snacks provided in the office
- Dinner provided if you stay late
- Access to virtual mental health care (Spring Health)
- Health concierge (Rightway)
- Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
About the Company
- Savvy Wealth is reinventing the wealth management industry, which is a $545 billion industry that still runs on manual work.
- Savvy partners with experienced financial advisors who want to grow without running the back office themselves, offering a proprietary tech platform, client portal, in-house marketing, investment management, and client services.
- AI is integral to Savvy's operations, with AI-native tools and a focus on using AI for efficiency and innovation.
- Savvy is a Series C company with 170+ people, $200M raised, and aiming for $100M ARR.
- The company was ranked the No. 1 fastest-growing financial services company in America by Inc. in 2026.
- Savvy Wealth is a Certified Great Place to Work, recognized for its culture and growth by Newsweek and Fortune.
Equal Opportunity
- Savvy Wealth is an equal opportunity employer.
- We are committed to fostering an inclusive work environment that values diversity and individual contributions.