Finance Systems Manager Jobs in New York
Finance Systems Manager jobs in New York represent one of the most active markets for this role in the country, concentrated in financial services, banking, insurance, and healthcare finance across New York City, Buffalo, and Albany. Major employers with a lasting presence in New York include JPMorgan Chase, Citigroup, and MetLife, all of which regularly staff finance systems managers to oversee ERP platforms, financial close processes, and reporting infrastructure. The most in-demand specialties are Oracle and SAP system administration, financial data governance, and month-end close automation. Find a role that fits below and apply directly.
Find Finance Systems Manager JobsOverview
Showing 5 of 11+ Finance Systems Manager jobs
Location
NYC Office
Employment Type
Full time
Location Type
Hybrid
Department
Finance
Compensation
- $180K – $200K • Offers Equity
About Savvy Wealth:
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™
The Role:
The Senior Manager, Finance Data & Systems, will be a pivotal role focused exclusively on uncovering and implementing systems and automation solutions across the Finance organization. This individual will conduct thorough research & discovery of AI use in finance; they will architect and own the automation infrastructure that reports Savvy’s revenue, billing, cash flow, and financial reporting.
As an individual contributor, this person will sit at the intersection of Finance, Data, and Operations — designing workflows, developing dashboards, eliminating reconciliation risk, and ensuring we have complete visibility into what we invoice, what we collect, and how revenue flows through the business. If you are a tinkerer who is passionate about systems & finance, this role is for you.
How We Work: An AI-Native Finance Team:
Our Finance team is small, and we run like a much bigger one because of how we use AI.
We build most of our own tools. Payout engines, reconciliation workflows, reporting, and agents that handle recurring analysis were built by people on this team. When we do buy software, we choose finance platforms built around AI and automation, not legacy systems with AI added on.
We expect everyone to work this way. When a problem shows up, your first move should be asking how AI can solve it, and you should know when the output needs a human check before money moves.
Responsibilities:
Own finance systems and data
Diagnose where today's process breaks (timing, data gaps, manual matching, unclear ownership) and design it so reconciliations close on a predictable schedule with a documented variance log, automated matching, and exception reporting, so the team spends its time resolving exceptions, not finding them.
Own the integrity of data flowing across Finance systems: custodian exports, CRM, billing, CPQ, commissions, payments, and the ERP.
Establish clear metrics for reconciliation health, such as unreconciled balance, aged variances, and time to close, and report on them every period.
Ensure pricing, quoting, and commission data tie cleanly back to billing and revenue recognition, so CPQ and commissions serve the whole Finance team's reporting needs rather than standing alone.
Replace the highest-cost manual workflows with durable automation, using AI tools, scripting, SQL, or configuration, whichever fits the problem, and sequence the work by risk reduced and time saved.
Serve as Finance's primary partner to the Data team: define requirements, prioritize requests, and see work through to deployment.
Evaluate new tools and system changes as the company scales, and build the business case for investment.
Controls and documentation
Design controls, access permissions, and audit trails for financial data, especially for any figure that determines revenue or payouts.
Document system architecture, data flows, and processes so that institutional knowledge does not live in one person's head.
Support audit requests related to systems, reconciliations, and automated controls.
Must Have:
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.
You have 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.
Nice to have:
Experience in wealth management, fintech, or custodial billing environments
Familiarity with Rillet, Campfire, NetSuite, QuickBooks, Salesforce, or financial system migrations
Experience building data models that support board-level or investor reporting
Experience supporting audit processes or designing financial controls
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:
Competitive salary and equity package
We offer a generous relocation package to help top talent make the move to our NYC office
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Location
NYC Office
Employment Type
Full time
Location Type
Hybrid
Department
Finance
Compensation
- $180K – $200K • Offers Equity
About Savvy Wealth:
Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.
Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.
AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.
The trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!
Recognition:
We're a Certified Great Place to Work and have been honored for our culture and our growth:
Newsweek's America's Greatest Startup Workplaces (2026)
Fortune Best Workplaces in New York™ (2026)
Great Place to Work Certified™
The Role:
The Senior Manager, Finance Data & Systems, will be a pivotal role focused exclusively on uncovering and implementing systems and automation solutions across the Finance organization. This individual will conduct thorough research & discovery of AI use in finance; they will architect and own the automation infrastructure that reports Savvy’s revenue, billing, cash flow, and financial reporting.
As an individual contributor, this person will sit at the intersection of Finance, Data, and Operations — designing workflows, developing dashboards, eliminating reconciliation risk, and ensuring we have complete visibility into what we invoice, what we collect, and how revenue flows through the business. If you are a tinkerer who is passionate about systems & finance, this role is for you.
How We Work: An AI-Native Finance Team:
Our Finance team is small, and we run like a much bigger one because of how we use AI.
We build most of our own tools. Payout engines, reconciliation workflows, reporting, and agents that handle recurring analysis were built by people on this team. When we do buy software, we choose finance platforms built around AI and automation, not legacy systems with AI added on.
We expect everyone to work this way. When a problem shows up, your first move should be asking how AI can solve it, and you should know when the output needs a human check before money moves.
Responsibilities:
Own finance systems and data
Diagnose where today's process breaks (timing, data gaps, manual matching, unclear ownership) and design it so reconciliations close on a predictable schedule with a documented variance log, automated matching, and exception reporting, so the team spends its time resolving exceptions, not finding them.
Own the integrity of data flowing across Finance systems: custodian exports, CRM, billing, CPQ, commissions, payments, and the ERP.
Establish clear metrics for reconciliation health, such as unreconciled balance, aged variances, and time to close, and report on them every period.
Ensure pricing, quoting, and commission data tie cleanly back to billing and revenue recognition, so CPQ and commissions serve the whole Finance team's reporting needs rather than standing alone.
Replace the highest-cost manual workflows with durable automation, using AI tools, scripting, SQL, or configuration, whichever fits the problem, and sequence the work by risk reduced and time saved.
Serve as Finance's primary partner to the Data team: define requirements, prioritize requests, and see work through to deployment.
Evaluate new tools and system changes as the company scales, and build the business case for investment.
Controls and documentation
Design controls, access permissions, and audit trails for financial data, especially for any figure that determines revenue or payouts.
Document system architecture, data flows, and processes so that institutional knowledge does not live in one person's head.
Support audit requests related to systems, reconciliations, and automated controls.
Must Have:
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.
You have 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.
Nice to have:
Experience in wealth management, fintech, or custodial billing environments
Familiarity with Rillet, Campfire, NetSuite, QuickBooks, Salesforce, or financial system migrations
Experience building data models that support board-level or investor reporting
Experience supporting audit processes or designing financial controls
Additional Information:
Savvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.
Benefits:
Competitive salary and equity package
We offer a generous relocation package to help top talent make the move to our NYC office
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans
NYC office in Union Square
Lunch and snacks provided in the office, & dinner if you stay late
Access to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
See All 11 Finance Systems Manager Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Finance Systems Manager JobsFinance Systems Manager Jobs by City in New York
Where New York roles are concentrated, by current openings.
Finance Systems Manager Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Food & Beverage
- Construction & Real Estate
What New York Employers Look For
The qualifications that appear most often in finance systems manager jobs across New York.
- Bachelor's degree in finance, accounting, information systems, or a related field
- Demonstrated experience implementing or administering ERP systems such as Oracle or SAP
- Strong working knowledge of financial reporting, general ledger, and month-end close processes
- Experience managing cross-functional projects involving finance and IT stakeholders
- Proficiency with financial data governance, system controls, and audit compliance requirements
- CPA, CFA, or relevant ERP certification preferred by New York financial services employers
Finance Systems Manager Jobs in New York: Frequently Asked Questions
How do you become a finance systems manager in New York?
Finance systems managers in New York typically start with a bachelor's degree in finance, accounting, or information systems and build experience in ERP administration or financial operations roles. New York does not require a state-issued license for this position, but employers in the financial services sector strongly prefer candidates with a CPA, CFA, or an ERP vendor certification such as Oracle or SAP. Progression from roles like financial analyst, systems analyst, or accounting manager is the most common path into this position at New York firms.
Which companies hire finance systems managers in New York?
Employers hiring finance systems managers in New York right now include Ithaka, Calspan, and Savvy Wealth, based on current listings on Migrate Mate as of November 2026. New York's concentration of global banks, insurance carriers, and large healthcare networks makes it one of the deepest hiring markets for this role in the country.
Which New York cities have the most finance systems manager jobs?
The cities with the most finance systems manager openings in New York are New York, Buffalo, and Endicott. New York City drives the largest share of demand given its density of global financial institutions, corporate headquarters, and large hospital systems, while Buffalo and Albany generate openings through regional banking, state government finance operations, and healthcare network administrators that rely on enterprise financial systems.
Are there remote finance systems manager jobs in New York?
Yes, and more than most finance roles, since finance systems managers work primarily with software platforms, data, and documentation rather than physical facilities. About 86% of finance systems manager openings tied to New York are remote or hybrid as of November 2026, reflecting the desk-based and analytical nature of the work. System configuration, reporting, and project coordination tasks are the most commonly offered remotely, while go-live support and stakeholder training often require on-site presence.
How can I get hired as a finance systems manager in New York with little or no experience?
The most realistic entry path is through a financial analyst or systems analyst role at a large New York employer, where exposure to ERP platforms like Oracle or SAP leads naturally into systems management responsibilities. Major New York financial institutions and hospital networks such as NYU Langone, Northwell Health, and large banking operations frequently hire junior finance or systems support staff and promote from within. Earning an ERP vendor certification or passing the CPA exam while in an entry-level role signals readiness for the manager track and gives candidates a meaningful edge in New York interviews.
Where can I find and apply to finance systems manager jobs in New York?
You can find and apply to finance systems manager jobs in New York on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the listings below, find roles that fit your background and target location, and apply directly to the ones that match.
See All 11 Finance Systems Manager Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Finance Systems Manager Jobs