The Financial Systems Director will be the strategic leader that helps set the vision for the financial systems and the strategy to deliver the needed outcomes.  This includes socializing the vision with partners and leaders, working with key finance and business stakeholders, process owners, and technology leads to ensure solutions have needed alignment.   This role will be responsible for the control environment for the ERP, other in-scope financial systems, and related integrations.  Other expectations include optimizing our current technology, assessing/replacing to scale the growing business, and leading automation for more effective financial reporting and accounting operations.


  • Responsible for the entire Finance IT ecosystem’s operation, maintenance, improvement, and long-term strategic vision.
  • Maintain and evolve support to allow business partners to execute on routine recurring business processes to ensure the finance team can record and report timely.
  • Maintain and improve compliance for SOX as well as manage and lead implementation and ongoing maintenance of ITGC and BP controls for relevant systems as well as partner closely with the Accounting teams to complete audit requests, walkthroughs, and provide samples/evidence. Ensure proactive scheduling of key deliverables, milestones, and deliverable tasks
  • Partner and contribute with latest Instacart technical decisions (tooling, system integrations, data management, etc) and assess impact to downstream financial systems and operations
  • Establish and maintain strong relationships with other system owners across the organization and participate in decision-making for system selections, integrations, and synergies across technologies
  • Lead the Financial Systems team with excellence, focused on delivering to the committed projects, supporting the accounting/finance team’s work, and building/maintaining a compliant control environment
  • Build and maintain strong and dynamic relationships with business partners cross-functionally, providing partnership and support to the Finance and Accounting orgs.
  • Operate as system owner of multiple financial systems, including, but not limited to Oracle Fusion, Workiva, Adaptive, and Coupa
  • Ensure the Financial Systems team stays current with best practice guidance and industry trends to guide solution decisions
  • Key strategy partner with internal teams (Data, Transformation, and PMO) to execute projects, align on work commitment, and coordinate on communication to the business as it relates to planning, resourcing, execution, and delivery.
  • Establish key metrics that allow Financial Systems to measure velocity to optimize/measure effectiveness of resources
  • Design, enhance, and maintain consistent and applicable operating model to facilitate requirements gathering, manage overall testing of enterprise & department specific initiatives and impacts resulting from system changes/ enhancements
  • Create visibility that enables efficient resource management, prioritization of overlapping projects, and mitigates constraints and limitations
  • Planning and forecasting of operating expenses and resourcing costs and managing to committed budget and forecasted targets


  • Bachelor’s degree in Accounting, Finance, IT or related field.
  • Experience as a strategy owner of financial technology ecosystem in a large growing company
  • Have extensive management experience in a financial system or related technical environment, having managed a large team with dual support/project functions
  • Must have at least 5 years experience working with Oracle Fusion, and at least 10 years experience working with ERP systems and integrated technology
  • Must have at least 7 years of experience driving and managing financial software solutions and projects (including discovery, design, development and deployment)
  • Must have experience implementing and maintaining SOX compliant controls and managing audit requests
  • Senior leadership, presentation skills, solid collaboration and problem solving abilities



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