Finance Operations & Systems Lead (AI-Native)

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. We have signed with an AI-native ERP to replace NetSuite, with kickoff underway and go-live planned for mid-July. Your first job is to own the migration end-to-end — data, integrations, cutover, and everything that happens after go-live.

What you’ll do

Months 1–4: Systems foundation and cutover

• Lead the ERP migration and change management: own data mapping, opening balances, integrations (HubSpot, HiBob, DocuSign, Slack, Avalara, HMRC, banks), parallel run, and go-live. Partner with the vendor and manage the internal delivery plan. Own the first month-end close on the new system.

• Stabilise HiBob payroll journals: the UK payroll feed is live but needs reconfiguration of the journal mapping, entity allocation, and department coding. Get it audit-ready before subsequent runs.

• Resolve JP Morgan host-to-host: the bank connection is the critical path for go-live. Drive the authorisation process and contingency planning.

• Automate the close engine: engineer >80% of routine journal entries and reconciliations to run automatically post-go-live; target ≤5 business days to close.

• Automate AP, treasury, and equity operations: configure native ERP expense and AP modules for touchless invoice processing and payment runs. Automate treasury operations including cash position reporting, bank feed reconciliation, and FX tracking. Define and deliver the Carta integration approach for automated equity expense accounting (IFRS 2) and cap table reporting — no integration plan currently exists. Evaluate and optimise US payroll infrastructure (currently via PEO) for cost and operational fit.

• Design the historical data strategy: Design where pre-migration data (Xero archive + NetSuite archive + NetSuite migrated) lives and how it feeds monthly FP&A, investor reporting, and audit comparatives.

   

Months 4–12: Revenue, GTM & Operations

• 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 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., commission calculation, variance narrative generation, cash flow forecasting).