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).

• 3–6 years in Finance Systems, RevOps, or Technical Finance Operations: systems architects and operators, not ledger accountants.

• ERP implementation experience: you have migrated a company from a legacy system and owned the technical execution.

• CRM-to-ERP integration: you have connected HubSpot (or equivalent) to an ERP billing module and understand what clean quote-to-cash data architecture looks like.

• Workflow automation mindset: Zapier/Make/n8n-style thinking; you automate first and hire second.

• AI-native working style: you actively use AI tools to accelerate reconciliations, clean data, and turn SOPs into repeatable workflows.

• Accounting foundation: IFRS 15, multi-currency, audit-ready controls. You'll be the CFO's partner on these judgments, not someone who escalates every technical question to external advisors.

Nice to have: basic SQL/Python; HRIS/payroll integration experience; SaaS revenue recognition (IFRS 15 / ASC 606); equity accounting (IFRS 2).

What success looks like at 12 months

• ERP live and stable: zero data loss, all CRM, HRIS, banking, and equity integrations running automatically; AP and treasury workflows touchless.

• Close engine: >80% of journals automated, books closed in ≤5 days.

• Treasury & equity automated: daily cash position live, Carta integrated with automated equity expense journals, US payroll optimised.

• Quote-to-cash: deal close to invoice with no manual handoffs; ARR a live number.

• FP&A data layer: actuals feed automatically into planning tool, board-ready without prep.

• Digital Workers: two internal agents in live production.

• Scalable stack: Finance + RevOps runs at $30m+ ARR with CFO + you.

About causaLens

Trusted by J&J, Cisco, Syneos Health, and others, causaLens is backed by $50M+ from Molten Ventures, Dorilton Capital, IQ Capital, and the CEO of Revolut. We combine scientific rigour with startup execution speed.

Two articles that define our culture:

1. A Hiring Framework for a New Kind of Services Company

2. The Primacy of Winning

What we offer

• 25 days holiday + bank holidays (carry-over / sell up to 5 days)

• Share options

• Pension, life cover (4x salary), optional health and dental insurance

• Learning & development budget

• Cycle to work, work abroad days, referral bonus, team outings

• Hybrid working
  

Interview process: screening with the hiring manager + a “Day 0” (3-hour take-home challenge) + 3x office interviews).

Accommodations: talent@causalens.com