Director Financial Systems

Posting Type

Hybrid/Remote

Job Overview

Relativity is looking for a Director to lead the systems team that manages and oversees the administration of key financial and business applications (e.g., Workday, Zuora, Adaptive, etc.) to make the finance organization successful. This position will play a critical part in the design and architecture of scalable finance systems to support the Company’s financial data, business process, automation, and growth initiatives. As Relativity’s cloud business scales, the role will ensure that usage-based billing, revenue recognition and financial reporting remain accurate, auditable, and highly automated. The role will report to the VP Accounting and work closely with IT, security, and other cross-functional teams. The role will also support the Company’s international (multi-entity, multi-currency) operations, reporting and compliance.

Job Description and Requirements

• Own the design. delivery, and maintenance of financial systems and data including but not limited to: accounting, order-to-cash, procure-to-pay, and budgeting platforms. 

• Develop, implement and maintain policies and procedures for financial system operations, data management, and reporting. 

• Oversee the accuracy and integrity of financial data in systems, ensuring compliance with relevant regulations and accounting standards. 

• Optimize system functionality and drive tight integration across financial processes. 

• Oversee system control environment and establish SOX compliant controls and frameworks 

• Own IT general controls for in-scope financial systems (access management, change management, segregation of duties, vendor SOC reports) and partner with auditors, IT and security on control testing and remediation. 

• Champion the accounting and finance organization’s AI initiatives to help drive design, adoption and AI-managed tasks and projects, including leveraging native application functionality, Claude-driven processes and evaluation of other available AI platforms and technologies. 

• Establish governance for AI use in finance workflows, including human review, data privacy, auditability and SOX control considerations. 

• Support the flow of customer usage data from the RelativityaiR production environment through metering and rating to customer billing and revenue recognition (ASC 606), including usage reconciliation and data-quality controls. 

• Maintain a multi-year financial systems roadmap, budget and vendor strategy, and support acquisition integration and new-entity setup. 

• Partner with the IT business intelligence team to design, co-own and maintain the data lake for financial data to support advanced reporting needs and data integration. 

• Stay updated on industry best practices and emerging technologies to recommend and implement innovative solutions. 

• Collaborate with finance, revenue operations, procurement, global business operations and other teams to understand their needs and align financial systems with overall business objectives. 

• Provide coaching, mentorship, and guidance to team members, fostering professional growth and development. 

• Exercise sound judgment and make independent decisions. 

Minimum Qualifications 

• Bachelor’s degree in information systems, accounting, finance or related field. 

• Demonstrated experience leading the implementation and administration of cloud-based financial systems (e.g., ERP, CRM) and tools (e.g., SQL, BI tools). 

• Strong working knowledge of US GAAP, revenue recognition (ASC 606) and the financial close process. 

• Strong project management experience, ability to manage multiple projects simultaneously and adaptable to changing priorities and evolving responsibilities. 

• Strong analytical and organizational skills, verbal and written communications skills, and strong customer orientation. 

• Proven experience building, leading and developing a team, and the ability to coach and mentor direct reports. 

• Ability to work efficiently under pressure, drive projects to completion and meet deadlines. 

• Flexibility and the ability to adapt quickly to shifting company or team goals. 

 

 Preferred Qualifications 

• CPA, MBA or other advanced degree or certification (e.g., CISA, PMP). 

• Experience supporting multi-entity, multi-currency international operations. 

• Hands-on experience applying AI/LLM tools to finance workflows (e.g., close, reconciliation, reporting or control testing). 

• Experience working in a SaaS or cloud software company. 

• Experience with usage-based (consumption) billing and revenue recognition at scale. 

• Experience in a SOX-compliant environment. 

• Experience with a Workday environment, including Workday Financials as an ERP. 

• Experience with Zuora (Billing and Revenue). 

 

Application Development, Budget Management, Cloud Computing, Cybersecurity, Data Management, DevOps, Information Technology Operations, Project Management, Software Development, Vendor Management