Director of Financial Systems, Implementation & AI

We are seeking a strategic and execution-focused Director of Financial Systems, Implementation & AI to lead the transformation of our global finance function. This role combines deep accounting expertise with advanced systems implementation and emerging AI capabilities to drive scalable, efficient, and insight-driven financial operations. This position reports to the VP Global Controller and is expected to come into our San Mateo office Tuesday, Wednesday, and Thursday. What You'll Do Lead end-to-end implementation, optimization, and administration of financial systems, including ERP, procurement, expense management, treasury, commissions, consolidation, and reporting tools. Partner with Finance, IT, and business stakeholders to design and deploy scalable financial processes and controls aligned with US GAAP and international requirements. Drive AI adoption within the finance function, including automation of close processes, predictive analytics, and intelligent workflow design. Oversee system integrations across global entities, ensuring data integrity, consistency, and compliance. Manage cross-functional and cross-border projects, including timelines, resources, and risk mitigation. Develop and maintain a finance technology roadmap aligned with organizational growth and strategic priorities. Support statutory and audit requirements across multiple jurisdictions, including coordination with external auditors. Establish governance, documentation, and internal controls over financial systems and data. Evaluate and implement emerging technologies to enhance finance efficiency and decision-making. Ensure financial and personal data is processed securely and in compliance with GDPR, including proper access controls, encryption, and retention practices. What You'll Bring Bachelor’s degree in Accounting, Finance, or related field; CPA or equivalent required. 7–10 years of progressive experience in finance, accounting, or financial systems roles. Strong foundation in US GAAP and experience with international finance operations. Proven track record of leading implementations of systems such as NetSuite, ZIP, Navan, treasury management solutions, and commissions applications. Hands-on experience or demonstrated leadership in deploying AI or automation within finance processes. Experience working in a global environment with cross-border teams and regulatory considerations. Exceptional project management skills, with the ability to manage multiple complex initiatives simultaneously. Strong communication and stakeholder management skills, including executive-level presentations. Willingness to travel as needed to support global implementations. Experience in high-growth or transformation-stage companies. Familiarity with data architecture, APIs, and system integrations. Experience with finance automation tools, workflow tools, AI-driven analytics platforms, and connected finance ecosystems. Background in audit or public accounting is a plus. The Values That Define Us Execution – We deliver results with focus, ownership, and consistency. Our teams take initiative, solve challenges proactively, and continuously optimize how we work to create meaningful impact for our customers. Transparency – We communicate openly and clearly, ensuring stakeholders have the information they need to make informed decisions. We foster a culture of trust, welcome feedback, and embrace accountability in everything we do. Integrity – We uphold the highest standards of honesty and responsibility. Our teams act ethically, consistently honor commitments, and build trust through principled, reliable actions. Compensation Range Annual Base Salary Range: $190,000–$220,000 Base pay depends on many factors, such as location, education, experience, and skills. Base pay is only one part of Kiteworks competitive Total Rewards package that can include benefits, perks, and equity. The base pay range is subject to change and may be modified in the future. Benefits & Perks Equity - stock options to share in company success Healthcare 3 Cigna plans (PPO, EPO, HDHP) 90% covered (PPO/EPO) + $0 premium HDHP $1,200–$2,400 HSA contribution 100% covered dental & vision Savings & Retirement FSA + Dependent Care FSA 401(k) with 100% match (up to $5K), immediate vesting Coverage - Fully paid life & disability insurance Family Benefits 16 weeks (birthing) / 8 weeks (non-birthing) $10Klifetimereimbursementfertility benefit Care & Support - One Medical membership + EAP counseling Time Off & Flexibility Unlimited PTO + 10 holidays 10 work-from-anywhere days Perks - Catered lunches + in-office massage days Commitment to Equal Opportunity & Inclusion Kiteworks is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. Other Requirements Ability to meet Kiteworks, customer, and/or government security screening requirements for this role. These requirements include, but are not limited to, the following specialized security screenings: Kiteworks Background Check: This position requires passing the Kiteworks background check upon hire/transfer and every two years thereafter. Please note that this role is open to individuals who already have U.S. work authorization. Visa sponsorship is not available for this position.