{"id":2876466,"url":"https://alion.io/job/savvy-wealth-senior-manager-finance-systems-data","title":"Senior Manager, Finance Systems & Data","company":{"id":4686,"name":"Savvy Wealth","domain":"savvywealth.com","url":"https://alion.io/company/savvy-wealth","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"A","score":99,"open_postings":4,"ghost_share":0,"stale_share":0.25,"repost_share":0,"time_to_fill_p50_days":21,"computed_at":"2026-11-04T06:34:25Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":180000,"max":200000,"currency":"USD","period":"year","gross":null,"usd_annual":200000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Claude","optional":false},{"name":"Design Controls","optional":false},{"name":"SQL","optional":false},{"name":"Microsoft Excel","optional":true},{"name":"Python","optional":true},{"name":"QuickBooks","optional":true}],"status":"live","first_seen_at":"2026-10-19T21:08:19Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-11-04T16:43:58Z","board_verified":true,"closed_at":null,"days_open":15,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":15},"description":"About Savvy Wealth:\nWealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.\nSavvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.\nAI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.\nThe trajectory is steep and it's still early. We're a Series C company with 170+ people, $200M raised, and $100M ARR in sight this year. Inc. ranked us the No. 1 fastest-growing financial services company in America in 2026. Come build the next stage with us!\nRecognition:\nWe're a Certified Great Place to Work and have been honored for our culture and our growth:\nNewsweek's America's Greatest Startup Workplaces (2026)\n\nFortune Best Workplaces in New York™ (2026)\n\nGreat Place to Work Certified™ \n\nThe Role:\nThe Senior Manager, Finance Data & Systems, will be a pivotal role focused exclusively on uncovering and implementing systems and automation solutions across the Finance organization. This individual will conduct thorough research & discovery of AI use in finance; they will architect and own the automation infrastructure that reports Savvy’s revenue, billing, cash flow, and financial reporting.\nAs an individual contributor, this person will sit at the intersection of Finance, Data, and Operations - designing workflows, developing dashboards, eliminating reconciliation risk, and ensuring we have complete visibility into what we invoice, what we collect, and how revenue flows through the business. If you are a tinkerer who is passionate about systems & finance, this role is for you.\nHow We Work: An AI-Native Finance Team:\nOur Finance team is small, and we run like a much bigger one because of how we use AI.\nWe build most of our own tools. Payout engines, reconciliation workflows, reporting, and agents that handle recurring analysis were built by people on this team. When we do buy software, we choose finance platforms built around AI and automation, not legacy systems with AI added on.\nWe expect everyone to work this way. When a problem shows up, your first move should be asking how AI can solve it, and you should know when the output needs a human check before money moves.\nResponsibilities:\nOwn finance systems and data\nDiagnose where today's process breaks (timing, data gaps, manual matching, unclear ownership) and design it so reconciliations close on a predictable schedule with a documented variance log, automated matching, and exception reporting, so the team spends its time resolving exceptions, not finding them.\n\nOwn the integrity of data flowing across Finance systems: custodian exports, CRM, billing, CPQ, commissions, payments, and the ERP.\n\nEstablish clear metrics for reconciliation health, such as unreconciled balance, aged variances, and time to close, and report on them every period.\n\nEnsure pricing, quoting, and commission data tie cleanly back to billing and revenue recognition, so CPQ and commissions serve the whole Finance team's reporting needs rather than standing alone.\n\nReplace the highest-cost manual workflows with durable automation, using AI tools, scripting, SQL, or configuration, whichever fits the problem, and sequence the work by risk reduced and time saved.\n\nServe as Finance's primary partner to the Data team: define requirements, prioritize requests, and see work through to deployment.\n\nEvaluate new tools and system changes as the company scales, and build the business case for investment.\n\nControls and documentation\nDesign controls, access permissions, and audit trails for financial data, especially for any figure that determines revenue or payouts.\n\nDocument system architecture, data flows, and processes so that institutional knowledge does not live in one person's head.\n\nSupport audit requests related to systems, reconciliations, and automated controls.\n\nMust Have:\nMinimum of 5 years in Finance, Finance Operations, RevOps, BizOps, or a highly analytical function within a fintech. Experience in a startup and/or with AI implementation is highly desirable.\n\nYou feel constrained in your current role, limited by red-tape and approvals instead of testing new processes and automations that push the bounds of what is possible.\n\nStrong knowledge of AI and data infrastructure frameworks, tools, and methodologies.\n\nFluent in scripting (e.g., Python), SQL and advanced Excel/Sheets.\n\nYou have experience stitching data across multiple systems (CRM, ERP, payment platforms, internal databases).\n\nYou’ve built or significantly improved financial reporting, reconciliation, or revenue data systems.\n\nYou are deeply analytical and comfortable working with large, complex datasets.\n\nYou have exceptional attention to detail and operate with precision in financial environments where accuracy is critical.\n\nYou are highly organized and capable of managing multiple complex workstreams simultaneously.\n\nYou are self-directed and proactively identify structural problems before being asked to solve them.\n\nNice to have:\nExperience in wealth management, fintech, or custodial billing environments\n\nFamiliarity with Rillet, Campfire, NetSuite, QuickBooks, Salesforce, or financial system migrations\n\nExperience building data models that support board-level or investor reporting\n\nExperience supporting audit processes or designing financial controls\n\nAdditional Information:\nSavvy Wealth is an equal opportunity employer. We are committed to fostering an inclusive work environment that values diversity and individual contributions.\nBenefits:\nCompetitive salary and equity package\n\nWe offer a generous relocation package to help top talent make the move to our NYC office\n\nUnlimited PTO + paid company holidays\n\nAccess to holistic medical, dental, and vision plans\n\nCompany 401(k) (including Mega backdoor Roth options), Commuter, and HSA/FSA plans\n\nNYC office in Union Square\n\nLunch and snacks provided in the office, & dinner if you stay late\n\nAccess to virtual mental health care (Spring Health) and health concierge (Rightway) to help you find the right care\n\nAccess to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)","description_format":"text","description_chars":7327,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Unlimited PTO"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":true,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-10-19T21:37:58Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 2","filings_12m":2,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":187500,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":64,"band":"ok","label":"Likely open","p_open":1,"p_active":0.856,"p_room":0.75,"age_days":15,"expected_fill_days":21,"reasons":["conf:4","velocity","win:late"],"computed_at":"2026-11-04T06:34:25Z"},"pay":{"stated_usd_annual":200000,"is_top_pay":true},"html_url":"https://alion.io/job/savvy-wealth-senior-manager-finance-systems-data","json_url":"https://alion.io/job/savvy-wealth-senior-manager-finance-systems-data.json","meta":{"generated_at":"2026-11-04T20:59:25Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":32476,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4686},"rest":"https://alion.io/mcp/rest/get_company?id=4686"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsavvy-wealth-senior-manager-finance-systems-data"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsavvy-wealth-senior-manager-finance-systems-data"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsavvy-wealth-senior-manager-finance-systems-data"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/savvy-wealth-senior-manager-finance-systems-data\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsavvy-wealth-senior-manager-finance-systems-data"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2876466}},{"tool":"search_jobs","arguments":{"company":"savvywealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2876466},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}