Manager, Financial Systems

About Us

Manager, Financial Systems

The Manager, Financial Systems owns the platforms that power Imagen's accounting and reporting: Acumatica (ERP), Planful (planning, consolidation, and reporting), the Accounting team's reporting and automation workspace in Snowflake (owned by Data & Analytics), the provider compensation calculation engine, and the integrations that connect them to Coupa, Power BI, and Freshservice. This leader keeps the engine running every day, scales it with every new practice, and builds it so it never depends on one person.

Responsibilities

Planful Administration and Consolidations

• Run monthly Planful maintenance, including opening each new period and keeping current-month data accurate.
• Add new accounts and departments during close so they flow correctly through reporting.
• Monitor the daily Acumatica to Planful data feed and resolve breaks before they reach the close.
• Oversee daily automated consolidations and run manual consolidations when close timing requires it, including balance sheet integrity checks.
• Set up new entities in Planful when Imagen affiliates with a practice.
• Administer Planful users, roles, and access through an approved, documented request process.
• Own the system process for loading affiliation metrics (Partner Reinvest, Acquired EBITDA, Lender Package EBITDA, Lender Package Production), partnering with Business Development, Legal, and Finance on source data.
• Lead launch and adoption of the Office Manager Planful pilot.

ERP (Acumatica) Administration

• Set up new entities when Legal confirms a new practice, including dental practice and service company structures, departments, and intercompany mapping, using standardized upload templates.
• Activate new entities at closing and enable export to Coupa so procurement is ready on day one.
• Provision and deactivate users only after documented approvals, using role-based templates that enforce least-privilege access.
• Run the monthly user access review with business owners and present results to the SVP for approval.

Accounting Workspace in Snowflake

• Partner with Data & Analytics to monitor the accounting team's Snowflake consumption, identify the drivers of spend, and redesign accounting workloads for efficiency.
• Maintain an inventory of accounting-built Snowflake assets (reports, views, and automations): document what is built, who uses it, and retire what is no longer needed, following Data & Analytics standards.
• Build and implement automated workflows that streamline team processes, reduce manual effort, and improve operational efficiency.
• Develop scalable tools and system integrations that minimize errors, improve process consistency, and support business growth.
• Supporting technologies include SQL, Python, Power BI, DAX, and Power Query.

Provider Compensation Calculation Engine

• Maintain the provider compensation calculation engine, delivering updates and enhancements as compensation plans and partner agreements change, to support the Provider Compensation Analyst function.
• Partner with the Provider Compensation Analyst to translate compensation plan terms into tested calculation logic and to support each compensation cycle with accurate, reconciled data.
• Write, optimize, and document the SQL that sources, transforms, and validates provider compensation data.
• Design and maintain the database architecture behind the engine, including data models, table structures, and documentation, aligned with Data & Analytics standards.
• Apply change management to every engine update: testing, peer review, version history, and audit-ready evidence before changes reach production.

Reporting and Enablement

• Build and maintain Planful and Spotlight reports that support close, P&L and balance sheet reviews, and leadership reporting.
• Maintain the Accounting P&L and balance sheet review workbooks (Spotlight, Excel, Power Query, Account Hierarchy) and move them to shared, refreshable data connections so any authorized team member can update them.
• Train Accounting and Finance team members on system use, report building, and data governance.

Support, Vendors, and Budget

• Own the Freshservice queue for financial systems requests: triage, assign, resolve, and report on service levels.
• Manage vendor relationships for financial systems, including Planful, CFO Solutions, and Acumatica partners, and track prepaid support hours so they are used with intent.
• Own the annual financial systems vendor budget, including the business rationale behind each contract and renewal recommendations.

Controls, Documentation, and Continuous Improvement

• Maintain a current