Financial Systems Lead

1 week ago

Chicago, Illinois, United States Kaizen Analytix Full time $120,000 - $250,000 per year
Financial Systems Lead (Elite 3E)Overview

We are seeking a senior-level Financial Systems Lead with deep Elite 3E expertise to guide strategy, drive migrations, and optimize financial processes across a large professional services environment. This role requires significant leadership capability, a strong consulting presence, and mastery of the financial, reporting, and administrative architecture within Elite 3E.

The ideal consultant operates comfortably at both a strategic and hands-on level, partnering with senior finance and IT stakeholders to shape long-term system direction, resolve complex issues, and lead successful 3E transformations.

Key Responsibilities

  • Serve as the lead functional and finance subject-matter expert for Elite 3E.

  • Define the strategic vision for 3E platform optimization, migrations, and long-term roadmap development.

  • Advise stakeholders on out-of-the-box capabilities vs. custom solutions, ensuring best-practice design.

  • Lead discovery workshops and facilitate alignment between finance leadership, IT, and technical teams.

  • Perform root-cause analysis, troubleshoot issues, and recommend data-driven solutions.

  • Oversee configuration, reporting structures, integrations, and data flows across the 3E ecosystem.

  • Drive process improvement across billing, matter lifecycle, budgeting, timekeeping, and financial reporting.

  • Provide senior oversight of system design, requirements definition, solution quality, and project governance.

  • Build trusted relationships with executive stakeholders and serve as a strategic advisor.

  • Mentor analysts and junior team members; provide leadership to cross-functional project teams.

  • Guide testing strategy, adoption planning, deployment readiness, and post-launch stabilization efforts.

Required Skills & Qualifications

  • 10+ years of law firm finance or financial systems experience, including leadership responsibilities.

  • 5+ years of deep hands-on Elite 3E experience across financial modules, reporting, and administration.

  • Advanced understanding of 3E data structures, workflow design, reporting templates, and financial processes.

  • Strong SQL skills for reporting, data validation, and analysis.

  • Demonstrated ability to define systems strategy, lead migrations, and drive major ERP transformations.

  • Strong knowledge of law firm finance best practices and the end-to-end matter lifecycle.

  • Proven ability to influence senior stakeholders, drive decision-making, and manage cross-departmental initiatives.

  • Experience explaining complex technical concepts to non-technical leaders.

  • High degree of ownership, accountability, and comfort working independently.

  • Prior consulting or advisory experience preferred.

  • Experience leading full Elite 3E migrations, upgrades, or major process redesigns.

  • Understanding of integrations between 3E and related platforms (finance, billing, time, reporting).

This role requires authorization to work in the United States without the need for current or future sponsorship

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