The FP&A Systems Lead will implement and optimize the financial planning system, integrating data from various platforms to enhance financial reporting and analytics.
Position: FP&A Systems Lead
Location: US (Remote)
Reports to: Sr. Director, FP&A
About Us
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames.
Our People
With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our Impact
As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Who You Are:
HighLevel is seeking a FP&A Systems Lead to join our Corporate FP&A team. This hands-on role will support the implementation, maintenance, and optimization of our financial planning system, Abacum, and help integrate financial and operational data to streamline reporting across the business. You’ll play a key role in shaping how the Finance team operates by building efficient, automated processes that improve accuracy, visibility, and scalability. You will be driving forward the scaling of our financial processes, identifying opportunities to reduce manual effort, and empowering self-service reporting for management. The ideal candidate has experience working with modern FP&A or BI tools, enjoys solving data and system challenges, and thrives in a fast-paced, collaborative environment. You will report to the Senior Director, Corporate FP&A and partner closely with FP&A, Accounting, People, and Data teams.
What You’ll Be Doing:
- Support the implementation, configuration, and ongoing maintenance of Abacum, ensuring the tool meets Finance’s planning, reporting, and forecasting needs
- Integrate financial and operational data from key systems (e.g., NetSuite, Snowflake, HRIS, CRM, billing systems) to ensure accurate and automated data flows into Abacum
- Build and enhance reporting dashboards and planning templates within Abacum to support Finance and cross-functional teams with consistent, real-time insights
- Effectively lead the intake, coordination, and execution of multiple projects or requests from cross-functional stakeholders.
- Collaborate with FP&A and Accounting teams to align data definitions, assumptions, and reporting structures across systems
- Support the rollout of Abacum “spaces” and dashboards for business partners across the organization, ensuring data accuracy and ease of use
- Assist with data validation and reconciliations to ensure integrity between source systems, financial models, and reporting outputs
- Document key workflows, integrations, and system processes to ensure long-term scalability and repeatability
- Identify and automate manual Finance workflows by leveraging system capabilities and integrations to reduce friction and improve efficiency
- Partner with Finance leadership to evaluate new features, enhancements, or integrations that improve system performance and user experience
- Provide training and support to FP&A and business users on system functionality, dashboards, and best practices
What You’ll Bring:
- Bachelor’s degree in Finance, Accounting, Information Systems, or a related field
- 8+ years of experience in FP&A, Finance Systems, or related roles within a SaaS or technology company
- Hands-on experience with FP&A tools (Abacum preferred; Pigment, Adaptive, or Anaplan also relevant)
- Familiarity with ERP systems (e.g., Intacct, NetSuite) and data warehouses (e.g., Snowflake)
- Basic understanding of system integrations, data flows, and financial planning processes (forecasting, budgeting, headcount planning, reporting)
- Strong analytical and problem-solving skills with keen attention to detail and data accuracy
- Experience working with BI or reporting tools (e.g., Tableau, Looker, Power BI) is a plus
- Ability to translate business needs into clear system requirements and collaborate effectively with technical teams
- Strong organizational and communication skills; comfortable managing multiple projects in a fast-paced environment
- Curiosity, ownership mindset, and enthusiasm for improving financial systems and processes
The salary range for this position is $117000 - $174500 annually.
Equal Employment Opportunity Information
The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government record keeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
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Top Skills
Abacum
CRM
Hris
Looker
NetSuite
Power BI
Snowflake
Tableau
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