Sr. Financial Systems Lead

San Francisco, California Job Description The Senior Financial Systems Lead serves as a resource for resolving complex financial system issues, troubleshooting user problems, and ensuring system stability. This role identifies root causes, delivers effective solutions, and provides guidance to end users while partnering with Finance, IT, and vendors to maintain reliable and efficient financial system operations. KEY RESPONSIBILITIES As a member of the Finance team, you will support the implementation, maintenance, and ongoing enhancement of the firm’s global financial system, Aderant. This includes functions related to personnel, client matters, general ledger, billing, collections, accounts payable, and cost recovery. The Senior Financial Systems Lead will monitor, maintain, and optimize financial system processes within Aderant and associated applications. Collaborates closely with Finance and Information Technology teams to understand business requirements and translate them into effective technical solutions. Supports and assists with the firm’s key third party financial applications, including but not limited to Iridium, Chrome River, Intapp, Workday, and Elegrity. Ensures proper documentation, development, and maintenance of standard reports and queries for end user consumption. Serves as a liaison between the Finance and IT departments and plays a leadership role in projects that expand financial system functionality. Partners with the IT team to design, plan, and execute system upgrades and automated integrations. Communicates technical issues related to financial systems to stakeholders and ensures timely resolution. Coordinates updates to department and firm wide reporting that result from database or reporting methodology changes. Manages external vendor relationships for projects involving the integration of third party solutions into the financial system. Works with IT to develop appropriate training programs for the Finance team, attorneys, and legal secretaries. Collaborates with User Support to ensure end users understand best practices for leveraging financial systems and to provide ongoing system support and maintenance. Other duties as assigned. REQUIRED EDUCATION, KNOWLEDGE & EXPERIENCE Bachelor’s degree in Finance or equivalent professional experience. 5–7 years of experience with financial systems (Aderant or Elite strongly preferred) and advanced proficiency with Microsoft Office. Experience with relational databases, data validation, and report writing; SQL (SSRS). REQUIRED SKILLS AND ABILITIES Demonstrates a forward‑thinking approach by proactively identifying opportunities to leverage emerging technologies—particularly AI—to streamline financial processes, enhance reporting accuracy, and improve overall operational efficiency across the firm. Strong understanding of financial systems architecture. Experience supporting financial business functions and implementing integrations between disparate systems. Ability to id