Accounting Systems & Process Lead

Position Summary

The Accounting Systems and Process Lead owns the transformation of accounting operations from manual processing to automated, system-driven execution. This role is responsible for redesigning and scaling workflows across Accounts Payable, Accounts Receivable, and purchasing using AI and automation tools.

Partnering closely with the Controller, this position drives efficiency, improves working capital performance, and increases real-time financial visibility through intelligent systems and process automation.

Essential Duties And Responsibilities

1. Process Automation & Workflow Redesign

• Redesign AP, AR, and purchasing workflows to reduce manual processing
• Identify repetitive tasks and implement automation solutions, including:
• AI-enabled invoice capture and coding
• Automated cash application
• PO, invoice, and receipt matching
• Transition team responsibilities from data entry to exception handling and analysis

• Systems Ownership & AI Implementation
• Serve as the business owner for ERP and accounting system integrations (e.g., Acumatica and AI tools)
• Lead implementation of:
• OCR and AI-based invoice processing
• Automated matching and reconciliation workflows
• Predictive or rules-based cash application
• Evaluate and deploy practical AI tools that improve accuracy, speed, and scalability
• Exception-Based Operating Model
• Build and implement an exception-based accounting environment
• Define thresholds, rules, and escalation paths for non-standard transactions
• Ensure standard transactions are automated, with team focus on review and resolution
• Maintain audit-ready processes and clear documentation of system logic
• Data Integrity & Controls
• Establish controls over automated processes, including:
• Data validation rules
• Accuracy monitoring and reporting
• Periodic process and system reviews
• Ensure data is structured and maintained to support automation and reporting
• Partner with leadership to ensure compliance and responsible use of automation
• Working Capital Optimization & Insights
• Improve cash flow performance through:
• Faster cash application
• Smarter collections prioritization
• Optimized vendor payment timing
• Develop dashboards and reporting for:
• Unapplied cash
• Invoice discrepancies
• PO and cost variances
• Cross-Functional Enablement
• Train accounting and operations teams on new workflows and systems
• Act as the liaison between Finance, Operations, and technology partners
• Drive adoption of new processes and tools across the organization
• Team Development
• Develop team capabilities in:
• System oversight
• Exception resolution
• Data analysis
• Shift team focus from transaction processing to problem-solving and decision support