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- Tasks: Lead finance operations with AI-native systems and automate high-stakes workflows.
- Company: Join causaLens, a cutting-edge tech company transforming finance with AI.
- Benefits: Enjoy 25 days holiday, share options, and flexible work arrangements.
- Why this job: Make a real impact by automating finance processes and working with innovative technology.
- Qualifications: 3-6 years in Finance Systems or RevOps; ERP implementation experience required.
- Other info: Dynamic startup culture with opportunities for personal and professional growth.
The predicted salary is between 70000 - 90000 ÂŁ per year.
causaLens builds AI-powered Digital Workers that automate high-stakes enterprise workflows. We want Finance and Revenue Operations to work the same way: AI-native, systemised, and lean. This role pairs with the CFO to run the full finance and GTM operations function, supported by automated workflows and specialist external advisors, with no plans to grow the internal team headcount beyond the two of you. You will own the day-to-day operating cadence and lead our systems roadmap. Your first task is to evaluate and finalise our ERP selection from a shortlist of AI-native platforms, leading technical due diligence and vendor validation before committing. You then own the migration and everything that follows.
What you’ll do
- Months 1–4: Systems foundation
- Lead ERP selection and migration: Own technical due diligence and vendor validation, data mapping, integrations, and go-live from NetSuite to our new AI-native ERP.
- Automate the close engine: Engineer >80% of routine journal entries and reconciliations to run automatically; target ≤5 business days to close.
- Automate AP, treasury, and equity operations: Configure native ERP expense and AP modules for touchless invoice processing and payment runs.
- Automate treasury operations including cash position reporting, bank feed reconciliation, and FX tracking.
- Integrate Carta for automated equity expense accounting (IFRS 2) and cap table reporting.
- Evaluate and optimise US payroll infrastructure (currently via PEO) for cost and operational fit.
- Own quote-to-cash: Connect HubSpot deals through contract execution, ERP invoicing, and automated collections.
- Maintain ARR/MRR as a live, reconciled number across systems.
- Build the FP&A data layer: Connect the ERP to a planning tool with clean dimensional structure so actuals feed automatically into board reporting cycles—no manual data prep.
- Be “Customer Zero”: Partner with Engineering to deploy at least two causaLens Digital Workers into live finance workflows (e.g., commission calculation, variance narrative generation, cash flow forecasting).
Requirements
- 3–6 years in Finance Systems, RevOps, or Technical Finance Operations: systems architects and operators, not ledger accountants.
- ERP implementation experience: you have migrated a company from a legacy system and owned the technical execution.
- CRM-to-ERP integration: you have connected HubSpot (or equivalent) to an ERP billing module and understand what clean quote-to-cash data architecture looks like.
- Workflow automation mindset: Zapier/Make/n8n‑style thinking; you automate first and hire second.
- AI-native working style: you actively use AI tools to accelerate reconciliations, clean data, and turn SOPs into repeatable workflows.
Nice to have:
- basic SQL/Python;
- HRIS/payroll integration experience;
- SaaS revenue recognition (IFRS 15 / ASC 606);
- equity accounting (IFRS 2).
What success looks like at 12 months
- ERP live: zero data loss, all CRM, HRIS, and equity integrations running automatically; AP and treasury workflows touchless.
- Close engine: >80% of journals automated, books closed in ≤5 days.
- Treasury & equity automated: daily cash position live, Carta integrated with automated equity expense journals, US payroll optimised.
- Quote-to-cash: deal close to invoice with no manual handoffs; ARR a live number.
- FP&A data layer: actuals feed automatically into planning tool, board-ready without prep.
- Digital Workers: two internal agents in live production.
- Scalable stack: Finance + RevOps runs at $30m+ ARR with CFO + you.
About causaLens
Trusted by J&J, Cisco, Syneos Health, and others, causaLens is backed by $50M+ from Molten Ventures, Dorilton Capital, IQ Capital, and the CEO of Revolut. We combine scientific rigour with startup execution speed.
What we offer
- 25 days holiday + bank holidays (carry‑over / sell up to 5 days)
- Share options
- Pension, life cover (4x salary), optional health and dental insurance
- Cycle to work, work abroad days, referral bonus, team outings
Interview process screening with the hiring manager + a “Day 0” (3‑hour in‑person challenge, presentation, and interviews).
Finance Operations & Systems Lead (AI-Native) employer: causaLens
Contact Detail:
causaLens Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Operations & Systems Lead (AI-Native)
✨Tip Number 1
Network like a pro! Reach out to folks in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for the interview by researching the company and its culture. Knowing about causaLens and its AI-native approach will help you stand out and show you’re genuinely interested.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role, especially your ERP implementation skills and workflow automation mindset. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team.
We think you need these skills to ace Finance Operations & Systems Lead (AI-Native)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in Finance Systems and ERP implementation. We want to see how your skills align with our AI-native approach and the specific tasks outlined in the job description.
Showcase Your Automation Mindset: We love candidates who think about automation first! Share examples of how you've used tools like Zapier or Make to streamline processes. This will show us that you have the right mindset for the role.
Be Clear and Concise: When writing your application, keep it straightforward. Use bullet points where possible and avoid jargon. We appreciate clarity, especially when it comes to your achievements and experiences.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at causaLens
✨Know Your ERP Inside Out
Make sure you’re well-versed in the ERP systems relevant to the role. Research the AI-native platforms on the shortlist and understand their features, benefits, and potential challenges. This will help you demonstrate your technical due diligence skills during the interview.
✨Showcase Your Automation Mindset
Prepare examples of how you've automated finance processes in the past. Be ready to discuss specific tools like Zapier or Make that you've used to streamline operations. Highlighting your workflow automation mindset will resonate well with the company’s focus on efficiency.
✨Connect the Dots with CRM and ERP
Familiarise yourself with the integration between HubSpot and ERP systems. Be prepared to explain how you’ve managed quote-to-cash processes and what clean data architecture looks like. This will show that you understand the importance of seamless operations.
✨Be Ready for Technical Challenges
Since there’s a 'Day 0' challenge involved, practice presenting your solutions to common finance operations problems. Think about how you would approach the migration process and the steps you’d take to ensure zero data loss. This will demonstrate your problem-solving skills and readiness for the role.