Order to Cash Track Lead, Finance Engineering
Location: Boston, Massachusetts
Country: United States
Category: ERP
Workplace Location: Onsite
Employment Type: Direct Hire/Perm
Posted Date: August 13, 2026
Job ID: 649510
Job Description
Order-to-Cash (O2C) Track Lead - Finance Engineering
Full-Time | Hybrid (3 Days Onsite) | Boston, MA
Compensation: $140,000-$190,000 base salary + annual bonus + equity
Are you an experienced Finance Systems leader with deep NetSuite expertise and a passion for building scalable technology solutions? We're looking for an Order-to-Cash (O2C) Track Lead to own and transform the technology powering the entire revenue lifecycle for a fast-growing, publicly traded SaaS organization.
This is a newly created leadership role where you'll define the strategy, architecture, and roadmap for critical Finance systems while partnering with executive leadership to support enterprise growth and international expansion.
What You'll Do- Own the technology roadmap for the end-to-end Order-to-Cash (O2C) ecosystem.
- Design, implement, and optimize scalable Finance solutions supporting enterprise customers and global growth.
- Lead architecture and integration efforts across NetSuite, CPQ, billing, revenue recognition, collections, and financial reporting systems.
- Evaluate the current Finance technology landscape and recommend improvements, automation opportunities, and long-term ERP strategy.
- Partner with Finance, Accounting, Revenue Operations, FP&A, Tax, Treasury, Procurement, Internal Audit, Engineering, and executive stakeholders.
- Drive AI-powered automation initiatives across Finance workflows, including billing, reconciliations, invoice processing, forecasting support, and operational efficiencies.
- Ensure Finance applications meet SOX compliance, IT General Controls (ITGCs), audit readiness, and governance requirements.
- Translate complex business requirements into scalable technical solutions that balance speed, quality, and long-term maintainability.
- Lead Finance systems implementations, integrations, testing strategies, and release management.
- Serve as the primary technology partner for Finance leadership on systems strategy and future roadmap planning.
- 10+ years of experience supporting enterprise Finance technology, ERP systems, or business applications within a SaaS or technology organization.
- 4+ years of direct ownership of Order-to-Cash (O2C) systems and processes.
- Deep, hands-on NetSuite experience as an Administrator, Architect, or Technical Owner.
- Strong expertise across the Quote-to-Cash / Order-to-Cash ecosystem, including:
- NetSuite ERP
- Salesforce CPQ (or similar CPQ platform)
- Billing and revenue platforms (such as Zuora)
- Revenue recognition
- Collections
- Financial systems integrations
- Experience with Finance systems architecture, configuration, and business process design.
- Strong understanding of Finance data flows across ERP, CRM, billing, and reporting platforms.
- Experience integrating enterprise applications using APIs, middleware, or integration platforms.
- Experience supporting SOX compliance, IT General Controls (ITGCs), audit readiness, and internal/external audit processes.
- Demonstrated success leading cross-functional initiatives across Finance, Engineering, and business teams.
- Excellent communication and stakeholder management skills with the ability to influence technical and executive audiences.
- Experience leading ERP modernization or transformation initiatives.
- Experience with Oracle Financials, Avalara, Coupa, or similar Finance platforms.
- Experience implementing AI-driven automation within Finance operations.
- Knowledge of enterprise architecture, Finance application governance, and portfolio strategy.
- Experience supporting public company Finance operations.
- Background in high-growth SaaS or technology organizations.
- Experience developing Finance technology roadmaps with a product management mindset.
This is the first dedicated Order-to-Cash technology leadership role, giving you the opportunity to build the foundation for a rapidly growing, post-IPO organization. Rather than stepping into an established environment, you'll influence architecture decisions, modernize Finance systems, drive AI innovation, and help scale the business for enterprise customers and international expansion.
Benefits & Perks- Competitive base salary plus annual bonus
- Equity grant program
- Hybrid schedule (typically Tuesday-Thursday onsite)
- Relocation assistance available for qualified candidates
- Unlimited PTO
- Comprehensive healthcare benefits
- 401(k) with company match
- Employee Stock Purchase Program (ESPP)
- Paid parental leave
- Annual professional development stipend
- Wellness stipend
- Commuter benefit
- Collaborative, high-growth environment with strong opportunities for career advancement
Location Requirement: Candidates must be based in the Boston area or be willing to relocate. This position follows a hybrid schedule with three onsite days per week.
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The Planet Group and our companies are equal opportunity employers. It is our practice not to discriminate against any employee or applicant based on any criteria, condition or basis protected by laws or regulations in the locations where we do business. All qualified applicants are encouraged to apply. We celebrate diversity and are committed to providing an environment of mutual respect. We believe that diversity, equity, and inclusion enable us to better meet our mission and values while serving our clients across the globe. If you have a disability or handicap and would like us to accommodate you in any reasonable way, please inform your recruiter, or contact us, so that we can discuss the appropriate alternatives available.
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About The Planet Group
The Planet Group is a global professional services firm delivering strategic staffing and advisory solutions. We operate at the intersection of talent and transformation – connecting the right people with the right opportunities in the areas of technology, engineering, accounting & finance, digital marketing, and manufacturing.
As one of the largest staffing companies in the US, we operate with a global reach and a performance-first mindset. We partner with clients to move fast, stay agile, and drive measurable results – building high-impact teams that fuel transformation and growth.
