Senior Manager, Finance Systems & Data
Savvy Wealth
- Salary
- $180k - $200k
- Experience
- 5+ yrs
- Location
- New York City, New York, United States
- Job type
- Full-time
Required skills
- Python
- SQL
- Microsoft Excel
- Google Sheets
- Claude
- NetSuite
- QuickBooks
- Salesforce
- Rillet
- Campfire
About the role
5+ years in Finance, Finance Operations, RevOps, BizOps, or analytical fintech role; strong AI/data infrastructure knowledge; fluent in Python, SQL, advanced Excel/Sheets; experience integrating CRM, ERP, payment platforms; startup or AI implementation experience desirable.
About Savvy Wealth
Technology-enabled wealth management platform serving independent financial advisors with software, operations, compliance, and marketing support.
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