Firm Overview:
Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.
Job Description Summary:
The Product Manager, Financial Systems serves as a key driver of the firm's financial systems strategy, owning the product roadmap for core finance platforms — including Oracle ERP and revenue and billing systems — across the Accounting and Finance function. Operating with significant autonomy, the role partners closely with the Director, Financial Systems and collaborates across finance operations, accounting, revenue, AR, FP&A, and technology teams to define requirements, prioritize initiatives, and deliver impactful system enhancements. The role requires advanced knowledge of financial systems and a broad understanding of finance operations disciplines including revenue recognition, billing, AR, and GL. The Product Manager serves as the expert resource on financial systems product capabilities and is the go-to partner for resolving moderate-to-complex systems issues. The role leads multiple concurrent product initiatives, influences product decisions, and communicates outcomes clearly to cross-functional audiences including finance leadership. The Product Manager supports the Director in driving the financial systems strategy aligned to firm-wide finance goals.
Job Description:
Product Strategy and Roadmap
- Own and manage the financial systems product roadmap, aligning priorities to the needs of Finance operations teams (Revenue, AR, GL, FP&A) and broader firm goals.
- Partner with the Director, Financial Systems to define and evolve the multi-year systems strategy; translate strategic objectives into actionable roadmap items and delivery milestones.
- Conduct ongoing discovery with finance stakeholders to identify pain points, inefficiencies, and opportunities for system enhancement or automation.
- Evaluate build-vs-buy decisions and present recommendations to the Director and finance leadership, supported by data and business case analysis.
- Stay current on financial systems technology trends (ERP modernization, automation, AI-enabled finance tools); recommend relevant innovations to the Director.
Product Delivery and Execution
- Lead end-to-end delivery of financial systems initiatives, from requirements gathering and user story development through testing, deployment, and post-launch review.
- Maintain and prioritize the product backlog across multiple concurrent workstreams; partner with technology teams to plan sprints and releases aligned to finance operational calendars.
- Oversee the configuration, enhancement, and optimization of Oracle ERP modules supporting contracts, projects, billing events, revenue events, and related financial workflows.
- Ensure system changes meet quality, compliance, and audit standards; maintain thorough documentation of requirements, decisions, and configurations.
- Manage vendor relationships and technology partners; serve as the primary business contact for system implementations, upgrades, and support escalations.
Stakeholder Collaboration and Change Management
- Serve as the primary liaison between Finance operations teams and technology; translate complex business needs into clear system requirements and communicate technical outcomes in accessible terms.
- Represent the Financial Systems team in cross-functional meetings and working groups; build and maintain strategic relationships with peers and leaders across Finance, Accounting, FP&A, and Technology.
- Lead change management efforts for system rollouts, including stakeholder communication, training coordination, and adoption tracking.
- Communicate product performance, initiative status, and system risks clearly to the Director, finance leadership, and other stakeholders; adapt messaging for diverse audiences.
- Support the Director in preparing materials for senior finance leadership, including the Controller and CFO, as needed.
Team Leadership and Development
- Mentor junior analysts or business analysts supporting financial systems initiatives; provide guidance, share expertise, and create development opportunities.
- Act as the expert resource for the team on financial systems capabilities, product management practices, and Oracle ERP functionality.
- Serve as a leader in managing cross-functional team dynamics and resolving conflicts constructively to keep initiatives on track.
- Contribute to workforce planning and team capability development in partnership with the Director.
Minimum Qualifications
- Bachelor's degree in Accounting, Finance, Information Systems, Business Administration, or a related field required; advanced degree or relevant certification (e.g., CPA, PMP, CSPO) preferred.
- 5–7 years of progressive experience in product management, financial systems, or finance operations in a professional services or investment management environment, including demonstrated experience leading cross-functional initiatives
- Advanced knowledge of Oracle ERP (Fusion or equivalent), including modules supporting contracts, billing, revenue recognition, and project accounting; experience with product management tools (e.g., Jira, Confluence, Aha!); proficiency in Microsoft Excel and data analysis; familiarity with finance automation or analytics tools a plus.
- Strong understanding of accrual-based revenue recognition, billing operations, AR, and GL accounting; ability to translate finance business requirements into system specifications.
- Demonstrated ability to lead cross-functional project teams, mentor junior staff, and influence without formal authority; experience managing vendor relationships.
- Excellent written and verbal communication skills; ability to present complex systems information clearly to diverse audiences including finance leadership; skilled at adapting communication style across technical and non-technical stakeholders.
- Ability to analyze data and business context to resolve moderate-to-complex systems issues autonomously; applies sound judgment and experience to ambiguous situations; escalates appropriately to the Director.
- Demonstrated ability to handle sensitive financial data, client information, and system configurations with professionalism and confidentiality.
Core Skills & Competencies
- Financial Systems Expertise: Advanced knowledge of Oracle ERP and financial systems supporting revenue, billing, AR, and GL operations; recognized expert resource for the team and cross-functional partners.
- Product Management: Skilled in roadmap management, backlog prioritization, requirements gathering, user story development, and release planning; manages multiple concurrent initiatives with competing priorities.
- Finance Domain Acumen: Strong working knowledge of revenue recognition, billing operations, and finance operations processes; able to bridge the gap between finance stakeholders and technology teams.
- Cross-Functional Collaboration: Builds and maintains strategic relationships across Finance, Accounting, FP&A, and Technology; effectively represents the Financial Systems team in cross-team environments.
- Problem Solving & Judgment: Independently resolves moderate-to-complex systems issues; applies data-driven analysis and expertise to ambiguous situations; escalates high-complexity issues appropriately.
- Communication & Influence: Communicates complex systems information clearly and concisely to varied audiences; influences product decisions and cross-functional stakeholders without formal authority.
- Team Leadership & Mentorship: Mentors junior team members, manages cross-functional project teams, and contributes to a collaborative and high-performing team culture.
- Change Management: Leads adoption efforts for system rollouts; coordinates training, stakeholder communication, and change impact assessment.
- Stakeholder Management: Manages relationships with internal finance leaders, technology partners, and external vendors; adapts communication style to different audiences and organizational levels.
- Broad Business Acumen: Develops and applies understanding of the firm's business model, client base, and competitive environment to inform financial systems strategy and prioritization.
Base salary range for this role:
Pay Range Minimum:
123900
Pay Range Maximum:
166000
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
