This position reports to: Chief Financial Officer
Location: Remote (North East)
Overview: At Atlas Travel & Technology Group, our purpose is to Stand-Up, Stand-Out. To do something every day that makes the next day better for all. We value creativity to build new paths forward, collaborate respectfully, have the drive to get up and do it, open ourselves to grow, do what we say, love what we do, and have fun along the way. This is who we are, our culture.
As the Financial Solutions Lead, you will sit at the critical intersection of product infrastructure, core finance operations, and go-to-market strategy. You will serve as the architect for our financial data pipelines, ensuring accuracy from transaction capture to ledger posting, while acting as the bridge between our finance and engineering teams. You will own the product roadmap for our internal financial tooling, automating manual workflows, maintaining rigorous data integrity, and translating complex financial needs into scalable, automated technical solutions that support our growth and product innovation.
The Financial Solutions Lead will be required to travel to our HQ in Marlborough MA on occasion.
Success in this role is defined by the stability and scalability of our financial systems. You will have succeeded when our financial data pipelines operate with near-perfect accuracy, our manual workflows are replaced by automated, auditable systems, and our commercial teams are empowered by clear, high-value financial solutions. Ultimately, you will be measured by your ability to create a "ledger you can trust," driving smarter commercial decisions while continuously evolving our financial product roadmap to meet the changing demands of our business.
Responsibilities and Duties:
The ideal candidate will balance strategic product ownership (approx. 60%) with collaborative support for our commercial teams (approx. 40%).
1. Financial Systems & Data Infrastructure:
- Own the end-to-end architecture and integrity of financial data pipelines, ensuring all transactions from payment partners (e.g., Stripe, Brex, Revolut) are accurately captured, validated, and reconciled in the ERP.
- Oversee the configuration and posting logic within our ERP (e.g., Unit4), ensuring general ledger accuracy and timely financial reporting.
- Establish performance metrics, validation rules, and exception-handling frameworks to maintain system reliability and data security.
2. Product Roadmap & Workflow Automation:
- Partner with engineering to design, automate, and scale financial "middle-layer" workflows, replacing manual processes with robust, auditable systems.
- Act as the primary bridge between finance and engineering teams, translating accounting requirements into clear technical specifications.
- Own and drive the financial product roadmap to align technical infrastructure with company objectives.
3. Commercial Strategy & Partner Enablement:
- Provide commercial input by translating complex financial and operational mechanics into quantifiable benefits for sales and marketing, serving as the source of truth for our financial products.
- Proactively collaborate with business development and program management teams to align technical infrastructure with commercial objectives.
- Act as a sales engineer during high-stakes client engagements, translating internal product capabilities into bespoke financial solutions for prospective partners.
4. Risk & Compliance Management:
- Identify and mitigate risks across KYC, AML, credit underwriting, and platform security through close collaboration with Compliance and Finance teams.
Skills/Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Deep experience with modern payment platforms (e.g., Stripe, Brex, or comparable virtual card/processing rails).
- Strong foundational understanding of core corporate finance concepts—including B2B billing, accounting reconciliation, lines of credit, and cash flow dynamics.
- Past experience directly partnering with or supporting commercial Sales/Account Management teams in a B2B or enterprise environment.
- Exceptional ability to translate complex financial/technical infrastructure into simple, high-value value propositions for non-technical corporate clients.
- Strong prioritization and stakeholder management skills in a fast-paced, multi-functional environment, with the ability to effectively balance internal product development against immediate commercial demands.
- Demonstrated ability to own solutions end-to-end, from initial technical architecture design through to successful commercial delivery.
Core Competencies:
Core Competencies identify behaviors and skills all employees are expected to demonstrate to carry out the mission and goals of the company
- Initiative and Creativity
- Judgment
- Cooperation / Teamwork
- Quality of Work
- Reliability
- Support Diversity / CSR
Education and/or Experience:
- Bachelor’s degree in Finance, Accounting, Engineering, or a related field.
- 5–8+ years of hands-on experience specifically within fintech, spend management, corporate card issuing, or embedded finance.
PC Skills:
Jira, Confluence, proficiency with project management/road mapping software, and Google Workspace (GSuite).
Language Skills:
Ability to communicate in standard business English both written and spoken. Ability to read and comprehend simple instructions, correspondence and memos. Ability to effectively present information in one-on-one, small group situations to customers, clients and other employees of the organization.
Physical and Mental Demands:
The requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Requires an adequate range of body motion and mobility to enable the individual to perform the essential functions of the job.
- Requires ability to remain in a stationary position for prolonged periods of time throughout the workday.
- Requires ability to move about to access file cabinets, office equipment, etc.
- Requires ability to operate a computer, telecommunication devices and other office equipment for prolonged periods of time throughout the workday.
- Requires ability to express or exchange ideas by means of the spoken word. Talking is important for those activities in which the employee must impart oral information to other employees, clients and customers, in person or via telephone, and in those activities in which they must convey detailed or important spoken instructions and information to others accurately, clearly and quickly.
- Requires the ability to perceive the nature of sounds. Hearing is important for those activities that require the ability to receive detailed information through oral communication, in person or via telephone, and to make fine distinctions in sound.
- Requires clarity of near vision. This factor is important when special and or minute accuracy is demanded and defective near acuity would adversely affect job performance and/or safety of self and others.
- Requires the ability to work and cooperate with other employees and clients at all levels and from diverse backgrounds to exchange ideas, information and opinions to facilitate the task at hand.
Travel (for positions requiring travel):
- Requires ability to travel by car, plane and train for prolonged periods of time domestically and internationally and to move and transport personal luggage.
- The Financial Solutions Lead will be required to travel to our HQ in Marlborough MA on occasion.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is a hybrid remote / office environment.
