---
title: 'Financial Systems Lead at Teamshares'
canonical: 'https://feeny.ai/job/financial-systems-lead-teamshares-remote-421n29wf8fr3'
type: 'job'
last_seen: '2026-10-29'
---

# Financial Systems Lead at Teamshares

- **Company:** Teamshares
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-26
- **Last confirmed live:** 2026-10-29
- **Apply:** https://jobs.lever.co/teamshares/7996417b-c0a0-42c1-a2bc-66f3b3ed181f

## Job description

## About Teamshares

Teamshares is a technology-enabled acquirer of small and midsize businesses. We buy companies with $0.5 million to $5 million in EBITDA, integrate them with our platform, and help employees become owners. Founded in 2019, we operate 90+ subsidiaries with approximately $490 million in consolidated revenue across 40+ industries and 30 states.

## The Role

We're looking for a Financial Systems Lead to own the financial-systems strategy and execution across our network of companies. You'll design and implement ERP solutions, evaluate financial-systems tools and platforms, advise leadership on technology investments, and ensure each company has the systems and processes to manage its own finances effectively. This is an individual contributor role focused on strategy, design, and hands-on execution. You'll work directly with company finance teams and implementation partners, troubleshoot technical problems, establish best practices, and build the financial-systems foundation that enables our companies to operate independently. You'll have significant influence over how we approach financial systems across the network. As we grow, you'll build and lead a small team. We're looking for someone who can handle the immediate hands-on work while growing into broader leadership of this function. About two-thirds of our network uses QuickBooks Online. We have several companies on NetSuite and others on industry-specific platforms. You'll think strategically about the entire financial-systems landscape, not just one platform. You'll evaluate payment processors, sales tax software, accounting automation, and specialized tools as the need arises.

## Responsibilities

Financial-Systems Strategy & Platform Selection: Help leadership evaluate and decide which financial platforms are right for which companies. Make recommendations on QuickBooks Online vs. NetSuite vs. industry-specific ERPs. Build a long-term vision for standardization across the network. Evaluate new tools and technologies as opportunities arise. Implementation Leadership & Design: Work with implementation partners and company finance teams to design and execute ERP transitions. Make recommendations on configuration vs. customization vs. process change. Ensure implementations deliver real business value and companies can operate independently. Financial-Systems Standards & Governance: Establish best practices and standards for financial systems across the network. Define how we handle common financial scenarios: multi-subsidiary accounting, intercompany transactions, reporting structures, tax compliance. Document these approaches so they scale. Vendor & Partner Collaboration: Work as a peer with implementation consultants and technology vendors. Evaluate their recommendations and proposals. Challenge over-engineered or unnecessary solutions. Support leadership with technical assessment of partners and vendors. Problem-Solving & Technical Leadership: When companies encounter financial-systems challenges, you're the escalation point. Diagnose problems, work with partners and vendors to find solutions, and make recommendations. Roll up your sleeves on troubleshooting and hands-on work as needed.

## What We're Looking For

7-12 years of experience in ERP implementations, financial-systems leadership, enterprise accounting, or related fields. Deep hands-on knowledge of Netsuite and practical experience with other financial-systems tools. Strong judgment about financial-systems architecture. You can evaluate trade-offs between different platforms, vendors, and approaches. You make decisions based on what the business actually needs. Experience evaluating and advising on technology vendors and solutions. You can assess whether a vendor's proposal is sound and spot over-engineering. Comfortable working with ambiguity and in growing organizations. You're not constrained by perfect upfront planning and can adapt as circumstances change. Able to communicate clearly with different audiences: finance teams, implementation partners, technology leaders, and business executives. Willing to be hands-on. You're an individual contributor who troubleshoots problems, reviews implementation details, and supports execution directly.

## Nice to Have

You have led ERP implementations or modernization initiatives for companies with multiple subsidiaries or complex financial needs. You have experience as a financial-systems consultant, solution architect, or in-house finance technology leader. You have evaluated and managed multiple financial-systems platforms and tools. You have a background in financial operations, corporate accounting, or finance technology. You have hands-on expertise in NetSuite, QuickBooks, or similar cloud platforms.

## About Teamshares

## Company Overview
- **One-liner**: Teamshares is a tech-enabled acquiror of small businesses that buys companies from retiring owners and grants stock to employees, creating a permanent home for businesses.
- **Entity Type**: Public (Nasdaq: TMS) – went public via SPAC merger with Live Oak Acquisition Corp. V in June 2026
- **Headquarters**: New York, New York, United States
- **Founded**: 2019
- **Founders**: Michael Brown (CEO), Kevin Shiiba (CTO), Alex Eu (President)

## Core Business
- Primary industry/industries: Financial Services, Small Business Acquisitions, Employee Ownership
- Target customers: Small business owners (B2B) seeking retirement exit, employee-owners of acquired businesses
- Mission or purpose statement: "To create a network of 10,000 small businesses that provide stock to employees." [teamshares.com/careers](https://www.teamshares.com/careers)

## Products & Services
- **Employee Ownership Platform**: A combination of a holding company and fintech that programmatically acquires businesses with $0.5–5 million of EBITDA, integrates them with the Teamshares platform, and helps employees earn company stock. [pitchbook.com](https://pitchbook.com/profiles/company/327111-04)
- **Acquisition Services**: Buys 100% of established small to medium-sized businesses (targeting $2M–$10M EBITDA in 2026) from retiring owners, retaining all employees and providing financial education, equity management software, and financial products. [linkedin.com/company/teamshares](https://linkedin.com/company/teamshares)

## Market Standing
- **Valuation/Market Cap**: Not publicly available (publicly traded since June 2026; market cap not disclosed in recent filings)
- **Key Metric**: Annual Revenue – $490 million (trailing 12 months as of Dec 31, 2025) [pitchbook.com](https://pitchbook.com/profiles/company/327111-04)
- **Notable Investors/Partners**: MPower Partners (led venture round), Sound Point Capital Management (led $75M debt financing), Live Oak Acquisition Corp. V (SPAC merger partner) [pitchbook.com](https://pitchbook.com/profiles/company/327111-04)
- **Growth Signals**: Over 90 acquisitions since 2019; operates in 30+ states across 40 industries; 1,800+ new employee owners; $30M+ new wealth created for employee owners; headcount ~110–134 employees. [linkedin.com/company/teamshares](https://linkedin.com/company/teamshares) – [teamshares.com/careers](https://www.teamshares.com/careers)

## Competitive Advantages
- **Unique Acquisition Model**: Buys companies from retiring owners (addressing the 70% failure rate of small businesses without a buyer) and immediately grants stock to employees, creating a long-term, locally owned solution.
- **Tech-Enabled Platform**: Combines acquisition expertise with fintech tools for equity management, financial education, and capital access, allowing the company to scale across diverse industries.
- **Permanent Home**: Unlike traditional private equity, Teamshares aims to hold businesses indefinitely, never forcing a re-sale, which differentiates it from competitors.

## Strategic Focus
- Continue acquiring companies in the $2M–$10M EBITDA range across the U.S. to expand the network of employee-owned businesses.
- Scale the platform to reach the goal of 10,000 small businesses, increasing employee wealth and local economic impact.
- Integrate acquired companies into the Teamshares ecosystem through software, training, and financial products.

## Why Work Here
- **Remote-First Culture**: "Always were and always will be" remote-first; employees can work from anywhere Teamshares operates. Connection maintained via virtual collaboration and biannual offsites.
- **Generous Time Off**: 9 weeks total per year (4 weeks PTO + holiday closures). [teamshares.com/careers](https://www.teamshares.com/careers)
- **Deep Work Focus**: "Building Wednesday" – no internal meetings on Wednesdays to allow uninterrupted deep work.
- **Comprehensive Benefits**: Competitive salaries (location-agnostic), 100% employer-paid health insurance, 3 months parental leave (+3 additional months for delivering parent), remote office stipend.
- **Mission-Driven**: Employees work to create wealth for hardworking small business employees, with a strong sense of social impact.

## Sources
1. [teamshares.com/careers](https://www.teamshares.com/careers)
2. [linkedin.com/company/teamshares](https://linkedin.com/company/teamshares)
3. [pitchbook.com](https://pitchbook.com/profiles/company/327111-04)
4. [jobs.lever.co/teamshares](https://jobs.lever.co/teamshares/)

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