Product Manager - Tax​/Treasury ; Palo Alto; San Francisco

We are seeking a highly technical Staff Product Manager to own the architecture, roadmap, and delivery of enterprise-grade Treasury and Tax platforms. This role operates at the intersection of Finance, Engineering, Security, and Compliance, driving system design decisions, integrations, and data strategy for mission-critical financial workflows.

You will lead modernization of treasury and tax technology stacks, define system architectures, manage complex integrations, and ensure data accuracy, scalability, and regulatory compliance across global operations.

We're looking to speak with candidates in Palo Alto, San Francisco, or New York City for our hybrid working model.

Product Architecture & Technical Strategy

• Own end-to-end system architecture for Treasury and Tax platforms
• ERP integrations (Net Suite or SAP)
• TMS platforms (Kyriba or GTreasury)
• Banking APIs, SWIFT, host-to-host connections
• Drive API-first and event-driven architecture for real-time cash and tax data
• Bank transactions
• Cash positions
• FX exposures
• Tax jurisdiction mapping
• Partner with Data Engineering on financial data pipelines (ETL, streaming)

Systems & Integrations

• Own design and delivery of:
• Bank connectivity (SWIFT MT/MX, ISO 20022, APIs, SFTP)
• Define integration standards:
• REST/Graph
  
  QL APIs
• Webhooks
• Middleware (Mule Soft, Boomi, Workato)
• Bank accounts
• Legal entities
• Chart of accounts
• Tax codes and jurisdictions
• Lead system migration and platform consolidation initiatives

Treasury Technical Ownership

• Build and scale platforms supporting:
• Liquidity forecasting models
• Automated bank reconciliations
• Hedge accounting automation
• Payment orchestration and approvals
• Implement fraud detection and payment controls
• Enable role-based access control (RBAC) and segregation of duties (SoD)

Tax Technical Ownership

• Architect solutions for:
• E-invoicing (PEPPOL, CFDI, SAF-T)
• Transfer pricing automation
• Jurisdictional rule engines
• Integrate:
• Order management systems
• ERP GL & subledgers
• Design audit-ready data lineage and traceability

Delivery & Engineering Execution

• Write technical PRDs including:
• API contracts
• Non-functional requirements (SLA, RTO, RPO)
• Lead Architecture reviews, Design sessions, Security assessments
• Manage backlog at feature and system level
• Drive CI/CD enablement and release automation
• Integration testing
• UAT frameworks
• Own:
• SOX controls
• PCI DSS (payments)
• SOC2 compliance
• Partner with Security on:
• Key management
• Encryption (at rest & in transit)
• Ensure:
• Data residency compliance
• GDPR readiness
• Audit logging & monitoring

Data & Analytics

• Build:
• Treasury data marts
• Tax reporting layers
• Enable:
• Self-service analytics
• Define:
• Support:
• Forecast accuracy modeling

• 10+ years in Product, Systems, or Technical Program roles
• Deep hands-on experience with:
• ERP systems (Net Suite, SAP, Oracle)
• Strong understanding of:
• ISO 20022
• SWIFT MT/MX
• Working knowledge of:
• SQL
• API testing tools (Postman, Swagger)
• Data warehouses (Snowflake, Big Query)

• Experience with:
• Middleware (Mule Soft /Workato)
• Infrastructure-as-code
• Background in:
• Accounting
• Treasury operations
• Tax compliance

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