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Director, Financial Systems

Company: Raymond James Financial
Location: Orlando
Posted on: July 9, 2024

Job Description:

Job Description Description Job Summary Job Summary The Raymond James Finance Department is looking to hire a senior level professional to fill this strategic role in managing Financial Systems. The selected candidate will be responsible for developing and executing the Finance Department's strategy for migration to the cloud ERP platform and on-going management and transformation of the Financial Systems landscape. Other primary job functions include: - Transform Financial Reporting and Accounting processes, while implementing modern technology applications and providing innovative solutions to business problems.This individual will be a systems and process engineering expert with strong general business analysis and accounting skills. - Develop the Center of Excellence team around Finance Transaction Systems and successfully prepare for and migrate to a new cloud ERP platform in the next few years. - Manage the support of our current portfolio of Finance technology applications, including periodic enhancements and upgrades in further automating our Finance and Accounting business processes. Essential Duties and Responsibilities Essential Duties and Responsibilities - Lead the strategic initiatives to identify alternatives and manage the selection process for the future cloud ERP platform. - Provide business guidance, insight and management of the deliverables related to the implementation of the strategic cloud ERP platform in a phased approach over multiple years. - Manage the team that provides functional & system administrative support of the current set of PeopleSoft ERP application used for General Ledger, Accounts Payable, Fixed Assets, Project Costing, Cash Management, Blackline Account Reconciliations and Chrome River Expense Management application. - Applies specialized business and industry knowledge and technical skills to significant deliverables and projects that involve multiple IT departments and business units. - Ensure stakeholder alignment on vision, priorities, implementation, and governance of the strategic initiatives within the scope of responsibilities. - Apply complex judgement and problem solving skills based on analytical thought while comparing and selecting complex alternatives. - Bring the outside in-research and curate domain best practices from internal and external sources. - Drives technology solutions to ensure they meet the business needs balanced with a pragmatic and integrated approach to the design of technical solutions. Able to weigh alternatives, develop approach and balance conflicting needs, aligned with the Department's strategic objectives. - Manage full lifecycle activities including requirements analysis and design, developing analysis and reporting capabilities, and continuously monitoring performance and quality control plans to identify improvements: --- -Lead business stakeholders and subject matter experts throughout the large scale project implementations, including gathering business requirements, explaining innovative solutions and configuration options, designing core business processes in Financial Reporting and Accounting areas, documenting configuration and performing fit/gap analysis. --- -Manage the design, standardization, and development of functional specifications (software configuration, design of reports, interfaces, customizations, extensions, workflows, etc.) for a suite of financial applications (i.e. PeopleSoft Financials). --- -Manage development of functional test scripts, execution of functional and user acceptance testing.Coordinate efforts for integration testing with Technical teams. --- -Review and perform complex trouble-shooting and issue resolution using analytical skills, and support production. - Manage and resolve production issues, prioritize business requirements / enhancements, upgrades, and offer expert advice and direction to our business users. Implement an appropriate control framework covering the functions supported by the Financial Systems team. This oversight would include the implementation and continued monitoring of a standard control framework defined for Financial Reporting and Accounting. - Performs human resources management activities, including identifying performance problems and seeking guidance for remedial action, reviewing performance and interviewing and selecting staff. - Plans, assigns, monitors, reviews, evaluates and leads the work of others. - Coaches and mentors subordinates, identifies training needs and recommends appropriate development programs. Qualifications Knowledge, Skills, and Abilities Knowledge of - Full life cycle PeopleSoft Financials or equivalent ERP implementation experience. o Strong, comprehensive knowledge of PeopleSoft or equivalent ERP systems functional concepts, configuration, testing, and ability to update test plans and documentation to include latest application changes and enhancements. o Configuring and supporting PeopleSoft applications, in particular General Ledger and Sub-Ledger modules (AP, Fixed Assets, Project Costing, Cash Management), as well as Expense Management application. - Solid knowledge and work experience in accounting and financial reporting. - Solid knowledge of Business Intelligence reporting and analytics tools. - Knowledge of Automation tools such as Alteryx. - Knowledge of Finance data related government regulatory requirements and emerging trends and issues - Knowledge of Finance data architecture and technology solutions - Knowledge of reporting packages and databases Skill in - Applying a team oriented with a collaborative approach that can interact with stakeholders at all levels of the organization. - Attention to detail with great commitment to data/information integrity. - Balance of technical knowledge and business acumen - Managing through ambiguity as well as lead major change initiatives - Enterprise Project management best practices - Leverage communication and diplomacy skills to guide, influence, and convince a wide group of stakeholders towards common strategic direction and decisions. - Strong verbal and written communication, presentation and interpersonal skills. - Demonstrated leadership role in coaching and training different levels of staff. - Working effectively with Information Technology team of System Administrators, DBAs and Application Developers Ability to - Be enthusiastic about not only helping set vision to take capability to next level, but a hands-on leader that will be able to work on implementing such vision.

  • Ability to quickly pick up new technologies quickly and gain an in-depth understanding of the solution architecture.
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with many interruptions.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. - Build a cohesive team, and develop structure & direction to meet or exceed customer needs - Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences. - Demonstrate an advanced level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise. - Encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities. Educational/Previous Experience Requirements Education/Previous Experience - Bachelor of Science Degree (BS) in Business Administration, preferably with a major in in Accounting, Finance or Management Information Systems related degree. Minimum of ten (10) years of relevant experience including management or leadership experience or combination of education, training and experience. - Financial services industry experience preferred. - Experience in the following is preferred: - Enterprise Implementation - Strategic Planning and Execution - Business Acumen - Application Development and SDLC - Consulting skills, with change management concepts and strategies, including communication, culture change and performance measurement system design preferred - Experience with the following technology: MDM (e.g. Oracle DRM), ERP (e.g. PeopleSoft), CPM tools (e.g., Hyperion, OneStream), and Business Intelligence Systems preferred Licenses/Certifications Licenses/Certifications - Certifications related to Business Intelligence and CPM applications desired Raymond James Guiding Behaviors At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. -
    We expect our associates at all levels to:
    --- Grow professionally and inspire others to do the same
    --- Work with and through others to achieve desired outcomes
    --- Make prompt, pragmatic choices and act with the client in mind
    --- Take ownership and hold themselves and others accountable for delivering results that matter
    --- Contribute to the continuous evolution of the firm At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are subsidiaries of Raymond James Financial, Inc.New York Stock Exchange SIPC FINRA SIPC Raymond James and Raymond James Financial are registered trademarks of Raymond James Financial, Inc.

Keywords: Raymond James Financial, Ocala , Director, Financial Systems, Accounting, Auditing , Orlando, Florida

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