Senior Manager, Finance Business Application Support
Raymond James Financial, Inc.
Responsible for the effective delivery of business change management activities across projects and initiatives. Ensure that the desired business outcomes are achieved and that the relevant stakeholders are ready and prepared for the change. Drive the change management process through support of analysts and shared service staff. Manage the development of business and customer impact assessments, stakeholder analysis, business transition plans, business readiness, and/or communication plans. Ensure effective communication and implementation strategies. Liaise with support functions in HR or corporate communications to help support an overall project initiative. Oversee the definition of training needs and delivery plans of various initiatives and lead the initiative involving company training specialists. Identify and develop risk mitigation and create resolution recommendations related to the delivery of the change program.
**Job Summary**
The Senior Manager of Finance Business Application Support will have the opportunity to have an integral role in the Finance area of a growing financial services company. Will transform Financial Reporting and Consolidations 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. Will manage a wide array of projects and tasks.
Essential Duties and Responsibilities
• Lead business stakeholders and subject matter experts throughout the project implementations, including gathering business requirements, exploring innovative solutions and configuration options, designing core business processes in Financial Reporting and Consolidations 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. OneStream).
• Coordinates activities between functional and technical work streams to identify and manage changes in scope.
• Oversee Subject Matter Experts on software functionality. Drive process standardization, best practices, key metrics and configuration standardization.
• Review design issues, analyze and facilitate redesigning business processes around best practices. Lead users to adoption of new process and tools.
• Identify business implications that could impact requirements, scope, or schedule and work with the project manager to identify potential solutions.
• Manage the definition of process workflows, roles and responsibilities as part of the Change Management work stream.
• Manage enhancements in the reporting functions / capabilities within the suite of financial applications.
• Manage development of functional test scripts, execution of functional and user acceptance testing. Coordinate efforts for integration testing with technical teams.
• Ensure the development and updates of training documentation are completed in a timely manner. Execute communication plans as needed to ensure business users across all areas have updated documentation.
• Review and perform complex troubleshooting and issue resolution using analytical skills.
• Facilitate, perform ongoing process reviews to ensure consistency of the re-designed process and service delivery model, as well as identify opportunities for standardization, further process efficiency and re-engineering.
• 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 Consolidations.
• Plans, assigns, monitors, reviews, evaluates and leads the work of others.
• Coaches and mentors team members, identifies training needs and recommends appropriate development programs.
• Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
• Company’s working structure, policies, mission, and strategies.
• Strong, comprehensive knowledge of HFM and OneStream functional concepts, configuration, testing, and ability to update test plans and documentation to include latest application changes and enhancements.
• Full life cycle HFM and OneStream implementation experience.
• Solid knowledge and work experience in accounting and financial reporting.
• Solid knowledge of Business Intelligence reporting and analytics tools.
Skilled in
• Configuring and supporting HFM and OneStream applications, in particular Consolidations, Reporting, Translation, and Budget/Planning .
• Strong analytical and problem-solving skills.
• Strong verbal and written communication, presentation and interpersonal skills.
• Demonstrated leadership role in coaching and training more staff.
• Interpreting and applying policies and procedures.
• Establishing departmental objectives.
• Promoting effective coordination between business unit and other functional areas.
• Working effectively with Information Technology team of System Administrators, DBAs and Application Developers
Ability to
• Manage, coach and mentor others.
• Identify training needs and develop subordinates.
• Ability to clearly articulate ideas, solutions and recommendations at various levels ranging anywhere from senior management to business users to an IT team.
• Ability to quickly pick up new technologies quickly and gain an in-depth understanding of the solution architecture.
• Ability to be a self-starter accustomed to a fast-paced environment.
• Ability to successfully manage multiple tasks in a deadline-driven environment.
• 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.
Education/Previous Experience
• Bachelor’s degree (B.A.) in Accounting, Finance, and/or Accounting Systems and a minimum of ten (10) years’ experience as a functional leader.
• OR ~
• Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
• Series 99 preferred.
Travel Required: No
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