Address
Form of workJob Summary
Under general supervision, with a high level of autonomy, uses specialized knowledge and skills obtained through training and experience to assist in developing and implementing Finance data governance policies and processes impacting accounting systems and applications. Lead accounting/Financial Systems implementation projects and establishes requirements to meet the information and process needs of the organization effecting multiple business units. Leads project teams or manage multiple large, high priority and complex initiatives with significant financial impact on the company. Oversees and directs business process improvements through data governance framework, policy, and standards. Manage Finance business process transformations and change on a large scale. Performs and manages varied work requiring evaluation, originality, and ingenuity. Resolves or recommends solutions to complex problems.
Essential Duties and Responsibilities
• Leads project teams for managing multiple large, high priority and complex initiatives with significant impact on business processe
• Provides input into strategic roadmaps for data governance impacting accounting systems and application
• Coordinate the resolution of data integrity gaps by working with the business owners and Information Technology department
• Develop control structures within finance department to ensure the accuracy and quality of data through all upstream and downstream data channel
• Generates project proposals for managerial review, implements approved plans, document, trains users and support the implemented data framework, system and business process change
• Leads requirements gathering, project plan preparation, user acceptance testing, documentation, and implementation of system changes to support the new data governance policies & procedure
• Develop appropriate execution approach for projects involving data flows and processes across all Finance application
• Ensure controls are in place over applications for data quality by performing data integrity gap analysi
• Responsible for management of third-party vendors and their contributions to the project
• Consults with the Accounting and Financial Reporting business area management team to identify opportunities for business process improvements and initiates enhancements, where feasible, throughout supported areas within the firm
• Serve a dual role as the point of contact for both business users and technical staff to discuss and clarify the interpretation of business requirements to technical specification
• Coordinates/Manages the testing of patches, fixes and upgrades to business systems via the standard testing path of Development, QA and Production
• Partners with technical business units in the research, analysis and resolution of system and process problem
• Responsible for facilitating prioritization of application features and functionality and process change for a given platform or business unit
• Coach and train junior associates and interns with the focus on developing the entire team overall
• Perform other duties and responsibilities as assigned
Qualifications:
Knowledge, Skills, and Abilitie
Knowledge of
• Concepts, practices, and principles of project management
• Application development methodologies and standard
• Concepts of risk management, issue management, change management
• Data Governance and Data Quality management
• Basic principles of banking, finance, and securities industry operation
• Basic principles of procurement, contract, and vendor management
• Business improvement processes and procedure
Skill in
• Strong understanding of databases and data structure
• Identifying and managing project team
• Conducting interviews with customers and subject matter expert
• Operating standard office equipment and using required software applications, including Microsoft Office Suite
• Robust Data Analytics and reporting
• Strong analytical skills to recognize and detect errors and correct/offer resolution
• Prepare written and oral presentations to high level management
• Design and implement technology solutions to address business need
• Communicating and leading change
Ability to
• Build strong working relationships with teams, stakeholders, and senior management
• Identify and lead project teams, including planning, assigning, monitoring, reviewing, and evaluating project activitie
• Facilitate information gathering sessions ensuring all viewpoints, ideas, and problems are included in the project specification
• Incorporate needs, wants, and goals from different business unit perspectives into project specification
• Research and apply industry standards and leading practices around data management, data governance and data quality: Apply these concepts to improving and managing data flows across financial and accounting system
• Attend to details while maintaining a big picture orientation
• Solve complex problems and model the business and financial impact of proposed scenario
• Ensure that all project activities have a focus on quality and conform to identified best practice
• Resolve complex analytical challenges, independently analyze information; and make recommendations based on analysi
• Use collaborative skills in using a team approach to accomplishing work
• Prioritize and manage multiple work efforts in a fast-paced and dynamically changing environment
• Read, analyze, interpret, and apply information from common industry journals, financial reports, and legal document
• Interpret and apply policies and identify and recommend change
• Partner with other functional areas to accomplish objective
• Establish and maintain effective working relationships at all levels of the organization, including negotiating resource
• Motivate and influence others to achieve desired outcomes without organizational authority
• Communicate effectively, both orally and in writing, with all organizational level
Educational/Previous Experience Requirement
Education/Previous Experience
• Accounting / Finance knowledge required
• Financial services experience required
• People management experience required
• Data quality, data governance/management or similar level data analysis experience required
• PeopleSoft, Hyperion, OneStream or other major Corporate Performance Management/Enterprise Performance Management systems experience preferred
• Bachelor's degree with technical or business specification and a minimum of six (6) years' experience including any combination of the following: systems administration, technical customer support, application administration, software development, project management, technical consulting, software upgrade/implementation, technical analysis, general finance or accounting
~OR ~
• Any equivalent combination of experience, education, and/or training approved by Human Resource
Licenses/Certifications
• PMP certification preferred
• Data Certification preferred
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 outcome
• 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
Under general supervision, with a high level of autonomy, uses specialized knowledge and skills obtained through training and experience to assist in developing and implementing Finance data governance policies and processes impacting accounting systems and applications. Lead accounting/Financial Systems implementation projects and establishes requirements to meet the information and process needs of the organization effecting multiple business units. Leads project teams or manage multiple large, high priority and complex initiatives with significant financial impact on the company. Oversees and directs business process improvements through data governance framework, policy, and standards. Manage Finance business process transformations and change on a large scale. Performs and manages varied work requiring evaluation, originality, and ingenuity. Resolves or recommends solutions to complex problems.
Essential Duties and Responsibilities
• Leads project teams for managing multiple large, high priority and complex initiatives with significant impact on business processe
• Provides input into strategic roadmaps for data governance impacting accounting systems and application
• Coordinate the resolution of data integrity gaps by working with the business owners and Information Technology department
• Develop control structures within finance department to ensure the accuracy and quality of data through all upstream and downstream data channel
• Generates project proposals for managerial review, implements approved plans, document, trains users and support the implemented data framework, system and business process change
• Leads requirements gathering, project plan preparation, user acceptance testing, documentation, and implementation of system changes to support the new data governance policies & procedure
• Develop appropriate execution approach for projects involving data flows and processes across all Finance application
• Ensure controls are in place over applications for data quality by performing data integrity gap analysi
• Responsible for management of third-party vendors and their contributions to the project
• Consults with the Accounting and Financial Reporting business area management team to identify opportunities for business process improvements and initiates enhancements, where feasible, throughout supported areas within the firm
• Serve a dual role as the point of contact for both business users and technical staff to discuss and clarify the interpretation of business requirements to technical specification
• Coordinates/Manages the testing of patches, fixes and upgrades to business systems via the standard testing path of Development, QA and Production
• Partners with technical business units in the research, analysis and resolution of system and process problem
• Responsible for facilitating prioritization of application features and functionality and process change for a given platform or business unit
• Coach and train junior associates and interns with the focus on developing the entire team overall
• Perform other duties and responsibilities as assigned
Qualifications:
Knowledge, Skills, and Abilitie
Knowledge of
• Concepts, practices, and principles of project management
• Application development methodologies and standard
• Concepts of risk management, issue management, change management
• Data Governance and Data Quality management
• Basic principles of banking, finance, and securities industry operation
• Basic principles of procurement, contract, and vendor management
• Business improvement processes and procedure
Skill in
• Strong understanding of databases and data structure
• Identifying and managing project team
• Conducting interviews with customers and subject matter expert
• Operating standard office equipment and using required software applications, including Microsoft Office Suite
• Robust Data Analytics and reporting
• Strong analytical skills to recognize and detect errors and correct/offer resolution
• Prepare written and oral presentations to high level management
• Design and implement technology solutions to address business need
• Communicating and leading change
Ability to
• Build strong working relationships with teams, stakeholders, and senior management
• Identify and lead project teams, including planning, assigning, monitoring, reviewing, and evaluating project activitie
• Facilitate information gathering sessions ensuring all viewpoints, ideas, and problems are included in the project specification
• Incorporate needs, wants, and goals from different business unit perspectives into project specification
• Research and apply industry standards and leading practices around data management, data governance and data quality: Apply these concepts to improving and managing data flows across financial and accounting system
• Attend to details while maintaining a big picture orientation
• Solve complex problems and model the business and financial impact of proposed scenario
• Ensure that all project activities have a focus on quality and conform to identified best practice
• Resolve complex analytical challenges, independently analyze information; and make recommendations based on analysi
• Use collaborative skills in using a team approach to accomplishing work
• Prioritize and manage multiple work efforts in a fast-paced and dynamically changing environment
• Read, analyze, interpret, and apply information from common industry journals, financial reports, and legal document
• Interpret and apply policies and identify and recommend change
• Partner with other functional areas to accomplish objective
• Establish and maintain effective working relationships at all levels of the organization, including negotiating resource
• Motivate and influence others to achieve desired outcomes without organizational authority
• Communicate effectively, both orally and in writing, with all organizational level
Educational/Previous Experience Requirement
Education/Previous Experience
• Accounting / Finance knowledge required
• Financial services experience required
• People management experience required
• Data quality, data governance/management or similar level data analysis experience required
• PeopleSoft, Hyperion, OneStream or other major Corporate Performance Management/Enterprise Performance Management systems experience preferred
• Bachelor's degree with technical or business specification and a minimum of six (6) years' experience including any combination of the following: systems administration, technical customer support, application administration, software development, project management, technical consulting, software upgrade/implementation, technical analysis, general finance or accounting
~OR ~
• Any equivalent combination of experience, education, and/or training approved by Human Resource
Licenses/Certifications
• PMP certification preferred
• Data Certification preferred
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 outcome
• 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
