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Job Description

**Note:** This position will follow our hybrid work model, we expect the selected candidate to be in the office 2-3 days a week at the St. Petersburg, FL Corporate Office location.

Job Summary:

We are seeking a seasoned Finance Technology Professional with Finance ERP and EPM as well as exposure to large development projects implementing a Finance Data Platform to support Financial and Regulatory initiatives. Experience in managing transformational initiatives including moving current on premise applications to SaaS solutions is also desirable.

Able to partner effectively with business SMEs and Project Stakeholders, Implementation Partners and across Technology Support teams. Skilled in assessing vendors and solutions to meet the Finance business needs and capable of managing complex projects. Along with managing large projects, also adept in managing the backlog of new features, enhancements and major support requirements and coordinating product releases. This role will influence strategic direction, incorporating leading practice and develops and managed tactical plans for execution. Works directly with technology leadership/key business stakeholders to proactively update, inform and maintain project status, financials and risks.

Responsibilities:

+ Communicate effectively with technology leadership/key business stakeholders.

+ Assist in developing and maintaining strategic technology roadmaps.

+ Prepare for Technology/ Architectural Assessment of new solutions.

+ Work with Procurement on requirements and evaluation of new vendors and/or solutions.

+ Manage project resources, including partnering effectively with business SMEs and Project Stakeholders, Implementation Partners and across Technology Support teams.

+ Conducts preliminary investigation for all project requests by reviewing requirements and specifications to ensure they are aligned with organizational priorities, business objectives and are the most efficient usage of resources while not compromising value/quality.

+ Provides a proactive interface between project stakeholders and senior management to ensure complete and accurate definitions of business requirements and delivery of business applications.

+ Develops, prepares, presents, and maintains project plans, including staffing requirements, cost estimates, detailed budgets and work breakdown structures and schedules. Monitor projects progress and maintains documentation/reports for impacted consumers.

+ Performs project risk assessments, including identifying key risk factors, providing effective mitigation strategies, and assigning contingency action plans to both schedules and budgets.

+ Manages projects and teams, including applying established methodologies, using change control templates and processes; managing time and recording activities using defined scheduling tools; monitoring budgets; coordinating resource acquisition and utilization; maintaining precise documentation/artifacts required by PMO and Internal Audit; serving as a liaison with internal customers and external suppliers; and communicating regularly with project stakeholders.

+ Delivers systems on appropriate platforms in compliance with established technology standards, including monitoring testing, executing quality assurance checks, and ensuring information technology acceptance criteria is met prior to implementation.

+ Manages all aspects of the project budget including creating and maintaining resource allocations and actively tracking costs to the approved budget.

Skills/Previous Experience:

+ Minimum of six (6) years of experience leading Finance Technology Transformation Initiatives including: project management, enterprise implementation, leadership experience, strategic planning, business acumen, applications development, and change management or combination of education, training and experience.

+ Works at an advanced level to identify, verify, and manage changes to the scope of the project or program, utilizing the most appropriate approach.

+ Works at an advanced level to identify, define, unify, and coordinate the various processes and activities to integrate the project management activities.

+ Works at an advanced level to estimate each of the components of project, program, or portfolio work, including costs, activity durations, resource needs, risks, stakeholders, etc. across the life of the project or program.

+ Understands core procure to pay business functions and corresponding supporting technologies.

+ Experience in working with vendors, business partners and key stakeholders.

+ Understands and has experience leading key Finance projects as well as Cloud Transformation initiatives.

+ Experience with EPM/ERP platforms (Oracle, PeopleSoft, OneStream or HFM) preferred.

+ Prior knowledge with Data Warehousing or Finance Data Store Implementations is preferred.

Knowledge of the following:

+ Ability to read, analyze, interpret/link and apply knowledge to assignments.

+ Use collaborative skills to accomplish work as a team.

+ Detailed oriented with a big-picture orientation.

+ Application development and project life cycle methodologies and standards.

+ Finance Technology Architectures and related interdependencies.

+ Project selection and approvals; budgeting and business case preparation and analysis; and project initiation and planning, including work breakdown structures and forecasting.

+ Experience managing large complex release cycles highly preferred.

+ Concepts of risk management, issue tracking, change management and requirements gathering.

+ Information technology support and technical documentation.

+ Principles of banking and finance and securities industry operations.

+ Business planning and analysis.

+ Project budget interfaces with other accounting systems.

+ MS Project or SmartSheets.

+ Azure DevOps (TFS) or similar.

Licenses/Certifications:

+ PMP/ CSM or equivalent certification highly preferred.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing, High School (HS) (Required)

Work Experience

Manager Experience - 3 to 6 years

Certifications

PMI Project Management Professional (PMP) - Project Management Institute (PMI)

Travel

Less than 25%

Workstyle

Hybrid

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.

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