Financial Systems Project & UAT Manager

Job Summary

The Financial Systems Project & UAT Manager drives financial systems initiatives that support finance transformation, operational efficiency, financial reporting, planning, and accounting process improvements. This role manages cross-functional projects from intake and discovery through design, configuration, testing, UAT testing cutover, go-live, and post-implementation support. This role partners with Finance, Accounting, IT, business stakeholders, vendors, and implementation partners to translate business needs into actionable business requirements, project plans, manage risks and dependencies and deliver financial system solutions aligned with business objectives and internal control requirements.

Job Duties

• Creates and maintains project artifacts including charters, scope statements, schedules, budgets, RAID logs, change requests, cutover plans, testing plans, status reports, and closeout documentation, including required approvals and signoffs
• Facilitates recurring project governance meetings with Finance, Accounting, IT, vendors, implementation partners, analysts, developers, and leadership to drive decisions, resolve blockers, and maintain alignment with project scope and objectives
• Captures requirements gathering, solution design, configuration readiness, data conversion, integration dependencies, and reporting needs
• Pairs with Financial Systems Business Process Leads, Finance SMEs to develop test scripts, data validation plans, and compliance documentation for UAT and quarterly release readiness
• Coordinates ERP delivered items to Finance within Azure DevOps for UAT testing, related documentation, and required signoffs along with ensuring that corresponding ServiceNow ticket is accurately up to date
• Manages project scope, milestones, resource capacity, dependencies, risks, issues, and budget tracking to support timely delivery of initiatives
• Serves as a liaison between technical, functional, finance, and vendor teams to ensure integrations, security roles, workflow approvals, reporting, and financial controls are appropriately planned, documented, tested, and implemented
• Prepares clear executive-ready project updates for steering committees, sponsors, and management, including accomplishments, upcoming milestones, key decisions, risks, issues, and mitigation plans
• Supports change management, communications, training coordination, adoption planning, hyper care, and transition-to-support activities for financial system deployments and enhancements
• Responds promptly to inquiries and provides accurate, thorough answers using knowledge of financial applications, project management practices, and internal resources

Education

• Bachelor’s degree and five (5) or more years of experience working with financial systems, required; or High School Diploma or equivalent and nine (9) or more years of experience working with financial systems, required
• Bachelor’s degree in Accounting, Finance, or Information Technology, preferred
• Master's degree, preferred

Experience

• Directing the work of cross-functional Finance, Accounting, IT, vendor, and implementation partner resources in a project-oriented capacity, required
• Managing project plans, risks, issues, dependencies, testing, cutover, and post-go-live support for financial system initiatives, required
• Project Manager, Business Systems Analyst, Financial Systems Analyst, or Accounting/Finance SME supporting Oracle Fusion ERP, OneStream EPM, or comparable financial systems, preferred
• Using Waterfall, Agile, or hybrid project management methodologies for ERP/EPM implementation, enhancement, and support efforts, preferred

License/Certifications

• Project Management Professional (PMP) or similar certification, preferred

Software Experience

• Project planning, collaboration, ticketing, and reporting applications used to manage project scope, timelines, risks, issues, dependencies, and status reporting, preferred
• Managing projects in connection with Oracle Fusion ERP, OneStream EPM, financial consolidation, planning, budgeting, forecasting, close management, reporting, integrations, or data conversion, preferred

Other Knowledge, Skills & Abilities

• Knowledge of financial systems project delivery in production ERP and EPM environments, including governance, controls, security, testing, release management, and support transition practices
• Understanding of core finance processes such as general ledger, accounts payable, accounts receivable, procurement, project accounting, close and consolidation, planning, budgeting, forecasting, reporting, and analytics
• Strong ability to coordinate, identify, prioritize, manage, and control project milestones, deliverables, risks, issues, dependencies, and decisions to achieve strategic business objectives
• Excellent interpersonal and customer relationship skills with the ability to collaborate effectively across Finance, Accounting, IT, leadership, vendors, and implementation partners
• Strong written and verbal communication skills, including the ability to prepare executive-ready project updates, decision summaries, meeting notes, and project documentation
• Demonstrated problem-solving skills with the ability to analyze complex issues, recommend practical solutions, and escalate risks or decisions appropriately
• Ability to facilitate meetings efficiently and effectively, drive accountability, and maintain momentum across multiple workstreams
• Develops project documentation using process flows, timelines, dependency maps, status dashboards, issue logs, and other visual tools
• Positive attitude, willingness to learn, and strong interest in finance, accounting, ERP, EPM, reporting, and financial systems transformation

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"