Financial Systems Senior Business Process Lead - PPM (Oracle Fusion)
Job Summary
The Senior Business Process Lead – PPM is a Finance-led business process owner responsible for identifying business process capability gaps, standardizing business processes, defining and prioritizing Oracle ERP-enabled capabilities for Project Portfolio Management (PPM).
Job Duties
Serves as the Financial Systems SME and business process lead for the PPM workstream, partnering with the business process owner/SME(s) who retain operational process ownership.
Partners collaboratively with the business process owner/SME(s) to validate process intent, confirm operational feasibility, and ensure changes are adopted effectively.
Translates business SME input into clear outcomes, requirements intent, and acceptance criteria; drive timely decisions to avoid delivery delays.
Maintains knowledge of current-state and target-state PPM processes, key policies, reporting needs, and control expectations.
Develops and maintains business process maps (BPMN).
Develops and executes test scenarios/scripts (UAT) and validate fixes.
Contributes to training materials, jobs aids, SOPs and OGL.
Workstream SME Leadership (PPM): Defines target-state business capabilities and process outcomes for PPM applications (e.g., project accounting outcomes).
Maintains the business capability requirements (what/why) and business value ranking to inform the ERP Product & Delivery team that retains accountability for delivery sequencing.
Defines measurable success metrics and partner on value realization reporting (cycle time, quality, adoption, compliance outcomes).
Business Requirements Intent, Acceptance Criteria Approval & Traceability: Leads discovery with Finance/Operations stakeholders to capture business needs, pain points and desired outcomes.
Drafts business requirements intent and business acceptance criteria, including controls/audit evidence needs, reporting impacts, and data integrity considerations.
Partners with IT ERP Product Delivery teams who finalize the Functional Design Document (FDD); Collaborates with IT ERP Product Delivery teams who finalize the Technical Design Document (TDD) and those technical designs trace back to approved business requirement intent.
Quarterly Release Governance — Business Readiness (Oracle cadence): Business impact assessment for quarterly Oracle releases and firm-led changes (process impacts, training/comms needs, reporting impacts, Finance compliance considerations).
Coordinates validation/UAT approach in partnership with FS PM & IT ERP Product Management and ensures validation evidence is captured in ServiceNow.
Provides business readiness sign-off for releases impacting PPM processes; partner with IT ERP Product Delivery Team, who owns technical readiness and deployment execution.
Business Controls, Business Compliance, Business Risk & Reporting Integrity (Business requirements focus): Translates Finance internal/external audit, compliance, and risk needs into business requirements and acceptance criteria for PPM/ processes/modules.
PARTNERS WITH FINANCE COMPLIANCE & INTERNAL AUDIT TO ENSURE BUSINESS REQUIREMENTS INCLUDE EVIDENCE EXPECTATIONS AND AUDITABILITY.
Advocates for control automation and standardized reporting by specifying control outcomes and reporting needs; IT determines technical implementation.
Vendor Engagement & Product Influence: Participates in the ERP vendor discussions for the PPM/ pillar by coordinating ongoing touchpoints with vendor and community product groups advocating for functionality enhancements in the product that represents functionality to better align with the firm’s business strategy, operating model and representing Accounting/Assurance/Tax Professional Services industry.
Aids in the development and submission of Oracle enhancement requests and supporting artifacts (use cases, impact statements, prioritization rationale).
Qualifications, Knowledge, Skills, and Abilities
Bachelor’s degree and five (5) or more years of experience working with Oracle PPM Cloud Applications, required or High School Diploma or GED equivalent and nine (9) or more years of experience working with Oracle PPM Cloud Applications, required.
Bachelor's degree in accounting, Finance or preferred Master’s degree.
Experience working within a professional services firm such as accounting, financial services, business advisory, marketing and/or banking industries, preferred.
Software Proficient in the use of Oracle Cloud ERP, specifically PPM, required.
Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion), preferred.
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required.
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"