Technology Director –Back Office Financial Systems

Responsibilities

• Serve as a strategic technology partner and trusted advisor to Finance executive leadership, enabling business outcomes through modern financial systems.
• Translate Finance strategy and operational needs into scalable, secure, and cost-effective technology solutions.
• Provide thought leadership on finance digitization, AI use cases, automation, and platform modernization.
• Own the end-to-end lifecycle management for all Raymond James corporate finance systems including:
• General Ledger and Accounts Payables
• Revenue Management and Billing
• Consolidations and Close
• Budgeting, Planning, and Forecasting
• Ensure platform stability, performance, controls, and scalability.
• Oversee large, multi-year finance transformation programs.
• Drive simplification and standardization of finance processes and data across platforms.
• Ensure strong governance, delivery discipline, and alignment with enterprise architecture standards.
• Enable the use of AI and intelligent automation to streamline Finance and IT processes, improve insights, and reduce manual effort.
• Pilot and scale AI-enabled capabilities responsibly.
• Build, lead, and develop high-performing financial systems teams with strong functional and technical expertise.
• Establish clear operating models encompassing internal teams, managed service providers, and system integrators.
• Foster a culture of accountability, continuous improvement, and collaboration.
• Manage strategic vendor relationships, including software providers, system integrators, and managed service partners.
• Own vendor performance, contract management, and cost optimization.
• Ensure effective coordination across vendors and internal teams to deliver high-quality outcomes.
• Ensure systems meet internal control, audit, and compliance requirements.
• Oversee system resiliency, data quality, security, and access controls.
• Drive operational excellence through strong KPIs, SLAs, and continuous service improvement.

Qualifications

• Bachelor’s degree in Computer Science, Information Systems, Finance/Accounting.
• 10+ years of progressive experience in Financial Systems, ERP/EPM leadership, or enterprise technology roles.
• Strong hands-on and leadership experience moving to and supporting cloud EPM and ERP platforms.
• Proven ability to act as a trusted advisor to senior Finance and business leaders.
• Strong vendor management and systems integrator leadership experience.

Preferred Experience

• Experience supporting OneStream or other cloud EPM solutions or Cloud Finance ERP solutions.
• Experience with Oracle Financial platforms, including: PeopleSoft, Revenue Management and Billing (RMB), Financial Accounting Hub (FAH).
• Familiarity with AI-enabled finance tools, analytics platforms, or intelligent automation technologies.
• Strong understanding of finance data models, integrations, and reporting architectures.