Manager, Finance Business Applications (Corporate Performance Management) at Raymond James Financial – Saint Petersburg | Jobyssey

Job Description Summary

Responsible for the effective delivery of business change management activities across projects and initiatives. Ensure that the desired business outcomes are achieved and that the relevant stakeholders are ready and prepared for the change. Drive the change management process through support of analysts and shared service staff. Manage the development of business and customer impact assessments, stakeholder analysis, business transition plans, business readiness, and/or communication plans. Ensure effective communication and implementation strategies. Liaise with support functions in HR or corporate communications to help support an overall project initiative. Oversee the definition of training needs and delivery plans of various initiatives and lead the initiative involving company training specialists. Identify and develop risk mitigation and create resolution recommendations related to the delivery of the change program.

Job Description

The Manager, Finance Business Applications (Corporate Performance Management) serves as the functional leader for the organization's Corporate Performance Management (CPM) application portfolio, responsible for the administration, support, governance, and continuous improvement of enterprise Finance solutions, including OneStream, Oracle Hyperion, BlackLine, and Workiva. Reporting within the Finance organization, this hands-on leadership role leads the Finance Business Applications team and partners closely with Financial Planning & Analysis (FP&A), Consolidations, Financial Reporting, Corporate Accounting, and other Finance stakeholders to ensure Finance systems effectively support planning, consolidation, financial close, management reporting, external reporting, and regulatory requirements.

This role requires a unique combination of exceptional people leadership, deep Finance systems expertise, business partnership, and operational excellence. The Manager is responsible for developing a high-performing team while driving application strategy, governance, continuous improvement, and the successful delivery of Finance application initiatives. As a key leader supporting the organization's Finance transformation strategy, the Manager will champion innovation by identifying opportunities to modernize Finance through cloud-based (SaaS) solutions, automation, artificial intelligence (AI), and emerging technologies while maintaining a strong internal control environment and ensuring Finance applications remain reliable, scalable, secure, and well governed. Working collaboratively with the Finance Project Management Office (PMO), Information Technology, and strategic software vendors, this leader is responsible for ensuring the Finance Business Applications team successfully delivers work throughout the solution lifecycle, including solution design, configuration, testing, user enablement, deployment, hypercare, and ongoing production support.

Responsibilities

Lead, coach, mentor, and develop a high-performing Finance Business Applications team, fostering a culture of accountability, collaboration, innovation, continuous improvement, and exceptional customer service.
Serve as the functional owner of the Corporate Performance Management application portfolio, including OneStream, Oracle Hyperion, BlackLine, and Workiva.
Build trusted partnerships with FP&A, Consolidations, Financial Reporting, Corporate Accounting, and other Finance stakeholders to understand business priorities and deliver technology-enabled solutions that improve Finance operations.
Provide leadership for the ongoing administration, enhancement, governance, and optimization of Finance business applications, ensuring they continue to meet evolving business and regulatory requirements.
Drive continuous improvement by identifying opportunities to streamline Finance processes, automate manual activities, improve reporting capabilities, and enhance the overall user experience.
Champion the adoption of cloud-based (SaaS) technologies, automation, artificial intelligence (AI), and emerging capabilities that improve operational efficiency, strengthen controls, and deliver measurable business value.
Partner with the Finance PMO to execute Finance transformation initiatives, ensuring the Finance Business Applications team successfully delivers assigned work throughout the project lifecycle, including solution design, configuration, testing, training, deployment, hypercare, and post-production support.
Collaborate with Information Technology and software vendors to implement scalable, reliable, and well-governed Finance solutions that align with business objectives.
Establish and maintain governance over application configuration, metadata, business rules, reporting structures, user access, security, and business processes.
Ensure Finance systems effectively support planning, budgeting, forecasting, consolidation, financial close, management reporting, external financial reporting, and evolving business requirements.
Maintain a strong internal control environment by ensuring Finance applications support Sarbanes-Oxley (SOX) compliance, segregation of duties (SoD), audit readiness, financial data integrity, and sound governance practices.
Partner with Internal Audit, Risk, Compliance, Information Technology, and external auditors to support regulatory compliance, application controls, and change management processes.
Manage relationships with software vendors and consulting partners, including software renewals, product roadmaps, service delivery, and strategic planning.
Develop operational metrics and service standards while continuously improving the effectiveness, stability, and business value of the Finance application portfolio.

Required Qualifications

Bachelor’s degree in Finance, Accounting, Information Systems, Business Administration, or a related discipline.
Seven or more years of progressive experience supporting enterprise Finance organizations through Corporate Performance Management (CPM), Financial Close, Financial Reporting, or other Finance business applications.
Three or more years of experience leading and developing high-performing teams.
Deep knowledge of enterprise Finance systems and Finance business processes, including planning, budgeting, forecasting, consolidation, financial close, management reporting, external financial reporting, and Finance data governance.
Demonstrated experience partnering with Finance leaders to optimize business processes through enterprise Finance applications.
Strong understanding of Finance application governance, internal controls, Sarbanes-Oxley (SOX), segregation of duties (SoD), audit readiness, and financial data integrity.
Exceptional leadership, communication, analytical, organizational, and relationship management skills.

Preferred Qualifications

Experience supporting Corporate Performance Management platforms such as OneStream, Oracle Hyperion, BlackLine, Workiva, or comparable enterprise Finance applications.
Experience with cloud-based (SaaS) Finance platforms and modern Finance technology ecosystems.
Experience supporting Finance transformation initiatives, enterprise Finance system implementations, or Finance modernization programs.
Experience evaluating or implementing automation, workflow, robotic process automation (RPA), artificial intelligence (AI), or other emerging technologies within Finance organizations.
Experience working within the financial services industry or another highly regulated environment.

Leadership Competencies

Proven people leader with a passion for coaching, mentoring, and developing high-performing teams.
Deep expertise in enterprise Finance systems with a strong understanding of how technology enables Finance organizations and drives business value.
Trusted business partner capable of building strong relationships with FP&A, Consolidations, Financial Reporting, Corporate Accounting, the Finance PMO, Information Technology, and strategic software vendors.
Hands-on leader who remains actively engaged in the team's most complex business, application, and operational challenges.
Change agent who embraces innovation, cloud technologies, automation, AI, and continuous improvement to modernize Finance operations.
Strong understanding of governance, internal controls, risk management, regulatory compliance, and the importance of maintaining a well-controlled Finance application environment.
Customer-focused leader committed to delivering reliable, scalable, and business-centric solutions that enable Finance to operate efficiently, effectively, and with confidence.
Strategic thinker who balances operational excellence with transformation, ensuring the Finance application portfolio continues to evolve while maintaining stability, compliance, and business continuity.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing

Work Experience

General Experience - 6 to 10 years, Manager Experience - 7 to 12 months

Certifications

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

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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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