Head of Finance Transformation and Systems
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-10-14
Listing for:
Raymond James, Inc.
Full Time
position Listed on 2026-10-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Saint Petersburg, Florida - United States:
Full time:
Posted Today:
R-0013298
** Job Description Summary
** Under executive direction, leads the strategic vision, governance, and execution of Finance technology, data, operational transformation, and process excellence initiatives. In close partnership with other Finance areas, responsible for driving the modernization of the Finance organization through optimization of financial systems, enterprise data management, business process transformation, and emerging technology adoption, including artificial intelligence. Oversees the Finance Systems Solutions and Finance Process Innovation teams, ensuring the alignment of technology, processes, data, and organizational capabilities with business objectives.
Serves as a key strategic partner to the Chief Accounting Officer, Chief Financial Officer, senior Finance leadership, Technology leadership, and enterprise stakeholders to deliver scalable, efficient, and future-ready financial operations. Leads enterprise-wide initiatives that improve operational effectiveness, strengthen data integrity, enhance decision-making, increase automation, and support the organization's long-term growth strategy.
** Job Description
***
* Essential Duties and Responsibilities:
*
* ** Strategic Leadership & Transformation
*** Establish and execute the long-term Finance transformation strategy, roadmap, and operating model.
* Align finance technology, data, process improvement, and organizational initiatives with enterprise and Finance strategic objectives.
* In partnership with other teams across Finance, lead large-scale transformation programs impacting the finance functions.
* Identify opportunities to simplify operations, improve scalability, and enhance the overall effectiveness of the Finance organization.
* Serve as a trusted advisor to executive leadership on finance modernization opportunities, challenges, and investments.
** Financial Systems Solutions Leadership
*** Provide executive oversight of all Finance systems and applications.
* Establish system governance, ownership models, and strategic system roadmaps.
* Ensure financial systems support current and future business requirements.
* Partner with Technology teams to prioritize system enhancements, integrations, upgrades, and platform modernization efforts.
* Oversee financial reporting systems, accounting systems, close and consolidation platforms, budgeting tools, and supporting technologies.
* Ensure optimal system performance, risk management, and operational resiliency.
** Finance Program Management Office (PMO)
*** Provide executive oversight of the Finance PMO.
* Establish governance frameworks for prioritization, execution, monitoring, and reporting of strategic initiatives.
* Ensure programs are delivered on time, within scope, and aligned with strategic objectives.
* Monitor program performance, resource allocation, risks, dependencies, and outcomes.
* Present portfolio status updates and strategic recommendations to executive leadership.
** Transformation & Process Excellence
*** Lead enterprise Finance process improvement programs across all functional areas.
* Promote a culture of continuous improvement, operational excellence, and innovation.
* Oversee identification, evaluation, and implementation of process optimization opportunities.
* Drive standardization, automation, controls enhancement, and operational efficiency initiatives.
* Ensure process redesign efforts align with regulatory, risk, and governance requirements.
** Artificial Intelligence & Emerging Technology
*** Work closely with Technology division to develop and execute the Finance AI strategy and adoption roadmap.
* Identify opportunities to leverage artificial intelligence, machine learning, automation, and advanced analytics to improve business outcomes.
* Partner with Technology, Risk, Legal, Compliance, and enterprise stakeholders to establish responsible AI governance practices.
* Evaluate emerging technologies and their applicability to Finance operations and reporting.
* Lead organizational readiness and change management efforts supporting technology adoption.
** Stakeholder Engagement
*** Build strong partnerships across Finance, Technology, and business units.
* Collaborate with executive leadership to align transformation initiatives with strategic priorities.
* Engage stakeholders to identify opportunities, remove barriers, and drive successful implementation of…
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