Technology Director –Back Office Financial Systems

Job Description Summary

The IT Director of Financial Systems is a senior technology leader responsible for the strategy, delivery, and ongoing optimization of enterprise financial platforms. This role will lead critical finance technology domains including Enterprise Performance Management (Planning, Budgeting, Consolidations & Reporting) and Financial ERP (General Ledger, Accounts Payable, Revenue Management, Billing), ensuring scalable, efficient, and compliant financial operations.

This position serves as a trusted advisor to Finance leadership and collaborates closely with cross‑functional business and technology teams to drive alignment, innovation, and transformation across the organization.

Hybrid workstyle policy:
Expected to be in a Raymond James office location a minimum of 10-12 days a month.

Please note:

This role is not eligible for Work Visa sponsorship, either currently or in the future.

• 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.

• Champion the use of AI and intelligent automation to streamline Finance and IT processes, improve insights, and reduce manual effort.
• Identify opportunities to leverage GenAI, machine learning, workflow automation, and analytics across financial systems.
• Partner with Finance and IT teams to 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.

• 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.

• Experience supporting One Stream or other cloud EPM solutions or Cloud Finance ERP solutions.
• Experience with Oracle Financial platforms, including:
• People Soft
• 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.

• Strategic thinker with strong…