Financial Systems Senior Business Process Lead - Financials

Job Summary

The Senior Business Process Lead – Financials is a Finance‑led business process owner responsible for identifying business process capability gaps, standardizing business processes, and defining and prioritizing Oracle ERP‑enabled capabilities for the Financials workstream. This role leads the business "what/why" outcomes, values and ranks business related requests, assembles business requirements intent, oversees acceptance criteria approval, and ensures business readiness for quarterly releases.

The role partners closely with the IT ERP Product & Delivery organization, which owns the technical "how/when" of identified business‑related requests, the platform roadmap, solution design, delivery execution, environments, deployments, integrations, and technical readiness. This position is also the SME for the Financials workstream, partnering day‑to‑day with existing business SME(s) in Advisory, Assurance, Tax and Finance to ensure requirements, decisions, testing, and readiness reflect real operational needs—without pulling the current SME/leaders into constant review and discussion.

The Financials focus areas include, but are not limited to, General Ledger, GL Intercompany, Payables, Receivables, Asset and Lease Management, Expense, Cash Management, Principal Ledger, Automation, AI, and Reporting. This position collaborates with Internal Audit to embed business compliance/controls in defining business requirements and reporting requirements. This role does not own production support, system administration, or application configurations.

• Serves as the Financial Systems SME and business process lead for the Financials 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; drives timely decisions to avoid delivery delays
• Maintains knowledge of current‑state and target‑state financial processes, key policies, reporting needs, and control expectations
• Develops and maintains business process maps (BPMN)
• Develops and executes test scenarios/scripts (UAT) and validates fixes
• Contributes to training materials, job aids, SOPs and OGL

• Defines target‑state business capabilities and process outcomes for financial applications (e.g., close efficiency, standardized accounting practices, improved controls and auditability, enhanced reporting quality and timeliness)
• 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 partners on value realization reporting (cycle time, quality, adoption, compliance outcomes)

• 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 ensures those technical designs trace back to approved business requirement intent
• Serves as the business process SME lead for Financial modules demand items in Service Now; ensures required intake fields are complete (outcomes, value driver, draft acceptance criteria, UAT owner, reporting impact)
• Collaborates with IT ERP Product Delivery Team that a Service Now item has a linked ADO number and remains traceable through delivery and validation

• Business impact assessment for quarterly Oracle releases and firm‑led changes (process…