Financial Systems Senior Business Process Lead - Financials

BDO USA•Troy, MI

About The Position

The Senior Business Process Lead – Financials is a Finance-led business process owner responsible for identifying business process capability gaps, standardizing business processes, defining and prioritizing Oracle ERP-enabled capabilities for the Financials workstream. This role leads the business “what/why” outcomes, value ranking business related requests, assembling business requirements intent, acceptance criteria approval, and 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, platform roadmap, solution design, delivery execution, environments, deployments, integrations, and technical readiness. This position is also the Subject Matter Expert (SME) for the Financials workstream, partnering day-to-day with the 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 mechanics. The Financials focus areas are, but not limited to, General Ledger, GL Intercompany, Payables, Receivables, Asset and Lease Management, Expense, Cash Management, Principal Ledger, Automation, AI, and Reporting. This position is to collaborate with Internal Audit to embed business compliance/controls into defining business requirements and reporting requirements. This role does not own production support, system administration, or application configurations.

Requirements

Bachelor’s degree and five (5) or more years of experience working with Oracle Financials Cloud applications, required or High School Diploma or equivalent and nine (9) or more years of experience working with Oracle Financials Cloud applications, required
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required
Proficiency in the use of Oracle Cloud ERP, specifically Financials Cloud applications, required
Superior verbal and written communication skills
Good technical and data analysis skills
Capable of working and communicating effectively with professionals at all levels
Able to work in a deadline-driven environment, and handle multiple projects/tasks with attention to detail
Able to multi-task while working independently or within a group environment
Superior analytical and diagnostic skills, with the ability to apply analysis in determining appropriate next steps
Excellent computer skills with the aptitude to learn new software applications
Superior customer service skills
Positive attitude and willingness to learn
Strong interest in accounting, finance and systems

Nice To Haves

Bachelor's degree in Accounting, Finance, preferred
Master’s degree, preferred
Experience working within a professional services firm such as accounting, financial services, business advisory, marketing, and/or banking industries, preferred
Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion), preferred

Responsibilities

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; drive 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 validate fixes
Contributes to training materials, jobs 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 partner 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). Collaborate with IT ERP Product Delivery teams who finalize the Technical Design Document (TDD) and those technical designs trace back to approved business requirement intent)
Serves as the business process SME lead for Financial modules demand items in ServiceNow. Ensure required intake fields are complete (i.e. outcomes, value driver, draft acceptance criteria, UAT owner, reporting impact)
Collaborates with IT ERP Product Delivery Team that a ServiceNow 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 impacts, training/comms needs, reporting impacts, finance compliance considerations)
Coordinates validation/UAT approach in partnership with FS PM & IT ERP Product Management and ensure validation evidence is captured in ServiceNow
Provides business readiness sign-off for releases impacting financial processes/modules; partner with IT ERP Product Delivery, who owns technical readiness and deployment execution
Translates Finance internal/external audit, compliance, and risk needs into business requirements and acceptance criteria for financial processes/modules.
Partners with Finance Compliance & Internal Audit to ensure business requirements include evidence expectations and auditability
Advocates for control automation and standardized reporting by specifying control outcomes and reporting needs; IT determines technical implementation
Participates in the ERP vendor discussions for the Oracle Financial modules by coordinating ongoing touchpoints with vendor and community product groups advocating for functionality enhancements in the product that represents functionality to better align with the firm’s business strategy, operating model and representing Accounting/Assurance/Tax Professional Services industry
Assists with the development and submission of Oracle enhancement requests and supporting artifacts (use cases, impact statements, prioritization rationale)
Other duties as required