Technology Director –Back Office Financial Systems

Raymond James•Saint Petersburg, FL
•Hybrid

About The Position

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, and 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.

Requirements

  • 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.
  • Strategic thinker with strong execution discipline.
  • Excellent communication and stakeholder‑management skills.
  • Results‑oriented, with the ability to navigate complex organizations.
  • High integrity, sound judgment, and a collaborative leadership style.
  • Bachelor’s: Computer and Information Science (Required), Bachelor’s: Data Science, Bachelor’s: Information Technology
  • General Experience - More than 15 years
  • Manager Experience - 10 to 15 years

Nice To Haves

  • Experience supporting OneStream or other cloud EPM solutions or Cloud Finance ERP solutions.
  • Experience with Oracle Financial platforms, including: PeopleSoft, 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.

Responsibilities

  • 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 system 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.

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • critical illness insurance
  • accident insurance
  • disability benefits
  • retirement savings
  • paid time off (including vacation, holidays, and sick leave)
  • parental leave
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