Technology Director –Back Office Financial Systems

Raymond James•Saint Petersburg, FL

2d•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.

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.