Senior Advisor, Finance Business Application Support

Job Description

Job Summary

Under limited supervision, uses specialized knowledge and skills obtained through training and experience to provide administration and support for the accounting systems and applications. Participate in the development and delivery of training curriculum to educate users on system functionalities and best practices. Lead projects and establishes requirements to meet the information and process needs of the organization related to the business area. Acts as liaison to the business areas and systems users. Leads project teams for special projects which may impact multiple business units and oversees with business process improvements, many of which will have significant financial impact on the entire company. Performs and manages varied work that is difficult in character requiring evaluation, originality and ingenuity. Resolves or recommends solutions to complex problems.

Essential Duties and Responsibilities

• Supports, maintains, troubleshoots complex issues and administers the primary software systems for the business area. Develops SME/expert proficiency in 1-2 business area systems to address technical requests by super users and IT.

• Coordinates/manages the testing of patches, fixes and upgrades to business systems via the standard testing path of Development, QA and Production, while working with impacted business users to complete thorough UAT and cradle-to-grave testing.

• Development of training curriculum and training materials for existing and new functionality including leading training sessions for the purpose of empowering our business partners to better use the systems and tools available to them.

• Ensure data integrity across financial systems through regular reviews and reconciliations. Support the month-end close process and other accounting functions by maintaining accurate and reliable data flows.

• Works closely with the Information Technology department, application vendors, and managed-service partners to resolve technical and system issues.

• Leads cross-functional project teams for system upgrades and enhancements including the development, testing, and implementation of new functionality within the system.

• Partner with Finance, IT, and other departments to align on system and process requirements, gather feedback, and develop solutions that meet cross-departmental needs. Serve as the accounting systems expert to support business initiatives.

• Leads requirements gathering, project plan preparation, user acceptance testing, documentation and implementation.

• Trains and mentors lower-level associates and interns.

• Performs other duties and responsibilities as assigned.

Knowledge of

• Strong knowledge of financial processes, including experience with financial close, consolidations, financial reporting, and FP&A.

• Principles, practices, and procedures of internal systems and processes.

• Project Management processes and procedures.

• Business Process Improvement Processes and Procedures preferred.

Skill in

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases at an intermediate level.

• Keyboard/typing and 10-dey data entry.

• Strong analytical and problem skills sufficient to recognize and detect work errors and correct them, or offer resolution.

• Strong detail-orientation.

Ability to

• Plan, organize, manage, and track multiple detailed work assignments with constantly changing priorities and close deadlines in a fast-paced work environment.

• Constructively work under stress and pressure and produce a high volume of assignments using strong organizational and time management skills to meet deadlines.

• Be self-motivated with strong sense of creativity and ability to work independently with confidence.

• Provide excellent customer service to internal customers and foster team cohesiveness, cooperation and effectiveness within the team and across the organization.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

• Think logically and to analyze and solve problems.

Education/Previous Experience

• OneStream, Hyperion (HFM), or other CPM system experience strongly preferred

• Experience showing a strong knowledge of financial processes, including experience with financial reporting, financial close, consolidations, and FP&A.

• Bachelor's degree with technical or business specification and three (3) to five (5) years' experience including any combination of the following: systems administration, technical customer support, application administration, software development, project management, technical consulting, software upgrade/implementation, technical analysis, general finance or accounting.

• OR ~

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• PMP or CAPM certification preferred

Travel Required: Yes, 5 % of the Time

Education
Bachelor's: Accounting, Bachelor's: Computer and Information Science, Bachelor's: Finance

Work Experience
General Experience - 3 to 6 years

Certifications
PMI Project Management Professional (PMP) - Project Management Institute (PMI)

Travel
Less than 25%

Workstyle
Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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