Technology Director –Back Office Financial Systems

Job Description Summary

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.

Job Description

Responsibilities:

Strategic Leadership & Business Partnership

• 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.

Enterprise Financial Systems Leadership

• 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.

Transformation & Program Delivery

• 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.

AI & Automation Enablement

• 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.

Team & Talent Development

• 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.

Vendor & Stakeholder Management

• 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.

Risk, Controls & Operational Excellence

• 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.

Required Qualifications

• 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.

Preferred Experience

• 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.

Leadership Competencies

• 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

Education

Bachelor’s: Computer and Information Science (Required), Bachelor’s: Data Science, Bachelor’s: Information Technology

Work Experience

General Experience - More than 15 years, Manager Experience - 10 to 15 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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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