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 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

  • Contracts and Procurement

• 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, or a related field (advanced degree preferred).

• 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)

  • Financi