Position Overview

Job Description

Harris Williams is an investment bank specializing in M&A advisory services, representing sellers and buyers of companies worldwide.  The firm is focused on providing sell-side and acquisition advisory services to leading private equity groups, as well as many Fortune 500 and privately held companies. Harris Williams’ approximately 500 employees operate out of six U.S. offices in Richmond, San Francisco, Boston, Cleveland, Minneapolis, and Washington, D.C., as well as our European advisory practices in London and Frankfurt. Harris Williams is a subsidiary of The PNC Financial Services Group, Inc. (NYSE:PNC). For more information, please visit our website at: www.harriswilliams.com.  MEMBER FINRA/SIPC.

Core Competencies:

Within Harris Williams IT, the Finance Solutions Product Manager role will help drive our competitive advantage in investment banking execution by differentiating with technology.  Focus for this role will be on Finance technology solutions.    

The solutions product manager will operate with a customer-centric mindset working closely with internal clients to synthesize business needs and system functionality into an innovative, executable vision for Finance.  As a key program leader, the solutions product manager will research, assess, design and lead the implementation of technology solutions in partnership with Finance and technical engineering resources both internally and externally.  This is a hands-on role; you will lead by doing.

This role is responsible for working closely with our finance partners to develop our future technology vision and implementation roadmap based on our pending move to the Oracle platform.  This individual will lead the effort to design a simplified and automated technology suite of solutions that will provide finance and the firm with leverage to grow.

Core Responsibilities:

Vision

• Create a technology product strategy that modernizes, automates and simplifies work for both finance and IT, working closely with the Finance department.

• Establish and maintain strong relationships with stakeholders, becoming a Trusted Advisor to guide strategic decisions and ensure alignment with business objectives.

• Leverage deep domain expertise to provide insights and recommendations, tailoring solutions to meet industry-specific challenges and opportunities.

• Ability to work with internal clients, including senior levels, to prioritize both large-scale initiatives and smaller tasks to ensure timely and efficient completion, balancing immediate needs with long-term goals and managing stakeholder expectations.

• Understand and contribute to all design aspects needed for any given financial IT solution (business requirements, application, information and data, risk, technology integration, and infrastructure).

• Collaborate with Infrastructure, Security, Service Desk and Enterprise Application teams to ensure solutions adhere to Harris Williams IT standards.

• Utilize data analytics and metrics to inform decision-making processes, driving strategic initiatives and achieving measurable outcomes.

• Establish and maintain strong relationships with vendors, ensuring they meet performance standards and deliver value to the organization

• Collaborate with Finance to develop and manage the product budget, ensuring alignment with strategic goals and efficient use of resources.

• Stay updated with the latest technology trends and continuously seek ways to improve financial systems and processes.

Product Ownership

• IT owner for all HW financial solutions such as Great Plains (current ERP), Oracle (future ERP), Purchasing and Procurement, Expense Management, and FP&A.

• Lead a direct and indirect team to sustain the existing platform, MS Dynamics Great Plains, while collaborating with external consultants to plan, design and implement a new platform, Oracle.

• Responsible for all areas of IT product ownership such as product strategy, product backlog prioritization and management, s