Job Description Summary
Responsible for the effective delivery of business change management activities across projects and initiatives. Ensure that the desired business outcomes are achieved and that the relevant stakeholders are ready and prepared for the change. Drive the change management process through support of analysts and shared service staff. Manage the development of business and customer impact assessments, stakeholder analysis, business transition plans, business readiness, and/or communication plans. Ensure effective communication and implementation strategies. Liaise with support functions in HR or corporate communications to help support an overall project initiative. Oversee the definition of training needs and delivery plans of various initiatives and lead the initiative involving company training specialists. Identify and develop risk mitigation and create resolution recommendations related to the delivery of the change program.
Job Description
Job Description
Responsible for the effective delivery of business change management activities across projects and initiatives. Ensure that the desired business outcomes are achieved and that the relevant stakeholders are ready and prepared for the change. Drive the change management process through support of analysts and shared service staff. Manage the development of business and customer impact assessments, stakeholder analysis, business transition plans, business readiness, and/or communication plans. Ensure effective communication and implementation strategies. Liaise with support functions in HR or corporate communications to help support an overall project initiative. Oversee the definition of training needs and delivery plans of various initiatives and lead the initiative involving company training specialists. Identify and develop risk mitigation and create resolution recommendations related to the delivery of the change program.
Job Summary
The Senior Manager of Corporate Performance Management (CPM) will play a critical leadership role in transforming Financial Reporting and Consolidations within a rapidly growing financial services organization. This individual will leverage deep systems expertise, process engineering skills, and strong business analysis and accounting knowledge to drive the design, optimization, and technical delivery of modern financial technology solutions. The role focuses on guiding technical and functional teams, architecting solutions, and ensuring high‑quality delivery of system enhancements and enterprise capabilities.
Essential Duties And Responsibilities
- Lead and guide the functional and technical support teams for Financial Reporting and Consolidations, ensuring effective solution direction, issue resolution, and consistent documentation.
- Own the technical deliverables for financial applications (e.g., OneStream), including functional specifications for configurations, integrations, reports, workflows, extensions, and customizations.
- Coordinate and align functional and technical teams to ensure cohesive delivery of solution components and to support effective decision-making around design tradeoffs.
- Provide expert guidance to Subject Matter Experts, driving standardized processes, best practices, and consistent configuration approaches across the finance systems environment.
- Evaluate design challenges, facilitate root-cause analysis, and guide stakeholders toward system- and process-related solutions aligned with industry best practices.
- Identify and communicate business impacts related to requirements or scope changes, ensuring technical teams adjust deliverables accordingly and that risks or dependencies are surfaced proactively.
- Define, refine, and maintain process workflows, roles, and responsibilities to support Finance transformation and ongoing operational excellence.
- Oversee the design and delivery of reporting enhancements and system capability expansions across the financial applications ecosystem.
- Lead the development and execution of testing strategies, including functional testing, user acceptance testing, and coordination of integration testing with technical resources.
- Ensure ongoing maintenance of training materials and user documentation, driving strong communication and adoption of new or updated system capabilities.
- Perform advanced troubleshooting and issue resolution, applying analytical skills to diagnose problems and recommend long-term solutions.
- Conduct recurring reviews of system processes and usage, identifying opportunities for further automation, efficiency improvements, and standardization.
- Oversee production support activities, prioritizing enhancements, managing escalated issues, and serving as the primary technical advisor to business stakeholders.
- Implement and maintain a robust control framework for Financial Reporting and Consolidations systems, ensuring compliance with required governance and control standards.
- Provide leadership and direction to team members, setting expectations, reviewing work quality, and guiding technical and functional contributors.
- Coach and develop team members, identifying skill gaps and recommending training and development opportunities that enhance team capability.
- Perform other duties as assigned.
Knowledge, Skills, And Abilities
Knowledge of
- Company’s working structure, policies, mission, and strategies.
- Strong, comprehensive knowledge of HFM and OneStream functional concepts, configuration, testing, and ability to update test plans and documentation to include latest application changes and enhancements.
- Full life cycle HFM and OneStream implementation experience.
- Solid knowledge and work experience in accounting and financial reporting.
- Solid knowledge of Business Intelligence reporting and analytics tools.
Skilled in
- Configuring and supporting HFM and OneStream applications, in particular Consolidations, Reporting, Translation, and Budget/Planning .
- Strong analytical and problem-solving skills.
- Strong verbal and written communication, presentation and interpersonal skills.
- Demonstrated leadership role in coaching and training more staff.
- Interpreting and applying policies and procedures.
- Establishing departmental objectives.
- Promoting effective coordination between business unit and other functional areas.
- Working effectively with Information Technology team of System Administrators, DBAs and Application Developers
Ability to
- Manage, coach and mentor others.
- Identify training needs and develop subordinates.
- Ability to clearly articulate ideas, solutions and recommendations at various levels ranging anywhere from senior management to business users to an IT team.
- Ability to quickly pick up new technologies quickly and gain an in-depth understanding of the solution architecture.
- Ability to be a self-starter accustomed to a fast-paced environment.
- Ability to successfully manage multiple tasks in a deadline-driven environment.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with many interruptions.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Education/Previous Experience
- Bachelor’s degree (B.A.) in Accounting, Finance, and/or Accounting Systems and a minimum of ten (10) years’ experience as a functional leader.
- OR ~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
Travel Required: No
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing
Work Experience
General Experience - 6 to 10 years, Manager Experience - 7 to 12 months
Certifications
PMI Project Management Professional (PMP) - Project Management Institute (PMI)
Travel
Less than 25%
Workstyle
Resident
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.
