Job Description

Job Summary

Under general direction, with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to lead major process improvement initiatives across multiple functional areas to meet organizational efficiency objectives, as well as provide functional support for the financial reporting & accounting systems. Leads major projects, programs or processes with significant business impact involving cross-functional teams. Leads project teams for special projects which may impact multiple business units and oversees with business process improvements and design of system solutions, 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. Extensive contact with internal customers at all levels, including senior management, is required to identify, research, analyze and resolve complex issues.

Essential Duties and Responsibilities

Team lead for cross departmental upgrades and implementations across systems and on complex issues.
Consults with management and other process owners to identify and define process improvement and technology solution opportunities.
Develops and presents business cases to senior management and business sponsors.
Prepares and delivers written and oral presentations to senior management.
Supports, maintains, troubleshoots complex issues and administers the primary software systems for the business area.
Works closely with the Information Technology department.
Provides subject matter expertise in financial services operations processes associated with financial accounting & management reporting.
Ensures policies, procedures and regulatory requirements are considered in process reviews and technology solutions.
Leads, coaches, mentors and trains others in using established process improvement and SLDC project management methodology.
Coordinates/Manages the promotion 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.
Generates project proposals for managerial review, implements approved proposals, documents and trains users and supports implemented processes.
Leads requirements gathering, project plan preparation, coding, user acceptance testing, documentation and implementation.
Creates complex reporting for the business area using modern reporting & analytics tools.
Maintains currency in process improvement techniques, methodologies and practices.
Qualifications Knowledge, Skills, and Abilities

Knowledge of

Financial services operations, including transaction processing, reporting and related systems.
Principles of banking and finance and securities industry operations.
Financial markets and products.
Principles, practices, and procedures of internal systems and processes.
Project Management processes and procedures.
Business Process Improvement Processes and Procedures.
System Requirements, Design, Testing and Implementations.

Skill in

Analyzing business processes and identifying process improvement opportunities.
Developing complex business cases.
Preparing written and oral presentations.
Designing and implementing technology solutions to solve business problems.
Developing implementation plans and maintaining project schedules and timelines.
Providing systems support for end users.
Strong analytical and problem skills sufficient to recognize and detect work errors and correct them, or offer resolution.
Strong detail-orientation.
Translating broad concepts into specific actions and related success measures.

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.
Prioritize and manage multiple projects and priorities in a fast-paced, dynamically changing environment.
Be self-motivated with strong sense of creativity and ability to work independently with confidence.
Promote team cohesiveness, cooperation and effectiveness.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Think logically and to analyze and solve problems.
Lead, coach, mentor and train others.
Partner with other functional areas to accomplish objectives.
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Incorporate needs, wants and goals from different business unit perspectives into process improvement & technology initiatives.
Read, interpret, analyze and apply information from professional journals and other business-related material.
Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.
Interpret and apply policies and identify and recommend changes as appropriate.
Communicate effectively, both orally and in writing.

Educational/Previous Experience Requirements

PeopleSoft Financials ERP experience preferred
Accounting / Finance knowledge required
Accounting / General Ledger Systems experience preferred
Bachelors degree with technical or business specification and 4 to 5 years experience including any combination of the following: systems administration and support, application administration, project management, technical consulting, business process improvement, software upgrade/implementation, systems analysis, general finance or accounting. ~or~
An equivalent combination of education, training or experience.

Licenses/Certifications

PMP certification preferred.