Raymond James Financial, Inc

Manager, Finance Business Applications (Corporate Performance Management)

Raymond James Financial, Inc$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Information Systems, Business Administration, or a related field.
  • Seven or more years of experience in enterprise Finance organizations supporting CPM and financial applications.
  • Three or more years in a leadership position with a track record of developing high-performing teams.
  • In-depth knowledge of finance systems and processes such as planning, budgeting, and reporting.
  • Strong understanding of governance, SOX compliance, and financial data integrity.

Responsibilities

  • Lead and develop a high-performing Finance Business Applications team.
  • Serve as the functional owner of CPM application portfolio including OneStream and Oracle Hyperion.
  • Build partnerships with key Finance stakeholders to align technology with business priorities.
  • Ensure ongoing governance and optimization of finance applications.
  • Drive continuous improvement in Finance processes and reporting capabilities.
  • Champion adoption of cloud-based solutions and emerging technologies.
  • Collaborate with PMO and IT to ensure effective delivery of Finance projects.

Benefits

  • Medical, dental, and vision insurance.
  • Life, critical illness, and accident insurance.
  • Disability benefits.
  • Retirement savings plan.
  • Paid time off including vacation, holidays, and sick leave.
  • Parental leave.
Full Job Description
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

The Manager, Finance Business Applications (Corporate Performance Management) serves as the functional leader for the organization's Corporate Performance Management (CPM) application portfolio, responsible for the administration, support, governance, and continuous improvement of enterprise Finance solutions, including OneStream, Oracle Hyperion, BlackLine, and Workiva. Reporting within the Finance organization, this hands-on leadership role leads the Finance Business Applications team and partners closely with Financial Planning & Analysis (FP&A), Consolidations, Financial Reporting, Corporate Accounting, and other Finance stakeholders to ensure Finance systems effectively support planning, consolidation, financial close, management reporting, external reporting, and regulatory requirements.

This role requires a unique combination of exceptional people leadership, deep Finance systems expertise, business partnership, and operational excellence. The Manager is responsible for developing a high-performing team while driving application strategy, governance, continuous improvement, and the successful delivery of Finance application initiatives. As a key leader supporting the organization's Finance transformation strategy, the Manager will champion innovation by identifying opportunities to modernize Finance through cloud-based (SaaS) solutions, automation, artificial intelligence (AI), and emerging technologies while maintaining a strong internal control environment and ensuring Finance applications remain reliable, scalable, secure, and well governed. Working collaboratively with the Finance Project Management Office (PMO), Information Technology, and strategic software vendors, this leader is responsible for ensuring the Finance Business Applications team successfully delivers work throughout the solution lifecycle, including solution design, configuration, testing, user enablement, deployment, hypercare, and ongoing production support.

Responsibilities

  • Lead, coach, mentor, and develop a high-performing Finance Business Applications team, fostering a culture of accountability, collaboration, innovation, continuous improvement, and exceptional customer service.
  • Serve as the functional owner of the Corporate Performance Management application portfolio, including OneStream, Oracle Hyperion, BlackLine, and Workiva.
  • Build trusted partnerships with FP&A, Consolidations, Financial Reporting, Corporate Accounting, and other Finance stakeholders to understand business priorities and deliver technology-enabled solutions that improve Finance operations.
  • Provide leadership for the ongoing administration, enhancement, governance, and optimization of Finance business applications, ensuring they continue to meet evolving business and regulatory requirements.
  • Drive continuous improvement by identifying opportunities to streamline Finance processes, automate manual activities, improve reporting capabilities, and enhance the overall user experience.
  • Champion the adoption of cloud-based (SaaS) technologies, automation, artificial intelligence (AI), and emerging capabilities that improve operational efficiency, strengthen controls, and deliver measurable business value.
  • Partner with the Finance PMO to execute Finance transformation initiatives, ensuring the Finance Business Applications team successfully delivers assigned work throughout the project lifecycle, including solution design, configuration, testing, training, deployment, hypercare, and post-production support.
  • Collaborate with Information Technology and software vendors to implement scalable, reliable, and well-governed Finance solutions that align with business objectives.
  • Establish and maintain governance over application configuration, metadata, business rules, reporting structures, user access, security, and business processes.
  • Ensure Finance systems effectively support planning, budgeting, forecasting, consolidation, financial close, management reporting, external financial reporting, and evolving business requirements.
  • Maintain a strong internal control environment by ensuring Finance applications support Sarbanes-Oxley (SOX) compliance, segregation of duties (SoD), audit readiness, financial data integrity, and sound governance practices.
  • Partner with Internal Audit, Risk, Compliance, Information Technology, and external auditors to support regulatory compliance, application controls, and change management processes.
  • Manage relationships with software vendors and consulting partners, including software renewals, product roadmaps, service delivery, and strategic planning.
  • Develop operational metrics and service standards while continuously improving the effectiveness, stability, and business value of the Finance application portfolio.


Required Qualifications
  • Bachelor's degree in Finance, Accounting, Information Systems, Business Administration, or a related discipline.
  • Seven or more years of progressive experience supporting enterprise Finance organizations through Corporate Performance Management (CPM), Financial Close, Financial Reporting, or other Finance business applications.
  • Three or more years of experience leading and developing high-performing teams.
  • Deep knowledge of enterprise Finance systems and Finance business processes, including planning, budgeting, forecasting, consolidation, financial close, management reporting, external financial reporting, and Finance data governance.
  • Demonstrated experience partnering with Finance leaders to optimize business processes through enterprise Finance applications.
  • Strong understanding of Finance application governance, internal controls, Sarbanes-Oxley (SOX), segregation of duties (SoD), audit readiness, and financial data integrity.
  • Exceptional leadership, communication, analytical, organizational, and relationship management skills.


Preferred Qualifications
  • Experience supporting Corporate Performance Management platforms such as OneStream, Oracle Hyperion, BlackLine, Workiva, or comparable enterprise Finance applications.
  • Experience with cloud-based (SaaS) Finance platforms and modern Finance technology ecosystems.
  • Experience supporting Finance transformation initiatives, enterprise Finance system implementations, or Finance modernization programs.
  • Experience evaluating or implementing automation, workflow, robotic process automation (RPA), artificial intelligence (AI), or other emerging technologies within Finance organizations.
  • Experience working within the financial services industry or another highly regulated environment.


Leadership Competencies
  • Proven people leader with a passion for coaching, mentoring, and developing high-performing teams.
  • Deep expertise in enterprise Finance systems with a strong understanding of how technology enables Finance organizations and drives business value.
  • Trusted business partner capable of building strong relationships with FP&A, Consolidations, Financial Reporting, Corporate Accounting, the Finance PMO, Information Technology, and strategic software vendors.
  • Hands-on leader who remains actively engaged in the team's most complex business, application, and operational challenges.
  • Change agent who embraces innovation, cloud technologies, automation, AI, and continuous improvement to modernize Finance operations.
  • Strong understanding of governance, internal controls, risk management, regulatory compliance, and the importance of maintaining a well-controlled Finance application environment.
  • Customer-focused leader committed to delivering reliable, scalable, and business-centric solutions that enable Finance to operate efficiently, effectively, and with confidence.
  • Strategic thinker who balances operational excellence with transformation, ensuring the Finance application portfolio continues to evolve while maintaining stability, compliance, and business continuity.


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
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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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