15+ years of hands-on PeopleSoft Financials experience, with 5+ years in a senior/lead techno-functional capacity.
Demonstrated experience with PeopleSoft FSCM 9.2 and end-to-end change management in regulated environments.
Proficiency in PeopleTools stack including PeopleCode, Application Engine, and SQL/PL-SQL.
Strong functional finance acumen, particularly in close processes and reconciliations.
Proven track record coordinating with third-party systems like Concur and building interfaces.
Experience leading UAT, performance/load testing, and DR/resiliency testing.
Excellent stakeholder management and communication skills.
Responsibilities
Provide end-to-end functional and technical consulting for PeopleSoft FSCM 9.2 solutions.
Lead requirements elicitation and create Functional Requirement Documents (FRDs).
Author and validate solution designs ensuring alignment to architectural standards.
Oversee application configuration and related changes, including workflow controls.
Perform functional/process impact assessments for new features and enhancements.
Provide daily application support for user requests and ensure timely resolution of issues.
Coordinate with Oracle for bug fixes and manage collaboration with onsite/offsite teams.
Benefits
Opportunity to work in a hybrid environment with global stakeholders.
Engagement in critical financial close cycles, enhancing professional growth.
Access to advanced tools and technologies in a leading financial services firm.
Involvement in continuous improvement initiatives and best practices.
Potential for leadership development and management experience.
Full Job Description
Job Description
Jefferies seeks a Techno-Functional Application Engineer to lead and evolve our PeopleSoft Financials 9.2 landscape across global legal entities for the Jefferies Nikko Joint Venture (called JV). The financials application is currently being implemented with General Ledger, Accounts Payable, Asset Management, Billing and Accounts Receivable modules configured. This role is responsible for end-to-end functional support, technical solutioning, stability and controls, enhancements, and continuous improvement across core finance modules. The VP will partner closely with Jefferies and Nikko stakeholders to manage workflows and processes, drive best practices, prevent recurring issues, and ensure high-quality delivery and service continuity - especially during critical financial close cycles.
The ideal candidate is an experienced, independent self-starter with sound judgment, a proactive approach to problem solving, and the ability to partner effectively across internal and external parties including senior leadership in a hybrid work environment.
Key Responsibilities:
Functional & Technical Ownership
Provide end-to-end functional and technical consulting for PeopleSoft FSCM 9.2 solutions across GL, AP, AM, PC, Contracts, AR, Billing, and related integrations (including but not limited to Concur, IBM Maximo, MoneyForward, other 3rd party vendor applications and some of our in-house Sub-Ledgers).
Lead requirements elicitation, fit-gap analysis, and creation of Functional Requirement Documents (FRDs) and functional specifications; validate design assumptions and seek clarifications as needed.
Author, review, and validate solution designs (techno-functional), ensuring alignment to architectural standards, controls, and best practices.
Oversee application configuration, set-ups, and related changes, including AWE/workflow and approval controls as applicable.
Perform functional/process impact assessments for new features, PUM content, defect fixes, and enhancements.
Partner with Finance, Controllers, Tax, and Compliance to translate global and local regulatory and statutory requirements (SOX, local statutory close, intercompany, regulatory reporting) into PeopleSoft configurations, customizations, integrations, and control frameworks.
Build, Quality & Release
Direct and participate in technical development of code components (PeopleTools, PeopleCode, Application Engine, CI, Integration Broker, SQR, BI Publisher, SQL/Oracle) aligned to coding and quality standards.
Own unit testing, test design and execution, and partner with Business for UAT test script preparation and validation.
Drive performance testing (tool-based/manual) and load testing (with appropriate resource onboarding); analyze and remediate performance bottlenecks.
Coordinate bundle/PUM/tool upgrades; plan regression test strategy and lead defect triage/resolution.
Support feature development/integration for third-party applications via appropriate PeopleSoft interfaces.
Run Operations, Incident & Problem Management
Provide daily application support for user requests/issues; ensure timely resolution of tickets with clear communication and documentation.
Lead and participate in production triage calls for high-priority issues; establish workarounds and deploy fixes following established change processes.
Deliver extended coverage for critical events (e.g., month/quarter/year-end close) and weekend/off-hours support for DR testing, upgrades, and infrastructure changes.
Produce monthly status reports, service metrics, and trend analysis across all support levels and resources; identify pain points and recommend best practices and automation to prevent recurrences.
Partner & Vendor Coordination
Coordinate with Oracle for bug fixes using Jefferies' service account; track SRs through resolution.
Manage collaboration with onsite/offsite teams; allocate and guide resources, oversee deliverables, and maintain day-to-day execution discipline.
Act as single point of contact for offshore activities - resources, deliverables, conflict/issue resolution; report progress and escalate risks proactively.
Maintain ongoing communications with the Project Managers and Jefferies/Nikko stakeholders.
Project/Governance & Documentation
Drive enhancements and rollouts prioritized by the JV; lead scope and estimation with the onsite PM.
Maintain and update the Jefferies knowledge repository and all remediation / enhancement documentation.
Review and validate deliverables; provide solutioning and design guidance consistent with PM strategic vision.
Schedule and lead recurring governance meetings; ensure transparent reporting, traceability, and audit-readiness.
Adhere to the Firm's Change Management policy and timelines, ensuring all required change artifacts are properly prepared, documented, and approved.
Required Skills:
15+ years of hands-on PeopleSoft Financials experience, with 5+ years in a senior/lead techno-functional capacity supporting Finance modules (GL, AP, AM, PC, Contracts, AR, and Billing).
Demonstrated experience with PeopleSoft FSCM 9.2, PUM cycles, PeopleTools upgrades, and end-to-end change management in regulated environments.
Proficiency in PeopleTools stack: PeopleCode, Application Engine, Component Interface, Integration Broker, SQR, BI Publisher, Application Designer; solid SQL/PL-SQL and Oracle DB skills.
Strong functional finance acumen (close processes, controls, reconciliations, subledger-to-GL flows) and experience supporting critical close cycles.
Proven track record coordinating with third-party systems such as Concur and building/maintaining interfaces.
Proven experience with enterprise data marts and data lakes, enabling analytics through integration with BI and dashboarding tools
Hands-on incident/problem/change management with ITSM tools (e.g., ServiceNow / Jira), including Sev-1/major incident triage and root-cause analysis.
Experience leading UAT, performance/load testing, and DR/resiliency testing; rigorous adherence to coding and quality standards.
Excellent stakeholder management and communication skills; ability to translate business needs into scalable designs and clear deliverables.
Leadership experience managing global teams, reviewing deliverables, and driving governance.
Qualifications:
Bachelor's degree in information systems, Computer Science, Engineering, or related field; advanced degree a plus.
Experience in capital markets / financial services environments with SOX, audit, and control frameworks.
Familiarity with AWE/Workflow, Fluid UI, Pivot Grids, and BI Publisher reporting best practices.
Exposure to automation (e.g., job scheduling, regression test automation, monitoring/alerting).
Oracle/PeopleSoft certifications preferred.
Primary Location Full Time Salary Range of $140,000 - $160,000
About Jefferies Financial Group
Jefferies Financial Group Inc. is a diversified financial services company that operates in investment banking, capital markets, asset management, and direct investing. The company was founded in 1962 and is headquartered in New York City. Jefferies Financial Group has operations in over 30 countries and employs over 4,000 people. The company's businesses include Jefferies, a global investment bank; Leucadia Asset Management, an asset management firm; and Berkadia, a commercial real estate company. Jefferies Financial Group is publicly traded on the New York Stock Exchange under the ticker symbol JEF.
