Associate Director, Finance Systems Technology Job Description Summary This position will follow our hybrid work model, with the selected candidate expected to be in the office 2-3 days a week at the St. Petersburg, FL Corporate Office location. Job Description We are seeking a seasoned Finance Technology Professional with experience in Finance ERP and EPM, as well as exposure to large development projects implementing a Finance Data Platform to support Financial and Regulatory initiatives. Experience in managing transformational initiatives, including moving current on-premise applications to SaaS solutions, is also desirable. The ideal candidate will be able to partner effectively with business SMEs and Project Stakeholders, Implementation Partners, and across Technology Support teams. They should be skilled in assessing vendors and solutions to meet Finance business needs and capable of managing complex projects. Responsibilities: Communicate effectively with technology leadership and key business stakeholders. Assist in developing and maintaining strategic technology roadmaps. Prepare for Technology/Architectural Assessment of new solutions. Work with Procurement on requirements and evaluation of new vendors and/or solutions. Manage project resources, including partnering effectively with business SMEs and Project Stakeholders, Implementation Partners, and across Technology Support teams. Conduct preliminary investigations for all project requests. Provide a proactive interface between project stakeholders and senior management. Develop, prepare, present, and maintain project plans. Perform project risk assessments. Manage projects and teams. Deliver systems on appropriate platforms in compliance with established technology standards. Manage all aspects of the project budget. Skills/Previous Experience: Minimum of six years of experience leading Finance Technology Transformation Initiatives. Advanced-level experience in project management, enterprise implementation, leadership, strategic planning, business acumen, applications development, and change management. Experience working with vendors, business partners, and key stakeholders. Understanding of core procure-to-pay business functions and corresponding supporting technologies. Experience with EPM/ERP platforms (Oracle, PeopleSoft, OneStream, or HFM) preferred. Prior knowledge of Data Warehousing or Finance Data Store Implementations is preferred. Knowledge of the following: Ability to read, analyze, interpret, and apply knowledge to assignments. Collaborative skills to accomplish work as a team. Detailed-oriented with a big-picture orientation. Application development and project life cycle methodologies and standards. Finance Technology Architectures and related interdependencies. Project selection and approvals; budgeting and business case preparation and analysis. Concepts of risk management, issue tracking, change management, and requirements gathering. Information technology support and technical documentation. Principles of banking and finance and securities industry operations. Licenses/Certifications: PMP/CSM or equivalent certification highly preferred. Education: Bachelor’s degree in Computer and Information Science or Information Technology required. Work Experience: General Experience – 10 to 15 years. Travel: Less than 25%. Workstyle: Hybrid. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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