Senior Business Analyst, Data Analytics & CPM

Job Description Summary

Provide guidance, drive business transformation and strategic change, and create value by driving initiatives that reinvent the core of the business. Partner across the enterprise to introduce, enable, and adopt transformation methodologies and concepts within the product model. Model effectively—with deep understanding—agile execution, change management, and transformation advocacy across the business. Specialize in scaling transformation efforts across the organization, often leading multiple initiatives. Help more traditional companies transform to be product- or customer-led.

Job Description

Under limited supervision, specialized knowledge and skills obtained through training and experience to provide administration and support for the accounting systems and applications. Participate in the development and delivery of training curriculum to educate users on system functionalities and best practices. Support projects and establishes requirements to meet the information and process needs of the organization related to the business area. Acts as liaison to the business areas and systems users. Supports project teams for special projects which may impact multiple business units and oversees with business process improvements, 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.

Essential Duties and Responsibilities

· Supports, maintains, troubleshoots complex issues and administers the primary software systems for the business area. Develops SME/expert proficiency in 1-2 business area systems to address technical requests by super users and IT.

· Coordinates/manages the testing 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.

· Development of training curriculum and training materials for existing and new functionality

including leading training sessions for the purpose of empowering our business partners to

better use the systems and tools available to them.

· Ensure data integrity across financial systems through regular reviews and reconciliations.

Support the month-end close process and other accounting functions by maintaining accurate

and reliable data flows.

· Works closely with the Information Technology department, application vendors, and managed-

service partners to resolve technical and system issues.

· Leads cross-functional project teams for system upgrades and enhancements including the

development, testing, and implementation of new functionality within the system.

· Partner with Finance, IT, and other departments to align on system and process requirements,

gather feedback, and develop solutions that meet cross-departmental needs. Serve as the

accounting systems expert to support business initiatives.

· Leads requirements gathering, user acceptance testing, documentation and hypercare.

· Trains and mentors lower-level associates and interns.

· Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

· Strong knowledge of financial processes, including experience with financial close, consolidations, financial reporting, and FP&A.

· Principles, practices, and procedures of internal systems and processes.

· Project Management processes and procedures.

· Business Process Improvement Processes and Procedures preferred.

Skill in

· Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases at an intermediate level.

· Keyboard/typing and 10-dey data entry.

· Strong analytical and problem skills sufficient to recognize and detect work errors and correct

them or offer resolution.

· Strong detail-orientation.

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.

· Be self-motivated with strong sense of creativity and ability to work independently with

confidence.

· Provide excellent customer service to internal customers and foster team cohesiveness,

cooperation and effectiveness within the team and across the organization.

· Use appropriate interpersonal styles and communicate effectively, both orally and in writing,

with all organizational levels.

· Think logically to analyze and solve business problems.

Educational/Previous Experience Requirements

· OneStream, Hyperion (HFM), or other CPM system experience strongly preferred.

· Experience showing a strong knowledge of financial processes, including experience with

financial reporting, financial close, consolidations, and FP&A.

· Bachelor’s degree with technical or business specifications and three (3) to five (5) years’

experience including any combination of the following: systems administration, technical

customer support, application administration, software development, project management,

technical consulting, software upgrade/implementation, technical analysis, general finance or accounting.

· OR ~

· Any equivalent combination of experience, education, and/or training approved by Human

Resources.

Licenses/Certifications

· OneStream, Hyperion (HFM), or other CPM system certifications.

Travel Required: Yes, 5 % of the Time

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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 sameWork with and through others to achieve desired outcomes

 Make prompt, pragmatic choices and act with the client in mindTake 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.