VP Finance Process Innovation

Job Description Summary

Executive responsible for leading transformation initiatives and driving change. Responsible for developing and overseeing plans and programs to improve the organization's operating efficiency, with a key focus on using technology to analyze, understand, and improve the organization's operating processes.

Job Description

With a high degree of autonomy and strategic oversight, the Vice President of Finance Business Process Improvement (“BPI”) leverages extensive experience to spearhead major finance transformation and process improvement initiatives across diverse functional areas within Finance, driving organizational efficiency and impactful business outcomes. This leadership role is pivotal in executing high-stakes projects, programs, and processes, ensuring successful implementation through cross-functional collaboration.  This role will also lead the implementation of artificial intelligence strategies across the Finance organization.

Ability to lead complex assignments involving senior members of Finance function and other business and support areas across the firm. 

Essential Duties and Responsibilities

• Leadership and Mentorship: Lead, coach, mentor, and train teams in advanced process improvement methodologies, fostering a culture of continuous improvement.
• Strategic Consultation: Partner with senior management and process owners across Finance to identify and define high-impact process improvement opportunities, including through the use of artificial intelligence.
• Business Case Development: Craft and present compelling business cases to senior management, securing buy-in and sponsorship for strategic initiatives.
• Policy Compliance: Ensure all process reviews incorporate relevant policies, procedures, and regulatory requirements.
• Process Optimization: Drive comprehensive process improvements by identifying inefficiencies, designing re-engineering solutions, and developing detailed business and technical requirements.
• Prioritization: Effectively prioritize and oversee multiple projects and strategic initiatives in a rapidly evolving environment.
• Cross-Functional Collaboration: Collaborate with Finance teams and IT teams to develop system requirements that streamline processes and ensure seamless project implementation.
• Stakeholder Engagement: Maintain proactive communication with internal stakeholders to identify, research, and resolve issues, ensuring alignment and coordination across functional areas.
• Executive Reporting: Prepare and deliver insightful presentations and reports to senior management, providing updates on project progress, completions, and ad-hoc analyses as needed.
• Performs other duties and responsibilities as assigned.  Operates standard office equipment and uses required software applications.

Knowledge and General Skills

• Organizational Acumen: Understanding of the company's structure, policies, mission, and strategic objectives.
• Financial Services Knowledge: Knowledge of financial markets, products, and securities industry operations.
• Strategic Vision: Capable of translating broad concepts into actionable strategies and measurable success metrics.
• Analytical Excellence: Expert in analyzing business processes and identifying opportunities for improvement.
• Complex Problem Solving: Adept at developing and implementing sophisticated process improvement methodologies.
• Effective Communication: Strong ability to prepare and present management reports, ensuring clear and concise communication.
• Leadership: Proven ability to lead, coach, mentor, and inspire teams, fostering a collaborative and high-performance culture.
• Adaptability: Thrive under pressure, adept at managing conflict, and capable of prioritizing multiple projects in a dynamic environment.
• Influence and Motivation: Skilled at inciting enthusiasm, influencing, and persuading stakeholders to achieve desired outcomes.

Education

• Bachelor's degree in Accounting, Finance, or related fields.
• Manager Experience – 10 -15 years of progressive experience in business process improvement and financial services.

Travel

• Less than 5%

Workstyle

• Hybrid

Education

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

Work Experience

General Experience - More than 15 years, Manager Experience - 10 to 15 years

Certifications

PMI Project Management Professional (PMP) - Project Management Institute (PMI)

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 same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take 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.