Senior Business Analyst, Data Analytics & CPM
Raymond James
Job Description
Job 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.
Role Overview
Under limited supervision, utilize 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 establish requirements to meet the information and process needs of the organization related to the business area.
Act as liaison to the business areas and systems users. Support project teams for special projects that may impact multiple business units and oversee business process improvements, many of which will have significant financial impact on the entire company. Perform and manage varied work that is difficult in character requiring evaluation, originality, and ingenuity.
Resolve or recommend solutions to complex problems.
Essential Duties & 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 and 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.
- Develops training curriculum and training materials for existing and new functionality and leads training sessions for the purpose of empowering business partners to better use the systems and tools available to them.
- Ensures data integrity across financial systems through regular reviews and reconciliations.
- Supports 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 development, testing, and implementation of new functionality within the system.
- Partners with Finance, IT, and other departments to align on system and process requirements, gather feedback, and develop solutions that meet cross‑departmental needs. Serves as the accounting systems expert to support business initiatives.
- Leads requirements gathering, user acceptance testing, documentation, and hyper‑care.
- Trains and mentors lower‑level associates and interns.
- Performs other duties and responsibilities as assigned.
Knowledge, Skills & Abilities
- 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.
- 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‑day data entry.
- Strong analytical and problem‑solving skills sufficient to recognize and detect work errors and correct them or offer resolution.
- Strong detail‑orientation.
- 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 a 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 & Experience Requirements
- Bachelor’s degree in Accounting, Business Administration, Data Processing, or a related field.
- Three (3) to five (5) years’ experience, including any combination of systems administration, technical customer support, application administration, software development, project management, technical consulting, software upgrade/implementation, technical analysis, general finance, or accounting.
- Experience with financial processes, including security close, consolidations, financial reporting, and FP&A.
- Experience with OneStream, Hyperion (HFM), or other CPM systems strongly preferred.
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Certifications & Licenses
- OneStream, Hyperion (HFM), or other CPM system certifications.
Travel & Workstyle
Travel: Yes, 5 % of the time. Workstyle: Resident.
Compensation & Benefits
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.
Equal Opportunity Employment
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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