Director, Finance Business Systems

4 days ago

Beachwood OH United States Jewish Federation of Cleveland Full time

ABOUT THE FEDERATION


The Jewish Federation of Cleveland is the only organization in Cleveland that focuses on the health and vitality of the entire Jewish community. For more than 120 years, the Federation has created the critical scale necessary to drive meaningful social change and provide relief in times of crisis in ways no one person or organization could do alone. As Jewish Cleveland’s hub for innovative solutions and collaborative services, the Federation is able to change and improve lives in Cleveland, Israel, and around the world.


A leader in non-profit technology, the Federation’s Technology team provides solutions and services that support the Federation’s mission and drives organizational growth. The ideal candidate for this position brings a passion for solving complex problems and wants to apply that passion in a mission-based organization.


POSITION SUMMARY


The Jewish Federation is embarking on an exciting multi-year transformation of our entire business enterprise. The Federation’s vision is to reimagine the way we work by streamlining processes and implementing modern technology to support our thriving and growing internal and external communities. To help ensure the success of this transformation, the Federation has created a new position – Director, Finance Business Systems – to support the design, migration, and change enablement efforts of our financial business systems; as well as the ongoing management of the technology stack that powers our robust financial operations. The person in this position will work collaboratively with process and business owners, partners, vendors, leadership, and information technology staff throughout the transformation, and beyond, to help align the new financial systems with the finance department vision.


The Director, Finance Business Systems reports to the Managing Director, Business Systems and plays an important leadership role within the IT department, supporting our business partners with responsibility for the ongoing optimization, analysis, data governance, interoperability, maintenance, administration, support, life-cycle management, and training of the systems that support finance operations. The Director will also oversee administration, improvements, and end user support of a portfolio of financial systems, ensuring they effectively support the Federation’s expansive financial operations.


ESSENTIAL JOB FUNCTIONS


Transformation Activities:


  • Serve as a subject matter expert for Oracle NetSuite (core accounting, budgeting, planning), Investment Management solution (public market transactions, alternative investments, fund management) and accompanying finance systems during the design, implementation, rollout, and beyond.
  • Work with Program and Project Management resources on the finance system implementations to manage scope, schedule, and resources necessary to deliver the desired outcomes in accordance with business needs.
  • Oversee the collection of finance systems requirements to confirm they meet the needs of the Finance stakeholders; partnering with the technical resources to ensure they are implemented according to requirements.
  • Assist in coordination and execution of training and change management activities.
  • Participate in new finance system software evaluations, including supporting the development of requirements, creating RFPs, and software selection activities.
  • Lead post implementation support and training activities for finance systems to optimize user adoption and configuration.


Ongoing Activities:


  • Accountable for the optimization, configuration, administration, maintenance, usage, roadmap, and support of Federation’s full finance systems stack with the objective of ensuring stability, interconnectedness, efficiency, and integrity of solutions.
  • Partner closely with the Finance department on an ongoing basis to understand needs and drive solutions that are designed, implemented, supported, and aligned with business objectives.
  • Manage the ongoing finance systems lifecycle, including design, build, testing, as well as ongoing software updates; adhering to best practices related to systems support and development.
  • Work in partnership with the IT solutions architects to design and implement technical solutions that resolve business issues.
  • Develop, organize, promote, and implement effective Finance technology initiatives based on evolving business needs.
  • Provide appropriate documentation of system design decisions, use-cases, process flows, enhancements, and modifications.


QUALIFICATIONS


  • Bachelor’s degree in information systems, finance, accounting, or relevant experience. MBA or advanced degree, a plus.


Knowledge, Skills, Abilities and Personal Characteristics:


  • Experience managing and/or the implementation of financial enterprise systems. Relevant consulting and/or experience within a non-profit organization is a plus.
  • Capability and demonstrated experience with Oracle NetSuite software finance business process areas and core capabilities.
  • Familiarity and experience with Investment Management SaaS solutions (ie, Clearwater Analytics, Addepar, SS&C Geneva Accord), a plus.
  • Strong business acumen and functional understanding of core finance, accounting and investment processes.
  • Experience in project management and execution of complex system implementations.
  • Strong communication and collaboration skills, with the ability to lead discussions, articulate problems, brainstorm solutions, and drive change in how people think and approach work.
  • Strong analytical and problem-solving skills, with proven ability to translate business requirements into solutions.
  • Proven experience managing, mentoring, and developing employees.
  • Ability to work independently, prioritize and engage in a variety of tasks simultaneously while consistently meeting short deadline situations.
  • High attention to detail, follow-up, self-motivated, proactive, and solution minded.
  • Experience with enterprise CRM, Data Warehousing, Business Process Automation, a plus.

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