Director, Finance Business Systems

2 weeks ago

Cleveland, United States Jewish Federation of Cleveland Full time

The Jewish Federation of Cleveland is embarking on its first multi-year transformation of their financial business systems. To help ensure the success of this transformation, the Federation has created this new position – Director, Finance Business Systems – to support the design, migration, and change enablement efforts; 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 core financial system (Oracle NetSuite) and accompanying finance systems with the finance department vision. The Director,

Finance Business Systems – who will report directly to the Managing Director, Business Systems – will play an important leadership role

within the IT department, 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 (core Accounting, Endowment Management, Budgeting). 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 the Federation’s subject matter expert for Oracle NetSuite 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 ongoing post implementation day-to-day operational 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 Experience managing and/or the implementation of financial enterprise systems (specifically Oracle NetSuite). Experience within a non-profit organization is a plus. Deep understanding of Oracle NetSuite software system modules, architecture, roles, workflows, functionality, processes, and customization capabilities. Strong business acumen and functional understanding of core finance and accounting 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, AI, a plus.

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