Financial Systems Senior Business Process Lead - Oracle PPM

JOB DESCRIPTION
The Senior Business Process Lead – PPM is a Finance-led business process owner responsible for identifying business process capability gaps, standardizing business processes, defining and prioritizing Oracle ERP-enabled capabilities for Project Portfolio Management (PPM). This role leads the business "what/why" outcomes, value ranking business related requests, assembling business requirements intent, acceptance criteria approval, and business readiness for quarterly releases. The role partners closely with the IT ERP Product & Delivery organization, which owns the technical "how/when" of identified business-related requests, platform roadmap, solution design, delivery execution, environments, deployments, integrations, and technical readiness.

Job Summary
The Senior Business Process Lead – PPM is a Finance-led business process owner responsible for identifying business process capability gaps, standardizing business processes, defining and prioritizing Oracle ERP-enabled capabilities for Project Portfolio Management (PPM). This role leads the business "what/why" outcomes, value ranking business related requests, assembling business requirements intent, acceptance criteria approval, and business readiness for quarterly releases. The role partners closely with the IT ERP Product & Delivery organization, which owns the technical "how/when" of identified business-related requests, platform roadmap, solution design, delivery execution, environments, deployments, integrations, and technical readiness.

This position is also the Subject Matter Expert (SME) for the PPM workstream, partnering day-to-day with the existing business SME(s) in Advisory, Assurance, Tax and Finance to ensure requirements, decisions, testing, and readiness reflect real operational needs—without pulling the current SME/leaders into constant review and discussion mechanics.

The PPM focus areas are, but not limited to, Project Control, Project Costing, Project Billing, Project Contracts, Project Performance, Project Resource Management, Task Management, Customers, Capital Projects, Internal Projects, Project Cost Adjustments, Project Budget, Project Renew Amendments, Project Reserves, Project Close, Automation, AI and Reporting.

This position is to collaborate with Internal Audit to embed compliance/controls into defining business requirements and reporting requirements. This role does not own production support, system administration, or application configurations.

Job Duties
Workstream SME Leadership (PPM)

Serves as the Financial Systems SME and business process lead for the PPM workstream, partnering with the business process owner/SME(s) who retain operational process ownership

Partners collaboratively with the business process owner/SME(s) to validate process intent, confirm operational feasibility, and ensure changes are adopted effectively

Translates business SME input into clear outcomes, requirements intent, and acceptance criteria; drive timely decisions to avoid delivery delays

Maintains knowledge of current-state and target-state PPM processes, key policies, reporting needs, and control expectations

Develops and maintains business process maps (BPMN)

Develops and execute test scenarios/scripts (/UAT) and validate fixes

Contributes to training materials, jobs aids, SOPs and OGL

Business Process Capability Ownership (PPM )

Defines target-state business capabilities and process outcomes for PPM applications (e.g., project accounting outcomes)

Maintains the business capability requirements (what/why) and business value ranking to inform the ERP Product & Delivery team that retains accountability for delivery sequencing. Defines measurable success metrics and partner on value realization reporting (cycle time, quality, adoption, compliance outcomes)

Business Requirements Intent, Acceptance Criteria Approval & Traceability

Leads discovery with Finance/Operations stakeholders to capture business needs, pain points and desired outcomes. Drafts business requirements intent and business acceptance criteria, including controls/audit evidence needs, reporting impacts, and data integrity considerations

Partners with IT ERP Prodcut /Delivery teams who finalize the Functional Design Document (FDD); Collaborates with IT ERP Product Delivery teams who finalize the Technical Design Document (TDD) and those technical designs trace back to approved business requirement intent

Demand Intake & Backlog Governance (ServiceNow ? Azure DevOps (ADO)

Serves as the business process SME lead for PPM/ demand items in ServiceNow. Ensure required intake fields are complete (i.e. outcomes, value driver, draft acceptance criteria, UAT owner, reporting impact)

Collaborates with IT ERP Product Delivery Team t that a ServiceNow item has a linked ADO number and remains traceable through delivery and validation

Quarterly Release Governance — Business Readiness (Oracle cadence)

Business impact assessment for quarterly Oracle releases and firm-led changes (process impacts, training/comms needs, reporting impacts, Finance compliance considerations)

Coordinates validation/UAT approach in partnership with FS PM & IT ERP Product Management and ensure validation evidence is captured in ServiceNow
Provides business readiness sign-off for releases impacting PPM processes; partner with IT ERP Product Delivery Team, who owns technical readiness and deployment execution

Business Controls, Business Compliance, Business Risk & Reporting Integrity (Business requirements focus)

Translates Finance internal/external audit, compliance, and risk needs into business requirements and acceptance criteria for PPM/ processes/modules

Partners with Finance Compliance & Internal Audit to ensure business requirements include evidence expectations and auditability

Advocates for control automation and standardized reporting by specifying control outcomes and reporting needs; IT determines technical implementation

Vendor Engagement & Product Influence

Participates in the ERP vendor discussions for the PPM/ pillar by coordinating ongoing touchpoints with vendor and community product groups advocating for functionality enhancements in the product that represents functionality to better align with the firm's business strategy, operating model and representing Accounting/Assurance/Tax Professional Services industry

Assists with the development and submission of Oracle enhancement requests and supporting artifacts (use cases, impact statements, prioritization rationale)

Other duties as required

Supervisory Responsibilities

N/A

Qualifications, Knowledge, Skills, and Abilities:

Bachelor's degree and five (5) or more years of experience working with Oracle Cloud ERP-PPM and/or Oracle EBS – Projects required or High School Diploma or GED equivalent and nine (9) or more years of experience working with Oracle Cloud ERP-PPM and/or Oracle EBS – Projects, required

Bachelor's degree in accounting, Finance or, preferred

Master's degree, preferred

Experience

Experience working within a professional services firm such as accounting, financial services, business advisory, marketing and/or banking industries, preferred

License/Certifications

N/A

Software

Proficient in the use of Oracle Cloud ERP (PPM) and/or Oracle EBS (Projects), required

Proficient in the use of Business Intelligence Reporting Tools (i.e. OneStream, Hyperion), preferred

Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required

Language

N/A

Other Knowledge, Skills & Abilities

Superior verbal and written communication skills

Good technical and data analysis skills

Capable of working and communicating effectively with professionals at all levels

Able to work in a deadline-driven environment, and handle multiple projects/tasks with attention to detail

Able to multi-task while working independently or within a group environment

Superior analytical and diagnostic skills, with the ability to apply analysis in determining appropriate next steps

Excellent computer skills with the aptitude to learn new software applications

Superior customer service skills

Positive attitude and willingness to learn

Strong interest in accounting, finance and systems

National Range: $100,000 - $120,000

Maryland Range: $100,000 - $120,000

NYC/Long Island/Westchester Range: $100,000 - $120,000

About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !

Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

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