Manager, Accounting Technology and Business Process

ID
2021-14149
Job Locations
US-CA-San Francisco

 

At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued at First Republic. 

 

Incredible teams doing exceptional work, every day.

In Accounting, we’re responsible for recording and reconciling financial transactions, processing vendor payments, processing payroll, calculating and remitting taxes. We also produce external and internal financial reports and interpret accounting guidance.

 

Manager, Accounting Technology and Business Support

 

 

 

Duties and Responsibilities

The Manager, Accounting Technology and Business Support, will be part of the Accounting Financial Systems Support (AFSS) team. This role will closely partner with operational Accounting teams as it relates to improving Accounting systems, processes, and data. This individual will support process and technology improvements and contributing to key departmental and corporate initiatives supporting various Accounting teams. This role should have “client servicing” mindset with high degree of curiosity to understand all aspects of a business process to be able to identify improvement opportunities and translate them to actionable initiatives. The new team member will “own” requirement gathering and support design and technical enablement of identified improvements, furthering effective use of existing technology to minimize inefficiencies, drive data insights and improve controls.  In addition to driving new process and technical capabilities, this individual will have responsibility for supporting certain sustaining process/technology activities. The individual must thrive in a deadline-oriented and fast-paced environment and have a passion for continuous improvement.
 
What you’ll do as Manager, Accounting Technology and Business Support:

  • Partner with stakeholders in research and identification of pain points and improvement opportunities through detailed business process reviews, data gathering, end user interviews and research of area specific industry practices across all Accounting sub-functions – General Ledger, Accounts Payables, Fixed Asset Accounting, Lease Accounting, Tax and Financial Reporting
  • Conduct detailed dissecting of as-is business processes, documenting current state findings and gaps to the future target business capabilities, process models or technology objectives covering process, data, and technology capabilities
  • Translate business requirements to solution design options and program specifications, gather stakeholder feedback and take subsequent responsibility for solution delivery as well as post-golive solution ownership and end user support.
  • Collaborate with business process owners to analyze process productivity measures and translate these to specific application support delivery parameters and SLA
  • Support various corporate and department level projects by analyzing applicable technical architecture, data flows and data elements supporting Accounting teams in meeting project goals and timeline requirements
  • Lead and coordinate resources as part of process and system implementation, breaking down implementation objectives into individual project tasks, define roles and responsibilities and oversee effective delivery

 

  • Establish strong relationships with the end-user community in a role of a trusted application subject matter expert
  • Take on Application / Solution ownership activities providing full application support coverage including incident management, problem management, upgrade management, etc.
  • Monitor vendor investments in functionality upgrades to maximize Bank’s benefits from utilizing new features and maximizing end user adoption
  • Keep and maintain application development plans and conduct regular end-user updates on recently introduced or planned features
  • Perform routine system maintenance tasks including but not limited to creation of meta data, maintaining and monitoring completeness of data hierarchies
  • Continuously monitor application end user adoption patterns, and, as applicable identify and prototype new features and reports considering entire ecosystem of Bank’s Accounting systems
  • Support periodic activities associated with disaster recovery testing, regression testing, or other activities required by the bank technology policies
  • Monitor application compliance with applicable internal policies and procedures required by the Bank’s change control process

 


 

 

Qualifications

8+ years of experience in designing, implementing, and supporting accounting and finance technology solutions for such processes as General Ledger Accounting, Accounts Payable and Fixed Asset Accounting. Ideally this individual gathered this experience working in the Financial Services industry in application implementation and support role. To thrive and succeed within this unique culture and work environment, candidates must demonstrate humility, innate curiosity, and openness to new ideas/approaches. They must be hard working, confident, and goal oriented.
 
You could be a great fit if you have:

  • 8+ years of experience both implementing and supporting Accounting and Finance systems such as integrated ERP systems (Oracle is highly preferred) and Reporting and Performance Management systems (Oracle EPM is highly preferred)
  • Fundamental understanding of Finance and Accounting principles and foundational knowledge of compliance reporting in Financial Services industry
  • Finance process improvement experience including fit/gap analysis, opportunity prioritization, end-to-end solution implementation, and benefit validations across people/process/technology domains
  • Strong service orientation with ability to facilitate data gathering and lead business process workshops
  • Exceptional problem-solving, and analytical skills with emphasis on data-driven decision support
  • Experience with applying SQL query techniques for building solution proof of concepts
  • Strong knowledge of Finance and Accounting business processes and dependencies on Procurement, HR, IT, Internal Audit, and other functions
  • Foundational understanding of SOX compliance requirements and other regulatory requirements in Banking sector is preferred
  • Proven experience in synthesizing large amounts of information to key takeaways and insights
  • Strong interpersonal and verbal/written communication skills
  • Unquestionable ethics and integrity and commitment to excellence
  • Proficiency with key business applications including Excel, PowerPoint, Visio, Project
  • Ability to learn quickly when facing new situations, curiosity to experiment to find new solutions and desire to take on the challenge of unfamiliar tasks

    EDUCATION
  • A bachelor’s Degree in Business or Accounting fields is required

Professional certifications in the fields of Technology, Accounting or Project Management are a plus

 

Own your work and your career — apply now

Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career?  If so, then come join us.

 

We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.

 

We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.

 

If you are curious to learn more about this opportunity, we'd love to hear from you.

 

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

 

For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.

 

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