Financial Systems Senior Business Process Lead - Oracle PPM

BDO USA; Nashville (TN); On-site; USD 120,000 - 190,000; Full time

Job summary

BDO USA is seeking a Senior Business Process Lead – PPM to own and standardize Oracle ERP-enabled capabilities for Project Portfolio Management. You will identify capability gaps, rank value, and translate business needs into clear requirements for the IT ERP Delivery team.

You will partner with Finance, Advisory, Assurance, Tax and Internal Audit to ensure testing, decisions, and readiness reflect real operations, supporting quarterly Oracle releases and ensuring strong controls and reporting

Responsibilities

• 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
• 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
• 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
• 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 that a ServiceNow item has a linked ADO number and remains traceable through delivery and validation
• 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
• 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

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. 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 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