Lead requirements elicitation, fit‑gap analysis, and creation of Functional Requirement Documents (FRDs) and functional specifications; validate design assumptions and seek clarifications as needed.
Author, review, and validate solution designs (techno-functional), ensuring alignment to architectural standards, controls, and best practices.
Oversee application configuration, set-ups, and related changes, including AWE/workflow and approval controls as applicable.
Perform functional/process impact assessments for new features, PUM content, defect fixes, and enhancements.
Partner with Finance, Controllers, Tax, and Compliance to translate global and local regulatory and statutory requirements (SOX, local statutory close, intercompany, regulatory reporting) into PeopleSoft configurations, customizations, integrations, and control frameworks.
Build, Quality & Release
Direct and participate in technical development of code components (PeopleTools, PeopleCode, Application Engine, CI, Integration Broker, SQR, BI Publisher, SQL/Oracle) aligned to coding and quality standards.
Own unit testing, test design and execution, and partner with Business for UAT test script preparation and validation.
Drive performance testing (tool-based/manual) and load testing (with appropriate resource onboarding); analyze and remediate performance bottlenecks.
Coordinate bundle/PUM/tool upgrades; plan regression test strategy and lead defect triage/resolution.
Support feature development/integration for third‑party applications via appropriate PeopleSoft interfaces.
Run Operations, Incident & Problem Management
Provide daily application support for user requests/issues; ensure timely resolution of tickets with clear communication and documentation.
Lead and participate in production triage calls for high-priority issues; establish workarounds and deploy fixes following established change processes.
Ensure Severity 1 issues receive 24x7x365 attention, meeting response and resolution targets.
Deliver extended coverage for critical events (e.g., month/quarter/year‑end close) and weekend/off-hours support for DR testing, upgrades, and infrastructure changes.
Produce monthly status reports, service metrics, and trend analysis across all support levels and resources; identify pain points and recommend best practices and automation to prevent recurrences.
Partner & Vendor Coordination
Coordinate with Oracle for bug fixes using Jefferies’ service account; track SRs through resolution.
Manage collaboration with onsite/offsite teams; allocate and guide resources, oversee deliverables, and maintain day‑to‑day execution discipline.
Act as single point of contact for offshore activities – resources, deliverables, conflict/issue resolution; report progress and escalate risks proactively.
Maintain ongoing communications with the Project Managers and Jefferies/Nikko stakeholders.
Project/Governance & Documentation
Drive enhancements and rollouts prioritized by the JV; lead scope and estimation with the onsite PM.
Maintain and update the Jefferies knowledge repository and all remediation / enhancement documentation.
Review and validate deliverables; provide solutioning and design guidance consistent with PM strategic vision.
Schedule and lead recurring governance meetings; ensure transparent reporting, traceability, and audit‑readiness.
Adhere to the Firm’s Change Management policy and timelines, ensuring all required change artifacts are properly prepared, documented, and approved.
Required Skills
15+ years of hands-on PeopleSoft Financials experience, with 5+ years in a senior/lead techno‑functional capacity supporting Finance modules (GL, AP, AM, PC, Contracts, AR, and Billing).
Demonstrated experience with PeopleSoft FSCM 9.2, PUM cycles, PeopleTools upgrades, and end-to-end change management in regulated environments.
Proficiency in PeopleTools stack: PeopleCode, Application Engine, Component Interface, Integration Broker, SQR, BI Publisher, Application Designer; solid SQL/PL‑SQL and Oracle DB skills.
Strong functional finance acumen (close processes, controls, reconciliations, subledger-to-GL flows) and experience supporting critical close cycles.
Proven track record coordinating with third‑party systems such as Concur and building/maintaining interfaces.
Proven experience with enterprise data marts and data lakes, enabling analytics through integration with BI and dashboarding tools
Hands-on incident/problem/change management with ITSM tools (e.g., ServiceNow / Jira), including Sev‑1/major incident triage and root-cause analysis.
Experience leading UAT, performance/load testing, and DR/resiliency testing; rigorous adherence to coding and quality standards.
Excellent stakeholder management and communication skills; ability to translate business needs into scalable designs and clear deliverables.
Leadership experience managing global teams, reviewing deliverables, and driving governance.
Qualifications
Bachelor’s degree in information systems, Computer Science, Engineering, or related field; advanced degree a plus.
Experience in capital markets / financial services environments with SOX, audit, and control frameworks.
Familiarity with AWE/Workflow, Fluid UI, Pivot Grids, and BI Publisher reporting best practices.
Exposure to automation (e.g., job scheduling, regression test automation, monitoring/alerting).
Oracle/PeopleSoft certifications preferred.
Primary Location Full Time Salary Range of $140,000 - $160,000
