Business Unit:
Information Technology Industry:
No Industry
Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.
Overview
Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. Houlihan Lokey is the No. 1 investment bank for all global mergers and acquisitions (M&A) transactions, the No. 1 M&A advisor for the past seven consecutive years in the U.S., the No. 1 global restructuring advisor for the past eight consecutive years, and the No. 1 global M&A fairness opinion advisor for the past 20 years, all based on number of transactions and according to data provided by Refinitiv. For more information, please visit www.hl.com.
Scope
The firm's financial technology platforms sit at the center of how Houlihan Lokey closes its books, reports its results, and scales as a global financial institution. As Senior Vice President, Financial Systems & Technology, you own the strategy, delivery, and ongoing health of these platforms and the teams that build, run, and support them, ensuring the systems the business depends on are reliable, well-governed, and ready to grow with the firm.
The current financial technology environment includes Oracle and SAP Concur, with a roadmap that may evolve as the firm's needs change.
Reporting to the CIO, Information Technology, you hold primary accountability for the financial and operational performance of the function. You set direction, own the operating model and sourcing mix, and partner closely with Finance, Accounting, and business stakeholders to translate financial and operational needs into durable technology outcomes.
Key Responsibilities
Manage software vendors and delivery and support partners against agreed service levels, delivery commitments, cost, and business outcomes; maintain clear accountability across internal teams and external providers.
Develop and execute the financial systems roadmap, aligning talent and investment with firm priorities; evaluate alternative platforms and lead modernization or transitions through delivery and adoption while maintaining continuity of financial operations.
Lead the implementation and adoption of AI and agentic capabilities within the financial platforms in scope, including capabilities delivered by platform vendors, in partnership with the teams that own enterprise AI strategy and governance; prioritize use cases that deliver measurable value while maintaining appropriate controls.
Own decisions that carry significant impact on the firm's financial or operational performance, including platform design direction, build-versus-buy, and internal-versus-external sourcing.
Partner with Finance and Accounting to define and deliver technology support for financial processes within the function's remit, including close and reporting, and general ledger, accounts payable, expense management, and consolidation where applicable.
Own technology controls, access governance, audit support, and remediation for financial applications, in partnership with Finance, Accounting,…