Rebecca Dyas

Director, Product Management, Finance Platforms @ CFA Institute

Role
Director, Product Management, Finance Platforms at CFA Institute
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers

About Rebecca Dyas

Dedicated and proactive operations and finance executive with more than seventeen years of expertise in cultivating robust and diverse operations and finance teams. A decade of leadership experience with a deep commitment to fostering professional growth and career progression. A proven history of effectively guiding large, cross- functional teams, fostering productive partnerships and enhanced business operations. Highly skilled in evaluating existing business procedures, establishing key internal and external partnerships, driving transformation, and nurturing personnel and teams. Leader in designing and creating a custom Microsoft CoPilot Agent leading to significant increases in efficiency and onboarding.

Experience

  1. Director, Product Management, Finance Platforms

    CFA Institute

    Jul 2024 — Present

    Leading the strategy, development, and optimization of enterprise financial systems for a global organization serving investment professionals. Acting as a cross-functional bridge between Finance, Technology, and Business teams to deliver scalable solutions that support operational excellence, regulatory compliance, and long-term strategic goals. Championing product vision for core financial platforms, including NetSuite ERP, and ensuring alignment with evolving organizational needs and industry standards.• Designed and built custom CoPilot Agent to identify solutions and documentation for Financial Systems, changes across teams, and relevant tickets leading to a significant increase in efficiency and onboarding.• Defining and executing the product roadmap for the financial systems, driving modernization initiatives that improve accuracy, transparency, and scalability.• Leading end-to-end ERP system enhancements, partnering with Finance and IT to ensure successful delivery.• Developing robust governance processes for system upgrades, data integrity, and cross-functional integration, reducing manual intervention and errors. • Leading a high-performing cross-functional team, fostering a culture of agility, accountability, and continuous improvement.• Acting as a change agent, facilitating end-user training and adoption initiatives during large-scale system rollouts and enhancements.

Education

  • University of California, Berkeley

    Bachelor of Arts, Major: Political Science, Minors: English, Art History

    2004 — 2008

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Rebecca Dyas — Director, Product Management, Finance Platforms at CFA Institute in Pittsburgh, PA, US | Unifers