Job Information
Raymond James Financial, Inc. Associate Financial Analyst in St. Petersburg, Florida
Description
Job Summary:
Under general supervision, uses specialized knowledge and skills obtained through education and experience to prepare financial metrics and professionally report to management. Guidance is provided to perform varied, complex reporting functions with responsibility for making non-routine decisions. Evaluation, originality and ingenuity are required to locate, select, apply and justify appropriate action for situations and circumstances that require a deviation from standard procedures. Resolves moderately complex problems. Regular contact with internal customers is required to identify, research, and resolve cost allocation issues.
Essential Duties and Responsibilities:
Identifies costs and develops methodology for accurate allocation across the organization.
Prepares organization-wide surveys using various financial tools and resources and reviews results with management.
Prepares management reports in a format that can be quickly reviewed by management.
Reviews, evaluates and implements process improvements, as appropriate.
Prepares firm economic models to assist in advisor recruiting decisions
Prepares compensation pro-formas for recruited advisors as well as internal transfers and advisors exploring other compensation options
Identifies potential impact of new departments, subsidiaries, products and other changes on job responsibilities
Coordinates with management on the presentation and preparation of internal management reports that can be quickly reviewed by management.
Performs other duties and responsibilities as assigned.
Qualifications
Knowledge of:
Financial Reporting concepts, practices and procedures.
Basic accounting principals
Skill in:
Preparing surveys.
Advanced skills in Excel including knowledge of complex formulas and managing large data sets
Analyzing financial information.
Performing mathematical calculations.
Operating standard office equipment and using required software applications, including word processing, spreadsheets and data bases.
Ability to:
Implement changes to standard procedures when required by specific situations and circumstances.
Work independently, make non-routine decisions and resolve moderately complex accounting problems.
Communicate effectively, both orally and in writing, with all organizational levels.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Educational/Previous Experience Requirements
Education/Previous Experience
Bachelor’s Degree (B.A.) in accounting or finance and up to two (2) years internal accounting experience.
OR
Any equivalent combination of experience, education and/or training approved by Human Resources.
Licenses/Certifications
- None Required.
Job: Accounting & Finance
Primary Location: US-FL-St. Petersburg-Saint Petersburg
Organization Private Client Group
Schedule Full-time
Job Shift Day Job
Travel No
Req ID: 2402239
Raymond James Financial, Inc.
- Raymond James Financial, Inc. Jobs