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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
9/19/2024
Job Description
Department Overview:
Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
The Supervision department partners closely with the business to proactively mitigate risk. Our department supports business units by managing activity/account reviews, product oversight, escalation/approvals and governance guided by specialized knowledge. Supervision is committed to supporting and protecting clients and the firm while preserving our culture, and adhering to our core values of client first, conservatism, independence and integrity.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
Job Summary:
The Transformation & Strategy team uses knowledge and skills obtained through education, experience, specialized training and/or certification to manage multiple projects simultaneously, both large in size and broad in scope with an emphasis on data gathering, analysis and projections.
The ideal candidate will use extensive knowledge and skills obtained through education, experience, or specialized training to support the broader Supervision and Transformation & Strategy team. The associate will partner with stakeholders across Supervision to support, define and implement high-quality, data-driven reporting, support strategic initiatives, and complete complex assignments.
Additionally, under general supervision, uses knowledge and skills to manage financial metrics and professionally report to management. Guidance is provided to perform varied reporting functions with responsibility for making non-routine decisions. Regular contact with senior management and other internal customers is required to identify, research, and resolve cost allocation issues.
Essential Duties and Responsibilities:
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of:
Concepts, practices, and procedures of project management.
Concepts, principles, and procedures or securities industry and/or banking compliance or related fields.
Advanced Financial Reporting concepts, practices and procedures
Basic accounting principals
Proficiency in Microsoft Office products including Word, Excel, and PowerPoint
General office practices, procedures, and methods
General financial markets and products knowledge
Skill in:
Data analysis
Effective communication and presentation skills
Strong organization, planning, and time management.
Fluent in Microsoft Office applications %26ndashExcel (Lookups, Pivot Tables, Formulas, Macros etc.), PowerPoint, Visio, Word.
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
Clear and concise written and verbal communication as well as ability to create effective presentations
Ability to:
Organize, self-manage, and track multiple detailed projects and responsibilities with frequently changing priorities in a fast-paced work environment
Communicate effectively, both orally and in writing.
Learn new software tools and systems thoroughly and efficiently.
Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes
Implement changes to standard procedures when required by specific situations and circumstances
Work independently, make non-routine decisions and resolve moderately complex accounting problems
Attend to detail while maintaining a big picture orientation.
Balance conflicting resource and priority demands.
Gather information, identify linkages and trends and apply findings to assignments.
Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels.
Establish and maintain effective working relationships at all levels of the organization.
Work independently as well as collaboratively within a team environment.
Educational/Previous Experience Requirements:
Bachelor%26rsquos degree (B.A) in a related discipline and a minimum of three (3) years of relevant experience
~or~
An equivalent combination of experience, education, and/or training.
Licenses/Certifications:
None Required
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
