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Job Snapshot
-
Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
10/23/2024
Job Description
Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.
Job Summary:
Raymond James is seeking a well-rounded Senior Financial Analyst to join our Technology Finance Business Management team. Analyze financial data by collecting, monitoring and creating models for decisions and cost allocations for specific business units within the Information Technology (IT) organization. Assists with P&L and project budget development for the IT organization. Applies specialized domain knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Makes judgements and recommendations based on analysis and knowledge.
Essential Duties and Responsibilities:
- Oversees administrative deliverables for assigned Technology Operational team(s) or area. Functions as a liaison between Technology administrative groups and operational teams.
- Manages the annual budget process and plays a lead role in coordination with IT Finance.
- Produces and presents monthly expense and staffing review packages to multiple levels of area leadership, from the senior executive down to the department manager.
- Partners with the resource management team for new staffing requests, onboarding, and time tracking purposes.
- Assumes leadership role in purchasing requests (i.e. working with procurement, vendor requirements, navigating the approval process).
- Works closely with Project Management to provide guidance and assistance with project charter creation and review.
- Partners with assigned senior leaders in assigned operational groups to create and manage specific business metrics.
- Performs other duties and responsibilities as assigned.
Job Requirements
Knowledge, Skills, and Abilities:
Knowledge of:
- Analysis, data, and metrics.
- Accounting software packages.
- Financial Products.
- Generally accepted accounting principles. (GAAP).
- Time tracking systems (preferably Service Now).
Skill in:
- Preparing financial management reports.
- Reviewing, interpreting, and analyzing financial information.
- Using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and dashboards.
Ability to:
- Identify and understand issues, problems and opportunities compare data from different sources to draw conclusions.
- Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
- Use effective approaches for choosing a course of action or developing appropriate solutions recommend or take action that is consistent with available facts, constraints and probable consequences.
- Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas remains current with developments and trends in areas of expertise.
- Develop and use collaborative relationships to facilitate the accomplishment of work goals.
- Make internal and external clients and their needs a primary focus of actions develop and sustain productive client relationships.
- Occasionally work a non-standard shift including nights and/or weekends.
Education/Previous Experience:
- Minimum of a Bachelor%26rsquos degree in Finance, Accounting, Business or related degree and three (3) to five (5) years of relevant experience or a combination of education, training and experience.
- Financial services industry experience is a big plus.
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
