Senior Regulatory Reporting Lead Analyst in St. Petersburg, FL at honor foundations

Date Posted: 11/7/2024

Job Snapshot

Job Description

Job Summary

Job Summary

Raymond James Financial Regulatory Reporting team is responsible for filing regulatory reports with the Federal Reserve Board. We are seeking a highly motivated individual who will work closely with the Director of Regulatory Reporting to ensure that regulatory filings are produced timely, accurately and are complete. This position requires a strong understanding of financial reporting under US GAAP. The successful candidate will have a demonstrated history of being an individual self-starter, working efficiently to meet tight deadlines, and recommending solutions to complex problems.

Essential Duties and Responsibilities

Essential Duties and Responsibilities

%26middot; Prepare and submit quarterly regulatory reports, including, but not limited to FRY9C, FRY11, FRY12, FFIEC009, FFIEC102

%26middot; Communicate with data providers to ensure reporting requirements are sufficiently understood

%26middot; Coordinate the timely submission and aggregation of data from business lines and other data providers

%26middot; Execute and maintain key controls to ensure data completeness (e.g. reconciliation with GL, 10Q, 10K, and other disclosures) and accuracy (e.g. data quality reviews)

%26middot; Uses financial reporting software to prepare and analyze regulatory reports and schedules

%26middot; Researches and makes recommendations to resolve unusual or irregular reporting issues

%26middot; Prepares and reviews reports of financial information for management

%26middot; Assists with external and internal audits and regulatory examinations

%26middot; Prepares surveys to be submitted to governmental organizations and publications.

%26middot; Identifies and recommends process improvements to increase efficiency in processing or analyzing financial information.

%26middot; Assists in training others.

%26middot; Performs other duties and responsibilities as assigned.

Job Requirements

Knowledge, Skills, and Abilities

Knowledge of

%26middot Accounting and financial/regulatory reporting

%26middot General Ledger and data reconcilement to regulatory reports

%26middot Advanced MS Excel skills (vlookups, pivot tables, etc.)

%26middot AxiomSL for regulatory reporting preferred

Skill in

%26middot Reviewing, interpreting and analyzing financial information and reports

%26middot Researching reconciliation and variance issues

%26middot Preparing financial statements, regulatory filings and management reports.

%26middot Compiling financial data

%26middot Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets and complex databases

Ability to

%26middot Lead discussions and contribute to team efforts by ensuring all relevant information is included in outcomes

%26middot Implement changes to standard procedures when required by specific situations and circumstances

%26middot Work with large volumes of data from different sources

%26middot Make independent decisions and solve complex problems

%26middot Communicate effectively, both orally and in writing, with all organizational levels.

%26middot 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

%26middot Bachelor%26rsquos Degree (B.A.) in Accounting, Finance, Business, Statistics, Economics

%26middot Minimum ofthree (5) years%26rsquo experience in finance, accounting, analytics or reporting

%26middot Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

Licenses/Certifications

%26middot CPA preferred.

Travel

Travel Required

Travel Required: No

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