Sr Advisor, Finance Process Improvement %26 Automation in St. Petersburg, FL at honor foundations

Date Posted: 8/23/2024

Job Snapshot

Job Description

Job Summary
Under limited supervision, uses specialized knowledge and skills obtained through training and experience to identify opportunities for process improvements and provides innovative solutions that yield long-term efficiencies and benefits. As part of the Center of Excellence, it oversees the execution of Finance automation projects in alignment with established governance processes, provides guidance and training to Finance associates, evaluates complex processes and recommends solutions. Leads various automation projects and other strategic initiatives that may impact multiple business units. Involves an understanding of applications and other technology utilized in Finance and may act as a liaison between our business area partners and IT to provide support. Performs and manages varied work that is difficult in character requiring analysis,

Essential Duties and Responsibilities

Job Requirements

Knowledge, Skills, and Abilities
Knowledge of
Principles, practices, and procedures of internal systems and processes.
Project Management processes and procedures.
Business Process Improvement Processes and Procedures preferred.
Advanced knowledge of Alteryx, other automation tools and capabilities

Skill in
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases at an intermediate level.
Strong analytical and problem skills sufficient to recognize and detect work errors and correct them or offer resolution.
Strong detail-orientation.
Experience in development of Alteryx workflows

Ability to
Plan, organize, manage, and track multiple detailed work assignments with constantly changing priorities and close deadlines in a fast-paced work environment.
Constructively work under stress and pressure and produce a high volume of assignments using strong organizational and time management skills to meet deadlines.
Be self-motivated with a strong sense of creativity and ability to work independently with confidence.
Promote team cohesiveness, cooperation and effectiveness.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Think logically and to analyze and solve problems.

Educational/Previous Experience Requirements
Education/Previous Experience
Business Process Improvement, Automation, and Analytics
Accounting knowledge, general ledger, and project accounting process experience required
Bachelor's degree with technical or business specification and three (3) to five (5) years' experience including any combination of the following: Project Management, Technical Consulting, Technical Analysis, General Finance or Accounting.
OR ~
Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications
Alteryx Certification preferred
Lean Six Sigma or Design Thinking training or certification preferred
PMP certified preferred

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