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SVP, Head of Financial Reporting in St. Petersburg, FL at honor foundations

Date Posted: 9/3/2024

Job Snapshot

Job Description

Job Summary:


Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to prepare financial statements, and other financial analysis reports in compliance with SEC, GAAP and FHC requirements for Raymond James Financial (RJF) and its business units. Compiles comprehensive reports and prepares packages for senior management and executives. Influences strategic direction, develops tactical plans and completes difficult assignments with latitude for un-reviewed actions or decisions. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and provide comprehensive solutions to complex problems or needs.


Essential Duties and Responsibilities:


  • Leads and manages the financial reporting process ensuring compliance with GAAP, SEC and FHC rules and regulations.
  • Manages technical accounting and oversees business units’ treatment of accounting issues, implementation of new accounting standards and compliance with regulations.
  • Maintains frequent and regular communication with various business units to discuss any changes in business practices, contracts or agreements or new business items that may impact the financial or regulatory reporting, including disclosure items, for the business unit as required.
  • Implements and oversees the update of internal financial reporting policies, procedures and accounting pronouncements.
  • Oversees department's procedures and identifies and implements improvements in efficiency and / or controls
  • Ensures compliance with Sarbanes Oxley in relation to financial reporting internal controls.
  • Oversees preparation of reports for management and Board of Directors.
  • Oversees /Prepares quarterly press releases and SEC filings (10-Q and 10-K note, and other items) to ensure reported information is accurate and supported by documentation.
  • Advises senior management on a variety of accounting related business.
  • Researches and interprets SEC rules/regulations, FASB accounting pronouncements, Federal Holding Company Regulations and auditor interpretations of accounting pronouncements.
  • Plans, assigns, monitors and manages the work of the financial reporting department.
  • Coaches and mentors associates, identifies training needs and approves development plans.
  • Performs other duties and responsibilities as assigned.

    • Job Requirements

    Knowledge, Skills, and Abilities:


    Knowledge of:


  • Company’s working structure, policies, mission and strategies.
  • Advanced accounting concepts, practices and procedures.
  • SEC and technical accounting reporting regulations.
  • Sarbanes Oxley compliance regulations.
  • General ledger systems and financial statements.
  • Generally Accepted Principles of Accounting (GAAP).
  • Accounting software applications.
  • Financial services and products.
  • FHC reporting regulations.


    Skill in:


  • Analyzing financial information.
  • Performing mathematical calculations.
  • Reporting accounting data and information.
  • Preparing management reports.
  • Interpreting and applying policies and procedures.
  • Establishing departmental objectives.
  • Promoting effective coordination between business unit and other functional areas.
  • Identifying trends and implementing appropriate corrective action.
  • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.


    Ability to:


  • Plan, assign, monitor, review, evaluate and lead the work of others.
  • Identify training needs and develop subordinates.
  • Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels, including senior management, to accomplish objectives.
  • Establish and communicate clear directions and priorities.
  • Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.
  • Establish and maintain effective working relationships at all levels of the organization.
  • Implement changes to standard procedures when required by specific situations and circumstances.
  • Work independently, make non-routine decisions and resolve complex problems.
  • Organize, prioritize, manage, and complete multiple projects and tasks concurrently, in a fast-paced environment with frequently changing priorities and constant interruptions, including those delegated, to complete work efficiently.


    Educational/Previous Experience Requirements:


  • Bachelor’s Degree (B.A.) in Accounting or related field and a minimum of fifteen (15) years of professional accounting experience.
    ~or~
  • Any equivalent combination of experience, education, and/or training approved by Human Resources.


    Licenses/Certifications:


  • SIE required provided that an exemption or grandfathering cannot be applied.
  • CPA required.
  • Series 99, or ability to obtain within 120 days (as required by FINRA), may be required depending on assigned functional area.

    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

    • footerLogo

    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873