Job Summary
Under general supervision, uses specialized knowledge and skills obtained through education and experience to assist in preparing financial statements, budgets and other financial analysis reports for business units. Guidance is provided to perform varied moderately complex accounting activities with limited responsibility for making routine decisions. Some evaluation, originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to specific assignments. Recommends solutions to moderately complex problems. Regular contact with internal customers is required to identify, obtain and clarify facts and information, and recommend solutions to accounting and process issues and problems.
Essential Duties and Responsibilities
Knowledge, Skills, and Abilities
Knowledge of
Fundamental accounting concepts, practices and procedures.
Accrual based accounting practices.
Accounting software packages or ability to learn specific applications.
Principles of banking and finance and securities industry operations.
Skill in
Analyzing and resolving balance discrepancies.
Reviewing and interpreting financial information.
Identifying unusual transaction and accounting discrepancies.
Preparing financial statements, budgets and management reports.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets and databases.
Ability to
Identify and recommend changes to standard procedures when required by specific situations and circumstances.
Identify and recommend solutions to moderately complex accounting problems.
Communicate effectively, both orally and in writing, with all organizational levels.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Provide a high level of customer service.
Educational/Previous Experience Requirements
Education/Previous Experience
Bachelor%26rsquos Degree (B.A.) in Accounting or Finance (Accounting preferred).
Typically zero (0) to two (2) years%26rsquo experience preferred.
OR ~
Any equivalent combination of experience, education and/or training approved by Human Resources.
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