Financial Analyst

Job Description Summary

Under general supervision, applies specialized knowledge and skills acquired through education and experience to perform a variety of financial and accounting functions while supporting the overall objectives of the Finance team.

Exercises independent judgment and analytical skills to evaluate complex financial information, resolve moderately complex issues, and make recommendations in situations requiring deviation from established procedures. Demonstrates critical thinking, initiative, and sound decision-making in identifying, researching, and resolving financial and cost allocation matters.

Collaborates regularly with management and internal business partners to address financial inquiries, provide analytical support, and ensure accurate and timely resolution of issues.

Essential Duties and Responsibilities

• Assists in managing invoicing, revenue & receivable tracking, bonus accrual and computation for the Institutional Options team.
• Assists in month end financial review procedures.
• Assists in preparation of management reports in a format that can be quickly reviewed by management.
• Participates in the annual budget process by compiling information for the business unit to use in preparing budgets.
• Prepares financial data for surveys using various financial tools and resources and reviews results with management.
• Assists in gathering and compiling financial data to be used for the purpose of our periodic international regulatory filings.
• Analyzes and reconciles general ledger accounts to ensure proper classification and integrity of information.
• Identifies potential process improvements to increase efficiency in processing or analyzing financial information, as appropriate.
• Resolves or recommends solutions to moderately complex problems.
• Works seamlessly in a team environment and also independently on projects and tasks as assigned.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Financial Reporting concepts, practices and procedures.
• Accrual based accounting practices.
• Accounting software packages.
• Strong knowledge of Microsoft Office applications.

Skill in

• Intermediate skills in Excel, including knowledge of complex formulas and managing large data sets.
• Analyzing financial information.
• Performing mathematical calculations.
• Preparing surveys.
• Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment and using required software applications, including word processing, spreadsheets and databases.

Ability to

• Implement changes to standard procedures when required by specific situations and circumstances.
• Work independently, make decisions and resolve or recommend solutions to moderately complex problems.
• Communicate effectively, both orally and in writing, with all organizational levels.
• Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines.

Education/Previous Experience

• Bachelor's Degree (B.A.) in accounting or finance and up to two (2) years experience.
• OR ~
• Any equivalent combination of experience, education and/or training approved by Human Resources.
• Education
• Bachelor's - Completed (Required)
• Work Experience
• General Experience - 3 to 6 years
• Certifications
• Travel
• Less than 25%
• Workstyle
• Resident

Pay and benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

To view more details of the benefits offered, visit Myrjbenefits.com.

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

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive.