Financial Analyst

Raymond James, Inc.; Saint Petersburg (FL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Benefits package

Job summary

Raymond James is seeking a Financial Analyst in Saint Petersburg, FL to support branch expenses and financial reporting. You will manage loan agreements for recruited advisors, ensure accurate data entry, and monitor collections, defaults, and write-offs.

You will develop reporting for senior management and participate in projects to enhance tracking systems and processes. The role requires teamwork and independent work, with hybrid work style and a focus on confidentiality and accuracy across

Qualifications

• Bachelor's degree in accounting or equivalent with 2+ years payroll or accounting experience.
• Proficiency in MS Office and accounting software; basic payroll knowledge.
• Ability to analyze financial information and maintain accurate records.

Responsibilities

• Create and review loan agreements for recruited financial advisors.
• Enter loan and related data into systems and databases accurately.
• Manage termed advisor collections, loan defaults, and write-offs.
• Produce and audit regular financial reports for senior management.
• Identify process improvements to increase efficiency in financial processing.
• Collaborate with other firm areas on tracking systems and projects.

Skills

Financial analysis

Mathematical calculations

Time management

Communication

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Administration

Bachelor's degree in Finance

Tools

Microsoft Office

Excel

Accounting software

Job description

Financial Analyst page is loaded## Financial Analystlocations: Saint Petersburg, Florida - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0013339**Job Description Summary****Job Description**Under limited supervision, uses specialized knowledge of finance and accounting arrangements and accounting skills obtained through experience and training to manage various branch expenses and financial related tasks and projects, as well as, handle related reporting to business unit senior management, financial advisors and staff. Manages processes and projects of moderate scope and complexity. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions. Routinely recommends solutions to complex problems. Regular contact with internal and external customers is required to obtain, clarify or provide facts and information related to branch compensation arrangements.**Essential Duties and Responsibilities*** Creates and reviews loan agreements and ensures that they are calculated and administered correctly for recruited financial advisors.* Ensures that loan and other information is accurately entered into utilized systems and databases.* Manages and reports on termed advisor collections and/or loan defaults and write-offs.* Works seamlessly in a team environment and also independently on projects and tasks as assigned.* Creates, reviews and/or audits reports on a regular basis. Provides reporting to business unit senior management.* Identifies potential process improvements to increase efficiency in processing or analyzing financial information.* Works with other areas of the firm on projects related to building and maintaining tracking systems.* Participates or handles various projects as assigned.* Resolves or recommends solutions to moderately complex problems.* Performs other duties and responsibilities as assigned.**Knowledge of*** General office practices, procedures, and methods.* General payroll processing.* Intermediate accounting concepts, practices and procedures.* Strong knowledge of Microsoft Office applications.* Accrual based accounting practices.* Accounting software packages.* Intermediate cost allocation concepts and practices.* Principles of banking and finance and securities industry operations.**Skill in*** Analyzing financial information.* Performing mathematical calculations.* Operating standard office equipment and using required software applications, including word processing, spreadsheets and data bases.* Preparing, processing and maintaining transaction documentation, files, and records.* Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.**Ability to*** Identify, recommend and justify changes to standard procedures when required by specific situations* and circumstances.* Work independently, make decisions and resolve or 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.* Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment* with frequent interruptions, changing priorities, and multiple deadlines.* Provide a high level of customer service.* Maintain strict confidentiality of associate records.**Education/Previous Experience**Bachelor's degree in Accounting or equivalent and a minimum of two (2) years of Payroll or Accountingexperience.OR ~Any equivalent combination of experience, education, and/or training approved by Human Resources.**Licenses/Certifications**None required.**Education**Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance**Work Experience**General Experience - 7 to 12 months**Certifications****Travel**Less than 25%**Workstyle**HybridThe 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 firmAt 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. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.#LI-JM1Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.to stay up to date on career opportunities that may be a good fit for you.Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive.As an established but ever-evolving company, you can start - or continue - growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.Our people-first culture is outlined in our. Check it out to see why many choose to work at Raymond James - and why they stay.