Financial Analyst

Raymondjames; Saint Petersburg (FL); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work

Job summary

Raymond James is seeking a financial analyst to prepare economic models and compensation pro-forms for recruited advisors. The role involves producing management reports and developing cost allocation methodologies, with opportunities to participate in surveys and process improvements.

Ideal candidates hold a Bachelor's in accounting or finance, with up to two years of related experience, and a capability to make non-routine accounting decisions in a hybrid work environment.

Qualifications

• Bachelor's degree in accounting or finance required.
• Up to two years of experience preferred.
• Hybrid work arrangement.
• Ability to perform non-routine decisions and resolve moderately complex accounting problems.

Responsibilities

• Prepare firm economic models to assist in advisor recruiting decisions.
• Prepare compensation pro-formas for recruited advisors as well as internal transfers and advisors exploring other compensation options.
• Prepare management reports for quick review by management.
• Identify costs and develop methodology for accurate allocation across the organization.
• Prepare organization-wide surveys using various financial tools and review results with management.
• Review, evaluate and implement process improvements, as appropriate.
• Coordinate with management on the presentation and preparation of internal management reports.
• Performs other duties and responsibilities as assigned.

Skills

Excel expertise

Financial analysis

Mathematical calculations

Survey preparation

Office software

Education

Bachelor's: Accounting

Bachelor's: Business Administration

Bachelor's: Finance

Tools

Excel

Databases

Word processing

Job description

Job Description Summary

Job Description

Under general supervision, uses specialized knowledge and skills obtained through education and experience to prepare financial metrics and professionally report to management. Guidance is provided to perform varied, complex reporting functions with responsibility for making non-routine decisions. Evaluation, originality and ingenuity are required to locate, select, apply and justify appropriate action for situations and circumstances that require a deviation from standard procedures. Resolves moderately complex problems. Regular contact with internal customers is required to identify, research, and resolve cost allocation issues.

Essential Duties and Responsibilities

• Prepares firm economic models to assist in advisor recruiting decisions
• Prepares compensation pro-formas for recruited advisors as well as internal transfers and advisors exploring other compensation options
• Prepares management reports in a format that can be quickly reviewed by management.
• Identifies costs and develops methodology for accurate allocation across the organization.
• Prepares organization-wide surveys using various financial tools and resources and reviews results with management.
• Reviews, evaluates and implements process improvements, as appropriate.
• Identifies potential impact of new departments, subsidiaries, products and other changes on job responsibilities
• Coordinates with management on the presentation and preparation of internal management reports that can be quickly reviewed by management.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Financial Reporting concepts, practices and procedures.
• Basic accounting principals

Skill in

• Advanced skills in Excel including knowledge of complex formulas and managing large data sets
• Analyzing financial information.
• Performing mathematical calculations.
• Preparing surveys.
• 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 non-routine decisions and resolve 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.

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: Accounting
• Bachelor's: Business Administration
• Bachelor's: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Other Certification Not Listed - Other

Travel

Less than 25%

Workstyle

Hybrid

Compensation 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.

Company Culture

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.

Associate Expectations

• 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

Equal Opportunity

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.