Financial Analyst: Loan & Reporting Specialist

Raymond James; Saint Petersburg (FL); Hybride; USD 55 000 - 85 000; Plein temps

Avantages offerts par ce poste

Medical benefits

Dental and vision insurance

Life insurance

Disability benefits

Retirement savings

Paid time off

Résumé du poste

Raymond James is seeking a payroll/accounting specialist in Florida to manage branch expenses and financial tasks under limited supervision. You will prepare and audit loan agreements, ensure correct data entry, and generate reports for management while supporting process improvements.

The role requires at least two years in payroll or accounting and a Bachelor’s degree in Accounting. A hybrid work model is offered with comprehensive benefits.

Qualifications

• Bachelor’s degree in Accounting or equivalent and at least two years in payroll or accounting.
• Ability to analyze financial information and perform calculations with accuracy.
• Proficiency with Microsoft Office and accounting software packages.

Responsabilités

• Manage branch expenses and finance-related tasks with guidance and independence.
• Create, review and audit loan agreements and related financial data for recruited advisors.
• Enter data accurately into systems and databases; produce regular reports for senior management.
• Identify process improvements to increase efficiency in financial processing and analysis.
• Collaborate with various firm areas on tracking systems and projects; resolve moderately complex issues.

Connaissances

Financial analysis

Mathematical calculations

Office productivity

Accounting terminology

Data entry accuracy

Formation

Bachelor’s degree in Accounting

Payroll or accounting experience (2+ yrs)

Outils

Microsoft Office

Accounting software

Description du poste

Raymond James is seeking a payroll/accounting specialist in Florida to manage branch expenses and financial tasks under limited supervision. You will prepare and audit loan agreements, ensure correct data entry, and generate reports for management while supporting process improvements.

The role requires at least two years in payroll or accounting and a Bachelor’s degree in Accounting. A hybrid work model is offered with comprehensive benefits.