Hybrid Finance Analyst: Strategic Modeling & Reporting

Raymond James, Inc.; Florida; Hybrid; USD 60,000 - 90,000; Full time

Job summary

Raymond James, Inc. is seeking a Financial Analyst in Saint Petersburg, FL. The role involves preparing firm economic models for advisor recruiting decisions, and creating compensation pro‑formas for recruited advisors and internal transfers.

You will also prepare management reports and help allocate costs across the organization. Responsibilities include inefficiency identification, process improvements, and collaboration with management to present concise internal reports.

Qualifications

• Bachelor’s degree in accounting or finance.
• 3–6 years general experience.
• Strong Excel skills with complex formulas and large data sets.
• Knowledge of financial reporting concepts and practices.
• Ability to work independently and make non-routine decisions.

Responsibilities

• Prepares firm economic models to assist in advisor recruiting decisions.
• Prepares compensation pro-formas for recruited advisors and internal transfers.
• Prepares management reports for quick management review.
• Identifies costs and develops allocation methodologies across the organization.
• Coordinates with management on presentation of internal management reports.

Skills

Advanced Excel

Financial analysis

Data analysis

Mathematical calculations

Survey preparation

Communication

Education

Bachelor’s in accounting

Bachelor’s in finance

Bachelor’s in business administration

Tools

MS Word

Databases

Spreadsheets

Job description

Raymond James, Inc. is seeking a Financial Analyst in Saint Petersburg, FL. The role involves preparing firm economic models for advisor recruiting decisions, and creating compensation pro‑formas for recruited advisors and internal transfers.

You will also prepare management reports and help allocate costs across the organization. Responsibilities include inefficiency identification, process improvements, and collaboration with management to present concise internal reports.