Strategic Liquidity Analyst – Reporting & Forecasting

Raymond James; Florida; Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Hybrid work

Comprehensive benefits

Paid time off

Job summary

Raymond James is seeking an Analyst in Liquidity Strategy in Saint Petersburg, FL, to support liquidity reporting, analytics, governance, and contingency planning. The role emphasizes collaboration across Treasury, Finance, Risk, and business units while contributing to regulatory compliance and ongoing process improvements.

The position requires a blend of financial analysis, model development, and clear communication for senior leadership and governance committees, in a hybrid work environment.

Qualifications

• Bachelor’s degree in Business Administration or related field with Finance focus.
• Experience with analytical methods, forecasting, and variance analysis.
• Experience with R/Python or similar statistical tools is a plus.

Responsibilities

• Support liquidity reporting, analysis, and governance activities, including management reporting, committee materials, and monitoring.
• Assist sizing, funding capacity assessments, and playbook documentation for CFP actions.
• Contribute to execution and enhancement of ILST, including data collection, model production, and results analysis.
• Prepare recurring management reports, dashboards, and presentations for senior leadership, ALCO, Liquidity Working Group, and the Board.
• Support Liquidity Working Group administration, including agenda maintenance, reporting, and action items.
• Monitor regulatory guidance related to liquidity risk management and update processes accordingly.

Skills

Financial analysis

Forecasting

Variance analysis

Excel modeling

Communication

Stakeholder management

Education

Bachelor’s degree in Business Administration

Finance major

Tools

R

Python

Microsoft Excel

PowerPoint

Job description

Raymond James is seeking an Analyst in Liquidity Strategy in Saint Petersburg, FL, to support liquidity reporting, analytics, governance, and contingency planning. The role emphasizes collaboration across Treasury, Finance, Risk, and business units while contributing to regulatory compliance and ongoing process improvements.

The position requires a blend of financial analysis, model development, and clear communication for senior leadership and governance committees, in a hybrid work environment.