Vice President, Consolidations

100 Raymond James & Associates, Inc.; Saint Petersburg (FL); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in St. Petersburg, FL seeks a Senior Director of Consolidations to lead the enterprise consolidation, intercompany eliminations, and the consolidated general ledger, guiding monthly, quarterly, and annual close with strong internal controls.

You will partner with Financial Reporting, BU Controllers, and external auditors, oversee complex journal entries, and drive process improvements including automation and AI, while mentoring managers and building resilient teams.

Qualifications

• Bachelor's degree in accounting or related field with extensive accounting experience.
• Minimum of twelve years in progressive accounting roles, including leadership.
• CPA preferred and Series 99 may be required depending on area.

Responsibilities

• Leads enterprise consolidation processes including inter-company eliminations and the consolidated GL.
• Oversees monthly, quarterly, and annual close and reporting to ensure accuracy and timeliness.
• Reviews complex journal entries and reconciliations; resolves issues with senior leadership.
• Partners with Financial Reporting, BU Controllers, and auditors on matters affecting the financial statements.
• Drives process improvements, automation, and technology to accelerate close and improve quality.

Skills

Team leadership

Consolidation

GAAP expertise

Financial reporting

Cross-functional

Education

Bachelor's Degree in Accounting

CPA preferred

Series 99 (may be required)

Tools

Consolidation systems

Financial reporting platforms

ERP systems

Job description

Job Description Summary

Leads a team responsible for enterprise consolidation activities, consolidated financial management reporting, and the integrity of consolidated financial results. Also leads accounting and reporting for corporate investing activity and corporate activities including equity and treasury activities. Advises senior Finance leadership on the financial implications of significant business decisions and provides strategic oversight of the monthly, quarterly, and annual consolidation processes. Uses extensive knowledge and skills obtained through education and experience to oversee and direct the overall enterprise consolidation process, including inter-company and inter‑segment eliminations, corporate consolidations accounting, the consolidated general ledger, and ownership of the consolidated trial balance. Responsible for ensuring the accuracy, completeness, and timeliness of consolidated financial information and related management reporting. Resolves highly complex accounting and reporting issues and recommends solutions to senior leadership. Regular interaction with Financial Reporting leadership, Business Unit Controllers, executive management, and external auditors is required to identify, research, and resolve accounting issues and drive continuous improvement.

Essential Duties and Responsibilities

• Leads and oversees the enterprise consolidation process, including inter-company and inter‑segment eliminations, corporate consolidations accounting, the consolidated general ledger, and ownership of the consolidated trial balance.
• Provides strategic oversight of the monthly, quarterly, and annual close and consolidation processes to ensure accurate and timely reporting of consolidated financial results.
• Reviews and analyzes consolidated financial statements to ensure transactions are appropriately reflected and comply with U.S. GAAP.
• Oversees the preparation and distribution of internal financial management reporting and disclosure reports provided to executive leadership on a monthly basis.
• Provides leadership in strengthening internal controls, documentation standards, and processes surrounding period‑end close timelines and related reporting activities.
• Oversees the review of complex journal entries and general ledger account reconciliations and ensures accounting discrepancies are identified, researched, and resolved appropriately.
• Partners with Financial Reporting, Business Unit Controllers, and other Finance teams to assess and communicate the financial statement impact of significant transactions and business activities.
• Ensures financial information is prepared and distributed within required deadlines and that reporting is concise, relevant, and understandable to support leadership decision‑making.
• Serves as the primary contact for external auditors related to quarterly reviews and annual audits involving consolidation activities, parent company accounting, and related U.S. GAAP reporting matters.
• Collaborates effectively with Accounting, Financial Reporting, Treasury, Information Technology, and business unit finance teams to resolve complex accounting issues and support achievement of business objectives.
• Ensures adequate internal controls, policies, and procedures are maintained and consistently followed to support the integrity of financial reporting.
• Leads, develops, and evaluates managers and associates, including hiring, coaching, performance management, and succession planning activities.
• Drivers opportunities to accelerate the close, reduce manual effort, and improve the quality and efficiency of consolidation and reporting through process redesign, automation, AI, and other technology.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Advanced accounting concepts, practices, and procedures.
• U.S. Generally Accepted Accounting Principles (GAAP).
• Financial statement consolidation methodologies and reporting requirements.
• General ledger, consolidation systems, and financial reporting platforms.
• Internal controls and financial reporting governance practices.
• Financial statement preparation, analysis, and management reporting.

Skills in

• Leading accounting, consolidation, and financial reporting teams.
• Reviewing, interpreting, and analyzing consolidated financial statements.
• Resolving complex accounting and reporting issues.
• Preparing and presenting financial information to senior leadership.
• Managing consolidation, close, and reporting activities within established deadlines.
• Researching and evaluating accounting matters and financial reporting implications.
• Analyzing financial information and identifying trends and risks.
• Operating required software applications and financial reporting systems.

Ability to

• Explain and communicate financial information and accounting matters to all levels of management, including executive leadership.
• Lead and develop managers and professional accounting staff.
• Organize, manage, and oversee multiple complex processes and deadlines in a fast‑paced environment.
• Establish priorities and direct resources to achieve business objectives.
• Communicate effectively, both orally and in writing, with all organizational levels and groups outside of Finance.
• Implement changes to existing processes, controls, and procedures to improve operational effectiveness.
• Work independently and exercise sound judgment in resolving complex accounting and reporting issues.
• Build effective relationships and collaborate across Finance, Technology, and business functions.
• Contribute to organizational objectives by ensuring all relevant information is incorporated into decisions and reporting outcomes.

Education / Previous Experience

• Bachelor's Degree in Accounting or related field and a minimum of twelve (12) years of progressive accounting experience, including at least five (5) years of leadership experience managing accounting, financial reporting, or consolidation teams.
• Licenses / Certifications: CPA preferred. SIE required provided that an exemption or grandfathering cannot be applied. Series 99, or ability to obtain within 120 days (as required by FINRA), may be required depending on assigned functional area.
• Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance.
• Work Experience General Experience - More than 15 years.
• Manager Experience - More than 15 years.
• Certifications.
• 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.

• 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)
• parental leave

Eligibility for benefits and specific offerings may vary based on position and employment status.

Core Values & 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.

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 firm

When associates bring their best authentic selves, our organization, clients, and communities thrive.

Equal Opportunity Statement

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

Company Overview

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm.

Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

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 Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.