Accounting Supervisor

Raymond JamesSaint Petersburg, FL
19hHybrid

About The Position

Leads a team of multiple controllers to set business targets and monitor business performance, advise on the financial consequences of major decisions, lead the process of reporting financial and managerial data, and make recommendations targeted at improving and safeguarding financial results. Job Description Under general direction, uses specialized knowledge and skills obtained through education and experience to supervise and assist the team with preparing financial statements, budgets, and other financial analysis reporting for our Capital Markets business which syndicates and manages investments qualifying for tax credits (e.g., LIHTC and renewable energy), and to analyze and reconcile all general ledger accounts. Works with the business units along with key business stakeholders to ensure the team is providing adequate support. Leads defined work or projects of moderate scope and complexity and resolves or recommends solutions to complex problems. Regular contact with senior management and the business units is required to identify, research, and resolve accounting issues and problems.

Requirements

  • Knowledge of Company’s working structure, policies, mission, and strategies.
  • Fundamental accounting concepts, practices and procedures.
  • General ledger systems and financial statements.
  • Generally Accepted Principles of Accounting (GAAP).
  • Sarbanes Oxley compliance regulations.
  • Accounting software applications.
  • Principles of finance and securities industry operations.
  • Using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.
  • Analyzing financial information.
  • Performing mathematical calculations.
  • Reporting accounting data and information.
  • Preparing management reports.
  • Interpreting and applying policies and procedures.
  • Plan, assign, monitor, review, evaluate and supervise the work of others.
  • Identify training needs and develop associates.
  • Communicate effectively, both orally and in writing, with all organizational levels.
  • Establish and communicate clear directions and priorities.
  • Implement changes to standard procedures when required by specific situations and circumstances.
  • Work independently, make non-routine decisions and resolve complex accounting problems.
  • Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.
  • Bachelor’s Degree (B.A.) in Accounting and 3-5 years of professional experience in accounting with 1-2 years’ experience in supervision.
  • Any equivalent combination of experience, education, and/or training approved by Human Resources.
  • SIE is 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.

Responsibilities

  • Supervise all team accounting efforts.
  • Analyzes and reconciles general ledger accounts to ensure proper classification and integrity of information.
  • Supervise the recording of intercompany eliminations and consolidation transactions.
  • Oversees and assists team with preparation of reports for management.
  • Ensures that adequate internal controls and procedures are followed, ensuring compliance with Sarbanes Oxley.
  • Works closely with management to achieve organizational objectives.
  • Maintains frequent and regular communication with the business units to discuss any changes in business practices, contracts or agreements or new business items that may impact financial reporting, including disclosure items, for the business units as required.
  • Provide professional support to associates, identifies training needs, and approves development plans.
  • Assist in the administration of the organization's annual budget.
  • Performs other duties and responsibilities as assigned.
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