Financial Analyst

Raymond James•Saint Petersburg, FL

6d•Hybrid

About The Position

Under general supervision, the Financial Analyst applies specialized knowledge and skills gained through education and experience to prepare financial metrics and report them professionally to management. The role performs varied and complex reporting functions, makes non-routine decisions, and uses evaluation, originality, and ingenuity to identify and justify appropriate actions when circumstances require deviations from standard procedures. It resolves moderately complex problems and regularly works with internal customers to identify, research, and resolve cost allocation issues. The analyst prepares financial models and compensation pro-formas, creates management reports, identifies costs and develops allocation methodologies, and prepares organization-wide surveys. The role also evaluates and implements process improvements and coordinates with management on the preparation and presentation of internal reports. Other duties may be assigned. The position is hybrid and requires travel of less than 25%. The posting describes a benefits package that may include health, insurance, retirement savings, paid time off, and parental leave; eligibility and specific offerings may vary by position and employment status.

Requirements

Bachelor’s degree in accounting or finance and up to two years of experience, or an equivalent combination of experience, education, and/or training approved by Human Resources.
Knowledge of financial reporting concepts, practices, and procedures.
Knowledge of basic accounting principles.
Advanced Excel skills, including complex formulas and management of large data sets.
Skill in analyzing financial information and performing mathematical calculations.
Skill in preparing surveys.
Ability to operate standard office equipment and use required software applications, including word processing, spreadsheets, and databases.
Ability to implement changes to standard procedures when specific situations and circumstances require them.
Ability to work independently, make non-routine decisions, and resolve moderately complex accounting problems.
Ability to communicate effectively orally and in writing with all organizational levels.
Ability to organize, manage, and track multiple detailed tasks and assignments amid frequently changing priorities in a fast-paced work environment.

Responsibilities

Prepare firm economic models to assist in advisor recruiting decisions.
Prepare compensation pro-formas for recruited advisors, internal transfers, and advisors exploring other compensation options.
Prepare management reports in formats that management can review quickly.
Identify costs and develop methodologies for accurate allocation across the organization.
Prepare organization-wide surveys using various financial tools and resources, and review results with management.
Review, evaluate, and implement process improvements as appropriate.
Identify potential impacts of new departments, subsidiaries, products, and other changes on job responsibilities.
Coordinate with management on the presentation and preparation of internal management reports.
Perform other duties and responsibilities as assigned.