About The Position

Play an integral role in the department's activities with a high level of responsibility as a member of a specific industry-focused team. Responsibilities include formulating new business proposals, developing company forecasts and valuations, evaluating merger and acquisition scenarios, and preparing documents related to the public issuance of stock. The role supports business leaders through strategic and tactical financial analysis, modeling, valuation, and deal execution, and involves developing highly visible materials for critical audiences. At Raymond James, associates are expected to follow the guiding behaviors of Develop, Collaborate, Decide, Deliver, and Improve in support of the firm's client-first, integrity, independence, and conservative, long-term values. The company describes a people-first culture that values associates' uniqueness, experiences, and backgrounds, and is an equal opportunity employer that makes employment decisions based on merit and business needs.

Requirements

  • Bachelor's degree in Accounting (required).
  • Bachelor's degree in Business Administration (required).
  • Bachelor's degree in Finance (required).
  • 10 to 15 years of general work experience.

Responsibilities

  • Make authoritative technical or professional recommendations with significant short- and long-term business impact.
  • Undertake strategic and tactical financial analysis, modeling, and evaluation to support business leaders' decision-making.
  • Develop and write highly visible materials, such as sensitive press releases or speeches for critical audiences.
  • Develop a plan and follow up to manage net present value (NPV) analysis on candidates in the product pipeline.
  • Perform business case development, financial modeling, and accounting and valuation analyses, incorporating probability, time, cost, budget impacts, and returns to support strategic and investment decision-making.
  • Support the prioritization and closing of key deals of strategic or financial significance.
  • Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to public stock issuance.
  • Analyze collected data and trends to help compile reports for decision-making.
  • Develop financial and economic models for financial planning or monitoring.
  • Estimate and manage the effort and finances needed to complete work within budget.
  • Use numerical concepts and mathematical operations to analyze reports.

Benefits

  • Medical, dental, and vision coverage may be included.
  • Life insurance may be included.
  • Critical illness and accident insurance may be included.
  • Disability benefits may be included.
  • Retirement savings may be included.
  • Paid time off, including vacation, holidays, and sick leave, may be included.
  • Parental leave may be included.
  • Total compensation may include additional cash or equity compensation, discretionary bonuses, or commissions.
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