Lead Financial Analyst, Technology

Raymond James • Saint Petersburg, FL

3d • Hybrid

About The Position

As part of the Ops & Tech Finance Business Management team, the Lead Financial Analyst will work closely with all Technology departments to oversee administrative deliverables related to budgets, finance, resources, and procurement. This position will partner with IT Finance, project management, resource management, procurement/vendor management, infrastructure, development, service delivery and architecture groups.

Requirements

• Minimum of a Bachelor’s degree in Business, Finance, Accounting or related degree and five (5) years of relevant experience or a combination of education, training and experience is preferred.
• Knowledge of: Financial Analysis, data, and metrics.
• Project Management and methodologies.
• Generally accepted accounting principles (GAAP).
• Time tracking systems (preferably ServiceNow).
• Skill in: Preparing financial management reports.
• Reviewing, interpreting, and analyzing financial information.
• Using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and dashboards.
• Ability to: Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
• Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.
• Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.
• Develop and use collaborative relationships to facilitate the accomplishment of work goals.
• Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.
• Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.

Nice To Haves

• Financial Services experience highly preferred.
• Background partnering with an IT organization is highly preferred.

Responsibilities

• Oversee administrative deliverables for assigned Technology Operational team(s) or area.
• Functions as a liaison between Technology administrative groups and operational teams.
• Manages the annual budget process and plays a lead role in coordination with IT Finance.
• Produces and presents monthly expense and staffing review packages to multiple levels of area leadership, from the senior executive down to the department manager.
• Partners with the resource management team for new staffing requests, onboarding, and time tracking purposes.
• Assumes leadership role in purchasing requests (i.e. working with procurement, vendor requirements, navigating the approval process).
• Works closely with Project Management to provide guidance and assistance with project charter creation and review.
• Partners with assigned senior leaders in assigned operational groups to create and manage specific business metrics.
• Performs other duties and responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees