Senior Financial Analyst, Technology

Raymond James•Saint Petersburg, FL

1d•Hybrid

About The Position

As part of the Ops & Tech Finance Business Management team, the Senior 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

Bachelor’s degree in Finance, Accounting, Business or related degree and three (3) to five (5) years of relevant experience or a combination of education, training and experience is preferred.
Financial Services experience highly preferred.
Background partnering with an IT organization is highly preferred.
Knowledge of: Financial Analysis, data, and metrics.
Knowledge of: Project Management and methodologies.
Knowledge of: Generally accepted accounting principles (GAAP).
Knowledge of: Time tracking systems (preferably ServiceNow).
Skill in: Preparing financial management reports.
Skill in: Reviewing, interpreting, and analyzing financial information.
Skill in: 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.
Ability to: 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.
Ability to: 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.
Ability to: 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.
Ability to: Develop and use collaborative relationships to facilitate the accomplishment of work goals.
Ability to: Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.
General Experience - 3 to 6 years

Nice To Haves

Financial Services experience highly preferred.
Background partnering with an IT organization is highly preferred.
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

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.