Supervisor, Accounting

Raymond James•Saint Petersburg, FL

4d•Hybrid

About The Position

Manages the maintenance of the organization's general ledger and accounting records of the organization. Under general direction, uses specialized knowledge and skills obtained through education and experience to supervise and assist the team with the processing, auditing, and continuous process improvement initiatives. 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 in finance, Accounting, Business Administration, or a related field and 3–5 years of progressive accounting experience in travel and expense management, corporate accounting, or finance shared services, including 1–2 years of supervisory experience.
Any equivalent combination of experience, education, and/or training approved by Human Resources.

Nice To Haves

Experience with corporate travel and entertainment (T&E) programs, including employee expense reimbursement processes and corporate card administration.
Experience monitoring policy compliance, reconciliations, and reporting related to travel and expense activities.
Previous supervisory, team lead, or people management experience, including coaching and developing associates.
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.
Certified Public Accountant (CPA) - Boards of Accountancy (NASBA)
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Responsibilities

Supervise all team accounting efforts.
Analyzes and reconciles general ledger accounts to ensure proper classification and integrity of information.
Oversee 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.
Performs other duties and responsibilities as assigned.