Technology Finance Manager | FP&A

Raymond James•Saint Petersburg, FL
•Hybrid

About The Position

The Technology Finance Manager is part of the Ops & Tech Finance Business Management team and works with Technology departments to oversee administrative deliverables involving budgets, finance, resources, and procurement. The role partners with IT Finance, project management, resource management, procurement and vendor management, infrastructure, development, service delivery, and architecture groups. It is an individual-contributor position without direct supervisory responsibility. The position follows a hybrid schedule with three in-office days per week at the St. Petersburg, Florida corporate office and is not eligible for work visa sponsorship.

Requirements

  • Bachelor’s degree in Business, Finance, Accounting, or a related field and five years of relevant experience, or an equivalent combination of education, training, and experience.
  • 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; ServiceNow is preferred.
  • Skill in preparing financial management reports.
  • Skill in reviewing, interpreting, and analyzing financial information.
  • Ability to use required software applications to produce correspondence, reports, electronic communications, spreadsheets, and dashboards.
  • Ability to identify and understand issues, problems, and opportunities, and compare data from different sources to draw conclusions.
  • Ability to communicate information and ideas clearly through a variety of media to individuals or groups.
  • Ability to choose courses of action or develop appropriate solutions based on available facts, constraints, and probable consequences.
  • Ability to maintain technical and professional skills and stay current with developments and trends in areas of expertise.
  • Ability to develop collaborative relationships to accomplish work goals.
  • Ability to focus on internal and external clients’ needs and sustain productive client relationships.
  • Occasionally able to work a non-standard shift, including nights or weekends, and/or fulfill on-call responsibilities.

Nice To Haves

  • Financial services experience is highly preferred.
  • Experience partnering with an IT organization is highly preferred.
  • ServiceNow time-tracking system experience is preferred.

Responsibilities

  • Oversee administrative deliverables for assigned Technology operational teams or areas and act as a liaison between Technology administrative groups and operational teams.
  • Manage the annual budget process and lead coordination with IT Finance.
  • Produce and present monthly expense and staffing review packages to leadership at multiple levels, from senior executives to department managers.
  • Partner with resource management on staffing requests, onboarding, and time tracking.
  • Lead purchasing requests, including coordination with procurement, vendor requirements, and approval processes.
  • Work with Project Management to provide guidance and assistance with project charter creation and review.
  • Partner with assigned senior leaders to create and manage business metrics for operational groups.
  • Perform other duties and responsibilities as assigned.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Critical illness insurance
  • Accident insurance
  • Disability benefits
  • Retirement savings
  • Paid time off, including vacation, holidays, and sick leave
  • Parental leave
  • Potential additional compensation, such as cash or equity, discretionary bonuses, or commissions
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