Job Description Summary
Job Description
Under general supervision, uses specialized knowledge and skills obtained through education and experience to prepare financial metrics and professionally report to management. Guidance is provided to perform varied, complex reporting functions with responsibility for making non-routine decisions. Evaluation, originality and ingenuity are required to locate, select, apply and justify appropriate action for situations and circumstances that require a deviation from standard procedures. Resolves moderately complex problems. Regular contact with internal customers is required to identify, research, and resolve cost allocation issues.
Essential Duties and Responsibilities:
- Prepares firm economic models to assist in advisor recruiting decisions
- Prepares compensation pro-formas for recruited advisors as well as internal transfers and advisors exploring other compensation options
- Prepares management reports in a format that can be quickly reviewed by management.
- Identifies costs and develops methodology for accurate allocation across the organization.
- Prepares organization-wide surveys using various financial tools and resources and reviews results with management.
- Reviews, evaluates and implements process improvements, as appropriate.
- Identifies potential impact of new departments, subsidiaries, products and other changes on job responsibilities
- Coordinates with management on the presentation and preparation of internal management reports that can be quickly reviewed by management.
- Performs other duties and responsibilities as assigned.
Knowledge of:
- Financial Reporting concepts, practices and procedures.
- Basic accounting principals
Skill in:
- Advanced skills in Excel including knowledge of complex formulas and managing large data sets
- Analyzing financial information.
- Performing mathematical calculations.
- Preparing surveys.
- Operating standard office equipment and using required software applications, including word processing, spreadsheets and databases.
Ability to:
- Implement changes to standard procedures when required by specific situations and circumstances.
- Work independently, make non-routine decisions and resolve moderately complex accounting problems.
- Communicate effectively, both orally and in writing, with all organizational levels.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Education/Previous Experience
- Bachelor’s Degree (B.A.) in accounting or finance and up to two (2) years experience.
- OR ~
- Any equivalent combination of experience, education and/or training approved by Human Resources.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: FinanceWork Experience
General Experience - 3 to 6 yearsCertifications
Other Certification Not Listed - OtherTravel
Less than 25%Workstyle
HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-JM1Skills Required
- Bachelor’s degree in Accounting, Business Administration, or Finance
- Up to two years of relevant experience or an equivalent combination of experience, education, and training
- Three to six years of general work experience
- Advanced Excel skills, including complex formulas and managing large data sets
- Knowledge of financial reporting concepts, practices, procedures, and basic accounting principles
- Securities Industry Essentials Exam (SIE) certification from FINRA
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
