Job Description Summary
Job Description
While we prefer this role to be based in our St. Petersburg, FL office with a hybrid work arrangement, we are open to considering qualified candidates for a remote workstyle based on experience and alignment with business needs
Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.
Job Description Summary
Responsibilities:
Serve as the primary Workday reporting expert, building, testing, and maintaining advanced reports, discovery boards, dashboards, and scorecards for HR and business leaders
Designs and builds data solutions in Workday Prism to integrate internal and external datasets for reporting and decision support
Develop and manage dashboards covering headcount, turnover, talent acquisition, total rewards, and other key HR areas
Deliver actionable insights identifying workforce trends, risks, and opportunities
Develop high‑complexity Workday Composite Reports, joining multiple data sources, calculated fields, conditional logic, and multi‑line outputs.
Build and optimize Matrix Reports used for headcount, compensation, compliance, and multi‑dimensional workforce analytics.
Partner with key HR areas, leadership, and business stakeholders to design workforce metrics and KPIs aligned with organizational strategy
Support strategic workforce planning initiatives, integrating reporting with scenario modeling and forecasting
Present findings and recommendations to leadership in a clear, compelling manner to drive decision-making
Champion HR data governance standards and reporting best practices
Ensure compliance with regulatory and data privacy requirements (e.g., EEO, GDPR, SOX)
Create and maintain documentation, metadata, and data dictionaries for HR reporting.
Fulfill ongoing and ad hoc HR reporting and analysis requests in a high-volume, fast-paced environment
Assist in developing reporting and analysis best practices and train staff in their implementation
Contribute to exploring the development and implementation of data analysis and visualization tools (e.g., Qlik, Tableau, Visier)
Coach and mentor less experienced associates.
Troubleshoot system and data issues, taking ownership through resolution.
Provide data governance direction and oversight for HR
Bachelor’s degree required (Masters preferred)
Minimum of 4 years of experience in data management and reporting; 5–7 years preferred
Technical Skills
Must have advanced Workday reporting experience, including Matrix Reports, Composite Reports, Workday Report Writer, calculated fields, discovery boards, dashboards, and scorecards.
Deep experience creating and optimizing Matrix & Composite reports
High Proficiency in SQL, Excel, or Access.
Experience with Workday HCM and Adaptive Planning.
Familiarity with statistical tools such as SPSS and SAS is a plus.
Experience with data visualization tools (e.g., Tableau, Qlik, Visier).
Knowledge
Solid understanding of HR and workforce analytics
In-depth knowledge of HR ERP systems and data presentation tools
Understanding of business needs and practices in the financial services industry
Strong analytical and problem-solving skills
Ability to identify, analyze, and interpret trends in complex data sets
Knowledge in applying basic statistical analysis (e.g., correlation, regression, T-tests)
Ability to develop and implement data collection systems that optimize efficiency and quality
Excellent communication skills—verbal and written—with all levels of the organization
Ability to prioritize multiple tasks in a fast-paced, dynamic environment
High level of customer service and stakeholder engagement
Strong organizational and project management skills
Ability to work independently and collaboratively
Education
Bachelor’s: Computer and Information Science, Bachelor’s: Mathematics, Bachelor’s (Required)Work Experience
General Experience - 6 to 10 years, Manager Experience - NoneCertifications
Salary Range
$100,000.00-$145,000.00Travel
Less than 25%Workstyle
RemoteAt 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.
Top Skills
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.






