Financial Analyst

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: Finance Work Experience General Experience - 3 to 6 years Certifications Other Certification Not Listed - Other Travel Less than 25% Workstyle Hybrid The 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-JM1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St.

Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James.

While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being.

We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint.

Check it out to see why many choose to work at Raymond James – and why they stay.