Raymond James
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Associate Financial Analyst
role at
Raymond James
Job Description Summary Prepares economic, financial or statistical research and analysis for use in the development of business strategies and tactics. Has excellent theoretical and practical knowledge of different financial and analytical techniques, and the capability to plan own work and meet deadlines.
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 - 4 to 6 months
Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel Less than 25%
Workstyle Hybrid
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 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.
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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Associate Financial Analyst
role at
Raymond James
Job Description Summary Prepares economic, financial or statistical research and analysis for use in the development of business strategies and tactics. Has excellent theoretical and practical knowledge of different financial and analytical techniques, and the capability to plan own work and meet deadlines.
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 - 4 to 6 months
Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel Less than 25%
Workstyle Hybrid
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 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.
The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#J-18808-Ljbffr