Financial Analyst

Job Description Summary

Job Description

Under limited supervision, uses specialized knowledge of finance and accounting arrangements and accounting skills obtained through experience and training to manage various branch expenses and financial related tasks and projects, as well as, handle related reporting to business unit senior management, financial advisors and staff. Manages processes and projects of moderate scope and complexity. Guidance is provided to perform varied work that is somewhat difficult in character requiring some evaluation, originality and ingenuity to make moderately complex decisions. Routinely recommends solutions to complex problems. Regular contact with internal and external customers is required to obtain, clarify or provide facts and information related to branch compensation arrangements.

Essential Duties and Responsibilities

• Creates and reviews loan agreements and ensures that they are calculated and administered correctly for recruited financial advisors.
• Ensures that loan and other information is accurately entered into utilized systems and databases.
• Manages and reports on termed advisor collections and/or loan defaults and write-offs.
• Works seamlessly in a team environment and also independently on projects and tasks as assigned.
• Creates, reviews and/or audits reports on a regular basis. Provides reporting to business unit senior management.
• Identifies potential process improvements to increase efficiency in processing or analyzing financial information.
• Works with other areas of the firm on projects related to building and maintaining tracking systems.
• Participates or handles various projects as assigned.
• Resolves or recommends solutions to moderately complex problems.
• Performs other duties and responsibilities as assigned.

Knowledge of

• General office practices, procedures, and methods.
• General payroll processing.
• Intermediate accounting concepts, practices and procedures.
• Strong knowledge of Microsoft Office applications.
• Accrual based accounting practices.
• Accounting software packages.
• Intermediate cost allocation concepts and practices.
• Principles of banking and finance and securities industry operations.

Skill in

• Analyzing financial information.
• Performing mathematical calculations.
• Operating standard office equipment and using required software applications, including word processing, spreadsheets and data bases.
• Preparing, processing and maintaining transaction documentation, files, and records.
• Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

Ability to

• Identify, recommend and justify changes to standard procedures when required by specific situations
• and circumstances.
• Work independently, make decisions and resolve or recommend solutions to 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.
• Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment
• with frequent interruptions, changing priorities, and multiple deadlines.
• Provide a high level of customer service.
• Maintain strict confidentiality of associate records.

Education/Previous Experience

Bachelor’s degree in Accounting or equivalent and a minimum of two (2) years of Payroll or Accounting

experience.

OR ~

Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

None required.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 7 to 12 months

Certifications

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.

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