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Raymond James Financial, Inc. Manager, Financial Planning & Analysis (FP&A)- Hybrid in St. Petersburg, Florida

Description

Job Summary

Manager, Financial Planning and Analysis (FP&A) will play an integral role in developing, implementing, and managing Raymond James’ financial planning and analysis function. Under general direction, this professional will manage and direct the preparation of firm-wide annual budget, forecasting and long-range planning. The Manager will provide financial, strategic, and analytical support to corporate leadership and stakeholders. This position reports to the Senior Vice President, Investor Relations & Financial Planning and Analysis.

Essential Duties and Responsibilities

  • Develop, implement, and manage core FP&A responsibilities including budgeting, forecasting, and long-range planning.

  • Analyze financial data (budgets, income statements, forecasts, etc.) and regularly perform variance and sensitivity analysis.

  • Prepare annual Finance department budget and provided monthly status updates to management.

  • Develop financial models and process analyses to support organizational decision making.

  • Foster cross-functional partnerships with business leaders across the company.

  • Assist with implementation and transition to new financial system for budgeting and forecasting.

  • Proactively assess and drive improvements in the various FP&A processes, tools, and systems to drive greater efficiency and effectiveness.

  • Complete and present ad hoc analyses for executives as required.

  • Perform other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

  • Raymond James Financial business, strategy, and culture.

  • Intermediate understanding of P&L, balance sheet and cash flow statements.

  • Intermediate understanding of financial modeling and forecasting.

  • Intermediate concepts, principles, and practices of finance and accounting.

  • Moderate understanding of current financial market and economic events.

Skill in

  • Advanced skills with Microsoft Office Suite, especially Excel and PowerPoint.

  • Enthusiasm for problem-solving through quantitative modeling and analysis.

  • Self-starter who is proactive, intellectually curious, and ability to seek out projects independently.

  • Strong communication skills, both verbal and written, as well as a collaborative mindset and approach to work.

  • Exceptional organization skills and keen attention to detail and accuracy.

  • Ability to prepare management reports in a format that can be quickly reviewed and understood by management.

  • Interpersonal communication sufficient to interact with associates at all levels.

Ability to

  • Organize, manage, and track multiple detailed tasks and assignments in a fast-paced work environment.

  • Self-start and work independently with limited direction or supervision.

  • Partner with other functional areas to accomplish objectives.

  • Maintain highest level of discretion in dealing with confidential information.

  • Exhibit professionalism and be around senior management.

  • Handle multiple priorities simultaneously.

Educational/Previous Experience Requirements

  • Bachelor’s degree (B.A) in finance, economics, accounting, or business-related degree

  • Minimum 6-8 years finance-related experience

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

Licenses/Certifications

  • None required.

Job: Accounting & Finance

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization RJF Corporate

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2203753

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