Raymond James Financial, Inc. Manager, Financial Planning & Analysis (FP&A)- Hybrid in St. Petersburg, Florida
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.
Knowledge, Skills, and Abilities
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.
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.
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.
- None required.
Job: Accounting & Finance
Primary Location: US-FL-St. Petersburg-Saint Petersburg
Organization RJF Corporate
Job Shift Day Job
Req ID: 2203753