Associate Financial Analyst

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

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