Manager, Financial Reporting - RJ Bank

Job Description Summary

Manages the maintenance of the organization's general ledger and accounting records of the organization.

Job Description

Job Summary

Under general direction, directs the activities and monitors progress of the department. Oversees the preparation of management reports and departmental budget. Establishes and monitors area workflow to adjust procedures and/or training needs as necessary. Provides departmental associates both guidance for corporate/ department policies and coaching for area performance and team building activities.

Essential Duties and Responsibilities

• Develops training, evaluates and develops associates, including hiring and disciplinary action.

• Directs and monitors area workflow, delegates tasks, revises schedules in response to volume fluctuations.

• Assists staff with resolution of complex business issues.

• Prepares monthly status updates and annual department budget for management.

• Analyzes recurring inquiries to identify training needs of associates and directs subsequent training.

• Develops, implements, and enforces service standards to quantify associates and team performance..

• Oversees and supports the tactical execution of the Construction Loan Administration, Mortgage Funding, Corporate Loan operations and General Ledger reconciliation processes.

• Completes performance evaluations, annual salary reviews and bonus allocations.

• Performs other duties and responsibilities as assigned.

Knowledge of

• Microsoft Office products sufficient to create/update spreadsheets and documents as well as communicate via e-mail.

• Construction Loan Administration

• General Ledger reconciliation

• Mortgage funding

• Corporate Lending

• General office practices, procedures and methods.

• General supervisory principles.

Skill in

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

• Problem solving sufficient to effectively analyze, research and resolve inquiries in a timely manner.

• Mathematics sufficient to perform basic math functions.

Ability to

• Handle multiple priorities simultaneously.

• Respond quickly and adjust to changing priorities.

• Provide a high level of service to clients, including management.

Education

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

Work Experience

General Experience - 6 to 10 years

Certifications

Certified Public Accountant (CPA) - Boards of Accountancy (NASBA), 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 of merit and business needs. 

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