2026 Associate Financial Analyst - St. Petersburg, FL

Job Description Summary

Uses specialized knowledge of branch compensation arrangements and accounting skills obtained through experience and training to manage the various branch compensation process and 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 across the FA liefcycle.

Job Description

Raymond James Overview 

One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. 

Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. 

At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options. 

We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Job Summary 

Under general supervision, uses specialized knowledge and skills obtained through education and experience to review financial items that impact Raymond James as a whole. Guidance is provided to perform varied moderately complex accounting activities with responsibility for making routine decisions. Some 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 or recommends solutions to moderately complex problems. Regular contact with internal customers is required to identify, research, and recommend solutions to financial issues. 

Essential Duties and Responsibilities 

• Assists in leading departmental teams to provide job related input to ensure all relevant information is considered.  

• Assists in preparing organization-wide surveys using various financial tools and resources and reviews results with management.  

• Organizes financial information and prepares management reports in a format that can be quickly reviewed by management.  

• Identifies potential process improvements to increase efficiency in processing or analyzing financial information.  

• Participates in the annual budget process by compiling information for the business unit to use in preparing budgets.  

• Assists in month end profit and loss review.  

• Analyzes and reconciles general ledger accounts to ensure proper classification and integrity of information.  

• Identifies potential impact of new departments, subsidiaries, products and other changes on job responsibilities  

• Resolves or recommends solutions to moderately complex problems.  

• Understands firms policies (related to financial items) with the abil