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Job Description

Job Summary

Under supervision, the candidate uses specialized knowledge and skills obtained through education and experience to provide members of senior leadership, management level committees, and board level committees with reporting, analytics, governance, and ad hoc analyses. These materials will support the ongoing management of and strategic decision making related to the Firm’s capital. A successful candidate will have a demonstrated history of being an individual self-starter, working efficiently to meet tight deadlines, and recommending solutions to complex problems.

Essential Duties and Responsibilities

+ Assists finance leadership with planning and executing strategic initiatives, with a focus on delivering timely, accurate, and insightful materials to the RJF Capital Planning Committee and RJF Board Capital Planning Committee.

+ Prepares analyses and reports for the RJF Board of Directors and management committees.

+ Develops, maintains, and tests the firm’s Capital Contingency Plan.

+ Supports the annual updates to the Capital Policy and Capital Contingency Plan, including refresh of capital goals and targets.

+ Monitors and reports on capital levels against targets/goals. Assists with execution of capital actions in line with strategy.

+ Stays abreast of evolving regulatory requirements.

+ Assists with requests from Risk Management, Internal Audit, and regulators.

+ Identifies and recommends process improvements to increase efficiency in analyzing financial information.

+ Assists in training others.

+ Performs other duties and responsibilities as assigned.

Knowledge of

+ Specific subject matter expertise regarding area of responsibility and a solid business understanding of Raymond James products and services.

+ Financial analysis concepts, practices, and procedures.

+ Fundamental concepts of financial markets.

+ Financial risk management and mitigation strategies to support sound financial planning.

+ Regulatory expectations for Large Financial Institutions (LFI).

Ability to

+ Gather and analyze financial information to identify key trends, risks, and insights. Analyze issues, evaluate alternatives, develop proposals, and present recommendations.

+ Use Excel for financial modeling, data manipulation, and creating financial forecasts.

+ Leverage technologies like Excel and Business Intelligence tools for forecasting, and reporting.

+ Communicate effectively, both orally and in writing, across all organizational levels,

+ Partner with other functional areas to accomplish objectives.

+ Proactively address issues and develop solutions.

+ Reengineer existing processes and implement process improvement initiatives.

Education/Previous Experience

+ Bachelor’s Degree, preferably with a major in Finance or a related field.

+ Experience with Bank Holding Company requirements preferred.

+ ~or~

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

Licenses/Certifications

+ None Required

Travel

**Travel Required:** <5%

***No SIE required***

Education

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

Work Experience

General Experience - 3 to 6 years

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 of merit and business needs.

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