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Job Description

Job Summary

Under general direction, uses specialized knowledge and skills obtained through education and experience to supervise and assist the team with preparing financial statements and other financial analysis reporting for complex business units. Works with the business units along with key business stakeholders to ensure the team is providing adequate support. Leads defined work or projects of moderate scope and complexity and resolves or recommends solutions to complex problems. Regular contact with senior management and the business units is required to identify, research, and resolve accounting issues and problems.

Essential Duties and Responsibilities

+ Maintains frequent and regular communication with the business units to discuss any changes in business practices, contracts or agreements or new business items that may impact financial reporting, including disclosure items, for the business units as required.

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

+ Ensures that adequate internal controls and procedures are followed, ensuring compliance with Sarbanes Oxley.

+ Oversees and assists team with preparation of reports for management.

+ Works closely with management to achieve organizational objectives.

+ Provide professional support to associates, identifies training needs, and approves development plans.

+ Supervise all team accounting efforts.

+ Performs other duties and responsibilities as assigned.

Knowledge of

+ Company’s working structure, policies, mission, and strategies.

+ Fundamental accounting concepts, practices and procedures.

+ General ledger systems and financial statements.

+ Generally Accepted Principles of Accounting (GAAP).

+ Sarbanes Oxley compliance regulations.

+ Accounting software applications.

+ Principles of finance and securities industry operations.

Skill in

+ Using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.

+ Analyzing financial information.

+ Performing mathematical calculations.

+ Reporting accounting data and information.

+ Preparing management reports.

+ Interpreting and applying policies and procedures.

Ability to

+ Plan, assign, monitor, review, evaluate and supervise the work of others.

+ Identify training needs and develop associates.

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

+ Establish and communicate clear directions and priorities.

+ Implement changes to standard procedures when required by specific situations and circumstances.

+ Work independently, make non-routine decisions and resolve complex accounting problems.

+ Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.

Education/Previous Experience

Bachelor’s Degree (B.A.) in Accounting or Finance and 3-5 years of professional experience in accounting with 0-1 years’ experience in supervision.

OR ~

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

Licenses/Certifications

SIE required provided that an exemption or grandfathering cannot be applied.

Series 99, or ability to obtain within 120 days (as required by FINRA), may be required depending on assigned functional area.

**Travel Required:** Yes, 5 % of the Time

Education

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

Work Experience

General Experience - 3 to 6 years

Certifications

GS - Gen Sec Rep - 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.