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Senior Analyst, Transformation & Strategy
- Raymond James Financial, Inc. (St. Petersburg, FL)
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Essential Duties and Responsibilities
+ Lead and manage risk management projects through planning, execution, and completion, ensuring alignment with organizational objectives and timelines.
+ Collaborate with business unit leaders and subject matter experts to define project requirements, identify risks, and develop effective mitigation strategies.
+ Assist in preparing executive-level reports and presentations, translating complex risk insights into actionable recommendations for senior management and board audiences.
+ Conduct ongoing analysis of risk trends through business monitoring, risk assessments, and data-driven evaluations, supporting continuous improvement in risk management practices.
+ Partners with other groups within Risk Management to ensure delivery of a cohesive product.
+ Develops and maintains an in-depth understanding of business areas, their products, and supporting functions.
+ Monitor regulatory changes and market events, proactively assessing their impact on ongoing projects and risk priorities.
+ Support the development and maintenance of comprehensive project documentation, including status updates, key findings, and recommendations for process enhancements.
+ Build and maintain strong relationships with internal stakeholders, facilitating effective communication and collaboration across teams.
+ Assist in identifying and evaluating key controls, remediation activities, and risk management issues, ensuring thorough documentation and follow-up.
+ Contribute to a culture of engagement, adaptability, and continuous learning within the risk management team.
+ Perform other duties as assigned, demonstrating initiative and a commitment to professional growth.
Knowledge, Skills, and Abilities
Knowledge of
+ Fundamental concepts, practices and procedures of risk management and risk assessment.
+ Fundamental concepts of financial markets and products.
+ Fundamental subject expertise associated with the area of responsibility.
+ Business planning, analysis, and reporting.
Skill in
+ Managing risk management projects through all phases, including proposal, planning, execution, and completion, while ensuring alignment with organizational goals and timelines.
+ Collaborating effectively with business unit leaders and subject matter experts to define requirements, identify risks, and develop mitigation strategies.
+ Preparing clear, concise, and impactful executive-level reports and presentations that translate complex risk data into actionable insights for senior management and board audiences.
+ Analyzing risk trends using business monitoring, risk assessments, and data-driven evaluations to support continuous improvement in risk management practices.
+ Building and maintaining strong relationships with internal stakeholders to facilitate effective communication and collaboration across teams.
+ Organizing and maintaining comprehensive project documentation, including status updates, key findings, and recommendations for process enhancements
+ Adapting to changing priorities and managing multiple tasks in a fast-paced environment, consistently meeting deadlines and project objectives.
+ Demonstrating initiative, enthusiasm, and a commitment to professional growth and continuous learning.
+ Excellent verbal and written communication and interpersonal skills with the ability to present complex and sensitive issues to senior management and influence change.
+ Intermediate to advanced knowledge of Excel, PowerPoint, and data visualization tools (Tableau, Qlik etc.)
+ Interpersonal skills, adaptability, and ability to manage multiple priorities
Ability to
+ Attend to detail while maintaining a big picture orientation.
+ Gather information, identify linkages and trends, and apply findings to assignments.
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
+ Meet tight deadlines within budgeted hours.
+ Read, interpret, and apply information from business periodicals and professional journals.
+ Work independently, demonstrating initiative and critical thinking skills.
+ Provide a high level of customer service.
+ Establish and maintain effective working relationships at all levels of the organization.
+ Communicate effectively, both orally and in writing, with all organizational levels.
Educational/Previous Experience Requirements
Education/Previous Experience
+ Bachelor’s Degree and a minimum of three (3) years’ experience in a related field.
+ OR ~
+ Any equivalent combination of education, training or experience approved by Human Resources.
No Travel required.
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Senior Analyst, Transformation & Strategy
- Raymond James Financial, Inc. (St. Petersburg, FL)