Job Description

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 ability to apply to them to day-to-day duties.

•Contacts associates to discuss deviations from policy and determine proper course of action to correct.

•Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

•Intermediate accounting concepts, practices and procedures.

•Accrual based accounting practices.

•Accounting software packages.

Skill in

•Preparing surveys.

•Analyzing financial information.

•Performing mathematical calculations.

•Operating standard office equipment and using required software applications, including Microsoft Word, Excel and Access.

Ability to

•Assist in leading meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.•

Identify, recommend and justify changes to standard procedures when required by specific situations and circumstances.

•Work independently, make routine decisions and use resolve or recommend solutions to moderately complex accounting problems.

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

•Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Educational/Previous Experience Requirements

Education/Previous Experience

•Bachelor’s Degree (B.A.) in accounting or finance and up to two (2) years internal accounting experience.

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OR

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

Licenses/Certifications

•None Required.

Education

Bachelor’s

Work Experience

General Experience - 7 to 12 months

Certifications

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.