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Raymond James · 2 days ago

Associate Financial Analyst

Saint Petersburg, Florida - United States

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Raymond James is a financial services firm that prepares economic, financial, or statistical research and analysis to aid in business strategy development. The Associate Financial Analyst will use specialized knowledge to prepare financial metrics, report to management, and resolve cost allocation issues.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Prepares firm economic models to assist in advisor recruiting decisions

Prepares compensation pro-formas for recruited advisors as well as internal transfers and advisors exploring other compensation options

Prepares management reports in a format that can be quickly reviewed by management

Identifies costs and develops methodology for accurate allocation across the organization

Prepares organization-wide surveys using various financial tools and resources and reviews results with management

Reviews, evaluates and implements process improvements, as appropriate

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

Coordinates with management on the presentation and preparation of internal management reports that can be quickly reviewed by management

Performs other duties and responsibilities as assigned

Qualification

Financial ReportingAdvanced ExcelFinancial AnalysisMathematical CalculationsAccounting PrinciplesSurvey PreparationOffice Equipment OperationSoftware ApplicationsCommunication SkillsOrganizational SkillsProblem Solving

Required

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

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

Financial Reporting concepts, practices and procedures

Basic accounting principals

Advanced skills in Excel including knowledge of complex formulas and managing large data sets

Analyzing financial information

Performing mathematical calculations

Preparing surveys

Operating standard office equipment and using required software applications, including word processing, spreadsheets and databases

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

Work independently, make non-routine decisions and resolve 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

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

H1B Sponsorship

Raymond James has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)