Raymond James · 1 week ago
Lead Financial Analyst, Technology
Saint Petersburg, Florida - United States
Full-time
Hybrid
Senior Level, Lead/Staff
5+ years expRaymond James is a financial services firm seeking a Lead Financial Analyst to join their Ops & Tech Finance Business Management team. The role involves overseeing administrative deliverables related to budgets, finance, resources, and procurement while partnering with various Technology departments.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
No H1B
Responsibilities
Oversee administrative deliverables for assigned Technology Operational team(s) or area. Functions as a liaison between Technology administrative groups and operational teams
Manages the annual budget process and plays a lead role in coordination with IT Finance
Produces and presents monthly expense and staffing review packages to multiple levels of area leadership, from the senior executive down to the department manager
Partners with the resource management team for new staffing requests, onboarding, and time tracking purposes
Assumes leadership role in purchasing requests (i.e. working with procurement, vendor requirements, navigating the approval process)
Works closely with Project Management to provide guidance and assistance with project charter creation and review
Partners with assigned senior leaders in assigned operational groups to create and manage specific business metrics
Performs other duties and responsibilities as assigned
Qualification
Required
Minimum of a Bachelor's degree in Business, Finance, Accounting or related degree
Five (5) years of relevant experience or a combination of education, training and experience
Knowledge of Financial Analysis, data, and metrics
Knowledge of Project Management and methodologies
Knowledge of Generally accepted accounting principles (GAAP)
Knowledge of Time tracking systems (preferably ServiceNow)
Skill in preparing financial management reports
Skill in reviewing, interpreting, and analyzing financial information
Skill in using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and dashboards
Ability to identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions
Ability to clearly convey information and ideas through a variety of media to individuals or groups
Ability to use effective approaches for choosing a course of action or developing appropriate solutions
Ability to demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas
Ability to develop and use collaborative relationships to facilitate the accomplishment of work goals
Ability to make internal and external clients and their needs a primary focus of actions
Ability to occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities
Preferred
Financial Services experience
Background partnering with an IT organization
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
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