Raymond James · 2 days ago
Lead Financial Analyst, Technology
St. Petersburg, FL
Full-time
Hybrid
Senior Level
5+ years expRaymond James is a financial services firm, and they are seeking a Lead Financial Analyst to oversee administrative deliverables related to budgets, finance, resources, and procurement within their Technology departments. This role involves managing the annual budget process, producing expense and staffing review packages, and partnering with various teams to create and manage business metrics.
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
Financial Analysis, data, and metrics
Project Management and methodologies
Generally accepted accounting principles (GAAP)
Time tracking systems (preferably ServiceNow)
Preparing financial management reports
Reviewing, interpreting, and analyzing financial information
Using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and dashboards
Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions
Clearly convey information and ideas through a variety of media to individuals or groups
Use effective approaches for choosing a course of action or developing appropriate solutions
Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas
Develop and use collaborative relationships to facilitate the accomplishment of work goals
Make internal and external clients and their needs a primary focus of actions
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
TradingView
2025-12-16
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