Raymond James · 17 hours ago
Senior Business Analyst, Data Analytics & CPM
St Petersburg, Florida - United States
Full-time
Hybrid
Mid, Senior Level
3+ years expRaymond James is a financial services firm seeking a Senior Business Analyst specializing in Data Analytics and CPM. The role involves providing guidance for business transformation, supporting accounting systems, and driving initiatives to enhance business processes across the organization.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Supports, maintains, troubleshoots complex issues and administers the primary software systems for the business area
Develops SME/expert proficiency in 1-2 business area systems to address technical requests by super users and IT
Coordinates/manages the testing of patches, fixes and upgrades to business systems via the standard testing path of Development, QA and Production, while working with impacted business users to complete thorough UAT and cradle-to-grave testing
Development of training curriculum and training materials for existing and new functionality including leading training sessions for the purpose of empowering our business partners to better use the systems and tools available to them
Ensure data integrity across financial systems through regular reviews and reconciliations
Support the month-end close process and other accounting functions by maintaining accurate and reliable data flows
Works closely with the Information Technology department, application vendors, and managed-service partners to resolve technical and system issues
Leads cross-functional project teams for system upgrades and enhancements including the development, testing, and implementation of new functionality within the system
Partner with Finance, IT, and other departments to align on system and process requirements, gather feedback, and develop solutions that meet cross-departmental needs
Serve as the accounting systems expert to support business initiatives
Leads requirements gathering, user acceptance testing, documentation and hypercare
Trains and mentors lower-level associates and interns
Perform other duties and responsibilities as assigned
Qualification
Required
Strong knowledge of financial processes, including experience with financial close, consolidations, financial reporting, and FP&A
Principles, practices, and procedures of internal systems and processes
Project Management processes and procedures
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases at an intermediate level
Keyboard/typing and 10-key data entry
Strong analytical and problem skills sufficient to recognize and detect work errors and correct them or offer resolution
Strong detail-orientation
Plan, organize, manage, and track multiple detailed work assignments with constantly changing priorities and close deadlines in a fast-paced work environment
Constructively work under stress and pressure and produce a high volume of assignments using strong organizational and time management skills to meet deadlines
Be self-motivated with strong sense of creativity and ability to work independently with confidence
Provide excellent customer service to internal customers and foster team cohesiveness, cooperation and effectiveness within the team and across the organization
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
Think logically to analyze and solve business problems
Bachelor's degree with technical or business specifications and three (3) to five (5) years' experience including any combination of the following: systems administration, technical customer support, application administration, software development, project management, technical consulting, software upgrade/implementation, technical analysis, general finance or accounting
Any equivalent combination of experience, education, and/or training approved by Human Resources
Preferred
Business Process Improvement Processes and Procedures preferred
OneStream, Hyperion (HFM), or other CPM system experience strongly preferred
OneStream, Hyperion (HFM), or other CPM system certifications
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
2026-02-04
2026-02-03
2026-02-03
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