Manager of Finance, PCG

Job Description Summary

Conducts and prepares economic, financial, and statistical analysis to inform business strategies. Has excellent theoretical and practical knowledge of different financial and analytical techniques, and the capability to take ownership of projects and meet conflicting deadlines. Acts as a subject matter expert and key partner to senior leadership on financial matters.

Job Description

Responsibilities:

• Review and analyze monthly Profit & Loss and other financial statements

• Analyzes data from multiple sources to identify business impacts and inform leadership to guide key decision making.

• Helps drive strategic initiatives by providing timely, quality analysis to leadership

• Contributes to ongoing management reporting providing actionable insights and looking for trends.

• Manages critical elements of data systems and ensures compliance with financial policies and regulations.

• Resolves complex financial and quantitative matters.

• Serves as a subject matter expert in technology, policy, or operations.

• Maintains up-to-date knowledge of regulations, industry best practices and competitive landscape.

• Identifies synergies and efficiencies and implements actionable steps to improve processes.

• Facilitate meetings with peers and senior leadership

• Mentor and develop finance team members, fostering a culture of continuous improvement and professional growth.

• Collaborate with leaders and stakeholders throughout the firm to align business objectives.

• Assist in the budgeting and planning process

Skills:

• Strong understanding of financial statements, budgeting/forecasting & allocations

• Advanced expertise in financial analysis, modeling, and reporting.

• Strong leadership and team development capabilities.

• Proficiency with financial systems, analytical and business software.

• Excellent communication and stakeholder management skills.

• Ability to manage multiple priorities and deliver results in a dynamic environment. Independently analyzes data trends and guides others on the team.

• Develops financial and economic models.

• Performs advanced quantitative analysis.

• Plans, organizes, and oversees activities to achieve PCG objectives.

Educational/Previous Experience Requirements

• Bachelor’s Degree (B.A.) in Accounting, Finance, Business, or Economics with Five (5) years’ experience in either financial services or an accounting role.

• Relevant internship experience (accounting, finance, or investment-related).

• OR ~

• An equivalent combination of education, experience, and/or training as approved by Human Resources.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience- 3 to 6 years

Certifications

Other Certification Not Listed- Other

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 sameWork with and through others to achieve desired outcomes

 Make prompt, pragmatic choices and act with the client in mindTake 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. #LI-JM1