Raymond James Jobs

Description

Job Summary

Job Summary

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to lead and develop strong teams responsible for the financial reporting for the businesses included in our Capital Markets segment. Such teams are responsible for the preparation of financial statements and other financial analyses related to the Capital Markets businesses for senior management and executives, including to support our quarterly earnings release process. Such teams are also responsible for the preparation of certain disclosures related to the Capital Markets segment included in our SEC filings (i.e., Form 10-Q/K) as well as other regulatory filings. Influences strategic direction, develops tactical plans and completes difficult assignments with latitude for un-reviewed actions or decisions. Regular contact with senior leaders and other internal clients is required to identify, research, and resolve accounting issues and provide comprehensive solutions to complex problems or needs.

Essential Duties and Responsibilities

Essential Duties and Responsibilities

• Leads and manages the financial reporting process ensuring compliance with GAAP, SEC and other rules and regulations.

• Manages technical accounting and oversees business units’ treatment of accounting issues, implementation of new accounting standards and compliance with regulations.

• Maintains frequent and regular communication with various Capital Markets business units to discuss any changes in business practices, contracts or agreements or new business initiatives or products that may impact financial or regulatory reporting, including disclosure, for the business units as required.

• Implements and oversees the update of internal financial reporting policies, procedures, including as a result of new accounting pronouncements.

• Identifies and implements improvements in efficiency and / or controls, including through implementation of new processes or technologies

• Ensures compliance with Sarbanes Oxley in relation to financial reporting internal controls.

• Oversees preparation of reports for management and Board of Directors.

• Oversees preparation of certain 10-Q and 10-K footnotes and disclosures to ensure reported information is accurate and supported by documentation.

• Advises senior management on a variety of accounting related topics.

• Researches and interprets SEC rules/regulations, FASB accounting pronouncements, Federal Holding Company Regulations and auditor interpretations of accounting pronouncements.

• Plans, assigns, monitors and manages the work of the financial reporting department.

• Coaches and mentors associates, identifies training needs and approves development plans.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Advanced accounting concepts, practices and procedures.

• SEC reporting regulations.

• Sarbanes Oxley compliance regulations.

• General ledger systems and financial statements.

• Generally Accepted Principles of Accounting (GAAP).

• Accounting software applications.

• Financial services and products.

Skill in

• Leading skilled financial reporting teams.

• Analyzing financial information.

• Preparing management reports and reporting financial information.

• Applying advanced accounting concepts, including for financial products

• Improve efficiency and effectiveness of teams through process improvement and automation.

• Establishing departmental objectives.

• Promoting effective coordination between business units and other functional areas.

• Identifying trends and implementing appropriate corrective action.

• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

• Plan, assign, monitor, review, evaluate and lead the work of others.

• Identify training needs and develop team.

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels, including senior leadership, to accomplish objectives.

• Establish and communicate clear directions and priorities.

• Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.

• Establish and maintain effective working relationships at all levels of the organization.

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

• Work independently, make non-routine decisions and resolve complex problems.

• Organize, prioritize, manage, and complete multiple projects and tasks concurrently, including those delegated, in a fast-paced environment with frequently changing priorities and interruptions.

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s Degree (B.A.) in Accounting or related field and a minimum of twelve (12) years of professional accounting experience, with a minimum of three (3) years of experience in a management role.

• OR

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

Licenses/Certifications

Licenses/Certifications

• SIE required provided that an exemption or grandfathering cannot be applied.

• CPA required.

• Series 99, or ability to obtain within 120 days (as required by FINRA), may be required depending on assigned functional area.

Travel

Travel Required

Travel Required: Yes, 5 % of the Time

Job: Accounting & Finance

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization RJF Corporate

Schedule Full-time

Job Shift Day Job

Travel Yes, 5 % of the Time

Req ID: 2401366