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Form of workJob Summary
Under general supervision, uses specialized knowledge and skills obtained through education and experience to review financial items that impact Raymond James as a whole. Guidance is provided to perform varied moderately complex accounting activities with responsibility for making routine decisions. Some evaluation, originality and ingenuity are required to locate, select, apply and justify appropriate action for situations and circumstances that require a deviation from standard procedures. Resolves or recommends solutions to moderately complex problems. Regular contact with internal customers is required to identify, research, and recommend solutions to financial issues.
Essential Duties and Responsibilities
• Assists in leading departmental teams to provide job related input to ensure all relevant information is considered.
• Assists in preparing organization-wide surveys using various financial tools and resources and reviews results with management.
• Organizes financial information and prepares management reports in a format that can be quickly reviewed by management.
• Identifies potential process improvements to increase efficiency in processing or analyzing financial information.
• Participates in the annual budget process by compiling information for the business unit to use in preparing budgets.
• Assists in month end profit and loss review.
• Analyzes and reconciles general ledger accounts to ensure proper classification and integrity of information.
• Identifies potential impact of new departments, subsidiaries, products and other changes on job responsibilitie
• Resolves or recommends solutions to moderately complex problems.
• Understands firms policies (related to financial items) with the ability to apply to them to day-to-day duties.
• Contacts associates to discuss deviations from policy and determine proper course of action to correct.
• Performs other duties and responsibilities as assigned.
Qualifications:
Knowledge, Skills, and Abilities
Knowledge of
• Intermediate accounting concepts, practices and procedures.
• Accrual based accounting practices.
• Accounting software packages.
Skill in
• Preparing surveys.
• Analyzing financial information.
• Performing mathematical calculations.
• Operating standard office equipment and using required software applications, including Microsoft Word, Excel and Access.
Ability to
• Assist in leading meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.
• Identify, recommend and justify changes to standard procedures when required by specific situations and circumstances.
• Work independently, make routine decisions and use resolve or recommend solutions to moderately complex accounting problems.
• Communicate effectively, both orally and in writing, with all organizational levels.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Educational/Previous Experience Requirements
Education/Previous Experience
• Bachelor's Degree (B.A.) in accounting or finance and up to two (2) years internal accounting experience.
• OR ~
• Any equivalent combination of experience, education and/or training approved by Human Resources.
Licenses/Certifications
• None Required.
Raymond James Guiding Behaviors
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 same
• Work with and through others to achieve desired outcome
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
