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Manager of Finance, PCG

Raymond James Financial, Inc. • Saint Petersburg, FL • 22h ago

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.

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