Lead Financial Analyst, Technology

Note: This position will follow our hybrid work model, we expect the selected candidate to be in office 50% of the total number of business days in a given month in the St. Petersburg, FL Corporate Office.

This role is not eligible for Work Visa sponsorship, either currently or in the future.

As part of the Ops & Tech Finance Business Management team, the Lead Financial Analyst will work closely with all Technology departments to oversee administrative deliverables related to budgets, finance, resources, and procurement. This position will partner with IT Finance, project management, resource management, procurement/vendor management, infrastructure, development, service delivery and architecture groups.

• Oversee administrative deliverables for assigned Technology Operational team(s) or area. Functions as a liaison between Technology administrative groups and operational teams.
• Manages the annual budget process and plays a lead role in coordination with IT Finance.
• Produces and presents monthly expense and staffing review packages to multiple levels of area leadership, from the senior executive down to the department manager.
• Partners with the resource management team for new staffing requests, onboarding, and time tracking purposes.
  
  - Assumes leadership role in purchasing requests (i.e. working with procurement, vendor requirements, navigating the approval process).
• Works closely with Project Management to provide guidance and assistance with project charter creation and review.
• Partners with assigned senior leaders in assigned operational groups to create and manage specific business metrics.
• Performs other duties and responsibilities as assigned.

• Minimum of a Bachelor’s degree in Business, Finance, Accounting or related degree and five (5) years of relevant experience or a combination of education, training and experience is preferred.
• Financial Services experience highly preferred.
• Background partnering with an IT organization is highly preferred.

• Financial Analysis, data, and metrics.
• Project Management and methodologies.
• Generally accepted accounting principles (GAAP).
• Time tracking systems (preferably Service Now).

• Reviewing, interpreting, and analyzing financial information.
• Using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and dashboards.

• Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
• Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
• Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.
• Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.
• Develop and use collaborative relationships to facilitate the accomplishment of work goals.
• Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.
• Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.

• None required.

Bachelor’s:
Accounting, Bachelor’s:
Business Administration, Bachelor’s:
Finance, High School (HS) (Required)

Less than 25%

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.

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• 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

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.