Sr. Analyst, Investor Relations and Financial Planning and Analysis

Job Description Job Summary The Senior Analyst will assist in developing, implementing, and managing Raymond James’ investor relations program and financial planning and analysis function. This professional will be responsible for providing direct support for activities as it relates to stakeholder interests in quarterly reporting, strategic financial analysis and understanding key issues of shareholders. Reporting to the Director, Investor Relations and FP&A, the Senior Analyst will work closely with the firm’s financial reporting, strategy, legal, and corporate communications teams in understanding financial reports, firm strategy and maintaining consistent communications to all external and internal audiences. Essential Duties and Responsibilities Develop and regularly update presentation materials used by senior management in a myriad of investor-related settings Analyze financial data (quarterly reports, budgets, forecasts, etc.) and regularly perform variance and sensitivity analysis. Track analysts’ expectations on a quantitative and qualitative basis and highlight significant variances between external and internal expectations. Maintain detailed consensus models. Support mid-year and annual budget process including workforce planning Work cooperatively with other internal business partners to create quarterly earnings materials used by senior management to support strategy and messaging when communicating to analyst and investor community. Collect relevant data required and assist in preparation of financial communications related to quarterly and annual reporting, investor and Board presentations. Maintain IR’s contact database on a timely manner and deliver periodic reporting to measure the effectiveness of firm's investor relations program. Track, monitor and analyze performance metrics of industry peer group and support competitive analysis activities. Understand and track proxy voters and institutional investor guidelines key governance issues. Support the process of organizing and developing content for annual Investor Day event. Maintain the accuracy and timely update of Investor Relations website. Manage various logistical aspects of quarterly earnings process. Review, evaluate and implement process improvements, as appropriate. Perform other duties and responsibilities, as assigned. Knowledge of Raymond James Financial business, strategy, and culture. Intermediate concepts, principles, and practices of finance and accounting. Intermediate economic and investment management concepts. Moderate understanding of current financial market and economic events. Skill in Deep understanding of financial statements and financial modeling. Exceptional organization skills and keen attention to detail and accuracy. Advanced skills with Microsoft Office Suite, especially Excel and PowerPoint. Strong communication skills including written, verbal, listening and presentation development. Preparing management reports in a format that can be quickly reviewed and understood by management. Ability to Produce materials with strong attention to detail and accuracy Organize, manage and track multiple detailed tasks and assignments in a fast-paced work environment. Self-start and work independently with limited direction or supervision. Implement changes to standard procedures when required by specific situations and circumstances. Partner with other functional areas to accomplish objectives. Maintain highest level of discretion in dealing with confidential information. ***No SIE Required*** Education Bachelor’s: Accounting, Bachelor’s: Economics, Bachelor’s: Finance Work Experience General Experience - 3 to 6 years Certifications Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) 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 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. #LI-AT1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.