What are the responsibilities and job description for the Business Reporting Analyst position at Raymond James Financial, Inc.?
Job Description
This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Saint Petersburg, FL corporate offices.
As a Business Reporting Analyst, you will be responsible for developing and implementing policies and programs that support the business platform, including initiatives that measure and reward production and business planning. You will create and report on various performance and profitability metrics for sales management to enhance their effectiveness. Additionally, you will provide reporting statistics to the field on a monthly basis.
Responsibilities:
Structures, performs, and provides qualitative and quantitative analyses of pertinent performance and profitability measurements for Senior Management and the field; proposes changes, as appropriate, to improve management of the business platform.
Develops and manages processes and systems to aid in division profitability and continuation.
Communicates effectively and efficiently with the field regarding firm policy changes.
Manages department databases and digest sites to ensure accuracy and functionality; works with IT on cosmetic or programming changes and development of improved screens as needed.
Establishes and maintains policies and processes, field services, and events that support the business platform.
Establishes goals, objectives, and budget for business platform administration.
Manages and resolves problems that are important to or impactful on the field, intending to remove obstacles to productivity and facilitate a positive relationship between the field and home office.
Performs other duties and responsibilities as assigned.
Skills:
Excel at intermediate or advanced level to create reports using formulas, pivot tables, and macros.
Company's working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Access database software to maintain, gather reports from, and troubleshoot databases.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, to complete work efficiently.
Independently manage and complete multiple projects and tasks.
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, at all organizational levels.
Establish and communicate clear directions and priorities.
Make professional presentations to individuals and large groups.
Use mathematics sufficient to analyze numerical data, ratios among percentages, and rates of change in trend analysis.
Provide a high level of customer service.
Reason and make decisions or recommendations on policy issues to senior management.
Detail orientation is needed to ensure the accuracy of reports, correspondence, and databases.
Utilizing business-appropriate phone manners.
Licenses/Certifications:
None Required
Education
Bachelor's: Applied Mathematics, Bachelor's: Artificial Intelligence and Robotics, Bachelor's: Business Administration, High School (HS) (Required)Work Experience
General Experience - 13 months to 3 yearsCertifications
Travel
Less than 25%Workstyle
HybridAt 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.
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