Lead Financial Analyst I

Job Description

Job Summary

Under limited supervision, uses specialized knowledge and skills obtained through education and experience to prepare financials and financial analysis reports for complex business units. Involves varied complex finance functions with responsibility for making non-routine decisions. Evaluation, originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to specific assignments. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and problems.

Essential Duties and Responsibilities

• Knowledge of preparing and running the quarterly AL model, preferably Empyrean experienced.
• Reviews, evaluates and implements process improvements, as appropriate.
• Reviews and evaluates suggestions for additional controls to improve current processes.
• Analyses and reconciles general ledger accounts to ensure proper classification and integrity of information in the AL model.
• Coordinates with senior management on the presentation and preparation of internal management reports that can be quickly reviewed by management.
• Prepares quarterly Board Reports relevant to IRR and Liquidity Risk.
• Prepared NIM projections for quarterly earnings call.
• Prepares schedules for and interacts with internal / external auditors.
• Lead the bank's Annual Stress Test.
• Prepares the bank's balance sheet and interest related annual budget and continued updated projections.
• Performs other duties and responsibilities as assigned.

Knowledge of

Skill in

Ability to

Education

Bachelor's : Accounting, Bachelor's : Business Administration, Bachelor's : Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Salary Range

100,000.00-$110000.00

Travel

Less than 25%

Workstyle

Remote

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 :

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.

Raymond James Bank is an EOE / AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE / AA : Female / Minorities / Disabled / Protected Veterans / LGBT

LI-AT1

Salary : $100,000 - $110,000