Job Description Summary

Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 2-3 per week averaging 10-12 days per month in our St Petersburg, FL Corporate Office.

Job Description

Raymond James is seeking a well-rounded Senior Project Financial Analyst to join our Technology Finance Business Management team. Analyze project financial data in the ServiceNow SPM module and ensure the quality of the data for business units within the Information Technology (IT) organization. Applies specialized domain knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Makes judgements and recommendations based on analysis and knowledge.

Responsibilities:

• Assists with administrative deliverables within ServiceNow SPM module.

• Assists with monitoring team inbox and fields questions from PMO Organization.

• Analyzes reports and data quality.

• Works closely with Project Management Team to provide guidance and assistance with project charter creation and review.

• Assists in user testing for biannual system upgrades.

• Assists with Month End processing once a quarter.

• Performs other duties and responsibilities as assigned.

Skills/Previous Experience:

• Minimum of three (3) to five (5) years of relevant experience or a combination of education, training and experience is preferred.

• Financial services industry experience is a big plus.

• Experience with ServiceNow SPM module is preferred.

Knowledge, Skills, and Abilities:

Knowledge of:

• Analysis, data, and metrics.

• Project Financials.

• Time tracking systems (preferably Service Now).

Skill in:

• Reviewing, interpreting, and analyzing financial information.

• Using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and dashboards.

Ability to:

• 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.

Licenses/Certifications:

• None required.

Education

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

Work Experience

General Experience - 3 to 6 years

Certifications

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.

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