Job Description Summary

Job Description

Under general supervision, uses specialized knowledge and skills obtained through education and experience to review financial items that impact Raymond James as a whole. Guidance is provided to perform varied moderately complex accounting activities with responsibility for making routine decisions. Some evaluation, originality and ingenuity are required to locate, select, apply and justify appropriate action for situations and circumstances that require a deviation from standard procedures. Resolves or recommends solutions to moderately complex problems. Regular contact with internal customers is required to identify, research, and recommend solutions to financial issues.

Essential Duties and Responsibilities

• Applies specialized financial knowledge and professional judgment to review, interpret, and validate financial transactions under general supervision.

• Executes a range of moderately complex accounting functions, including journal entries, accruals, and reconciliations, ensuring compliance with GAAP and internal policies.

• Identifies and resolves moderately complex financial discrepancies, offering practical solutions that support operational and reporting accuracy.

• Prepares financial reports that are clear, concise, and optimized for executive review and decision-making.

• Evaluates existing financial workflows and systems to identify opportunities for automation, streamlining, and improved data integrity.

• Performs detailed analysis and reconciliation of general ledger accounts to ensure proper classification and accuracy of financial data.

• Investigates variances and recommends corrective actions to maintain financial statement integrity and support audit readiness.

• Conducts precise financial calculations to support budgeting, forecasting, and variance analysis.

• Communicates financial insights and technical information effectively across departments, both verbally and in writing.

• Manages multiple high-detail assignments with shifting priorities in a fast-paced finance environment, demonstrating strong organizational and time-management skills.

• Participates in testing and implementation of new financial systems or upgrades, ensuring alignment with business requirements and data accuracy.

• Develops and documents finance-related procedures and process flowcharts to support internal controls, training, and operational consistency.

• Provides responsive and professional customer service to internal and external stakeholders, addressing inquiries, resolving issues, and ensuring a positive experience in all financial interactions.

Knowledge, Skills, and Abilities

• Intermediate accounting concepts, practices and procedures.

• Accrual based accounting practices.

• Accounting software packages.

Skill in

• Preparing surveys.

• Analyzing financial information.

• Performing mathematical calculations.

• Operating standard office equipment and using required software applications, including Microsoft Word, Excel and Access.

Ability to

• Assist in leading meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.

• Identify, recommend and justify changes to standard procedures when required by specific situations and circumstances.

• Work independently, make routine decisions and use resolve or recommend solutions to moderately complex accounting problems.

• Communicate effectively, both orally and in writing, with all organizational levels.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Educational/Previous Experience Requirements

• Bachelor’s Degree (B.A.) in accounting or finance and up to two (2) years internal accounting experience.

• OR ~

• Any equivalent combination of experience, education and/or training approved by Human Resources.

Education

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

Work Experience

General Experience - 13 months to 3 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-JM1