Financial Analyst | Technology Business Management

Job Description Summary

Job Description

Analyze financial data by collecting, monitoring and creating models for decisions and cost allocations for specific business units within the Information Technology (IT) organization. Assists with P&L and project budget development for the 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.

Essential Duties and Responsibilities:

• Participate and lead in the design, development, and implementation of the Technology Business Management (TBM) Model, Architecture and Data across Cost Pools, Towers, Services and Bills of IT.

• Develop reports for key stakeholders that are simple, yet powerful allowing end users to drill down into data and gather insights into their IT related costs.

• Design and document processes and procedures for use by the TBM Team, users and administrators.

• Prepares periodic financial information and presentations for senior management and select external resources to include month-end, quarter-end and year-end activities.

• Participates in the annual budget process by compiling cost information for business units to use in preparing budgets.

• Analyzes and reconciles general ledger accounts to ensure proper classification and integrity of information.

• Performs special projects to improve process efficiency and performance. 

• Support the team in day-to-day operational activities, support, enhancements.

• May occasionally work a non-standard shift including nights and/or weekends.

Educational/Previous Experience Requirements:

• Bachelor’s degree in Finance, Accounting, Business or related degree and one to three (1-3) years of relevant experience or a combination of education, training and experience is preferred.

Knowledge of the following preferred:

• Advanced accounting concepts, practices and procedures.  

• Cost Allocation  

• Accounting software packages.   

• Experience with Technology Business Management tools, such as Apptio.

• Advanced proficiency with Microsoft Suite is a strong plus. 

Licenses/Certifications:

• None required.

Education

Work Experience

Certifications

Travel

Workstyle

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.