Lead Financial Analyst, Technology

Job Description Summary

Job Description

As part of the Ops & Tech Finance Business Management team, the Lead Financial Analyst will work closely with all Technology departments to oversee administrative deliverables related to budgets, finance, resources, and procurement. This position will partner with IT Finance, project management, resource management, procurement/vendor management, infrastructure, development, service delivery and architecture groups.

Essential Duties and Responsibilities:

• Oversee administrative deliverables for assigned Technology Operational team(s) or area. Functions as a liaison between Technology administrative groups and operational teams. 

• Manages the annual budget process and plays a lead role in coordination with IT Finance. 

• Produces and presents monthly expense and staffing review packages to multiple levels of area leadership, from the senior executive down to the department manager. 

• Partners with the resource management team for new staffing requests, onboarding, and time tracking purposes. - Assumes leadership role in purchasing requests (i.e. working with procurement, vendor requirements, navigating the approval process). 

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

• Partners with assigned senior leaders in assigned operational groups to create and manage specific business metrics. 

• Performs other duties and responsibilities as assigned.

Skills/Previous Experience:

• Minimum of a Bachelor’s degree in Business, Finance, Accounting or related degree and five (5) years of relevant experience or a combination of education, training and experience is preferred.

• Financial Services experience highly preferred.

• Background partnering with an IT organization is highly preferred.

Knowledge, Skills, and Abilities:

Knowledge of:

• Financial Analysis, data, and metrics.

• Project Management and methodologies.

• Generally accepted accounting principles (GAAP).

• Time tracking systems (preferably ServiceNow).

Skill in:

• Preparing financial management reports.

• 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 and/or have on-call responsibilities.

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.