Description

Job Summary

Job Summary

Under general supervision, uses knowledge and skills obtained through education and/or experience to manage models, projections, and analyses of the firm’s assets, liabilities, capital, and liquidity. Supports analysis on projects that are broad in nature and cover topics such as liquidity risk management, capital management, interest rate risk management, and balance sheet planning & strategy. Supports analysis on complex projects that are broad in nature with responsibility for recommending solutions and proper treatment. Maintains contact with business leaders across the firm in order to perform job duties.

Essential Duties and Responsibilities

Essential Duties and Responsibilities

• Participates in preparation of reports for the RJF Board of Directors, in addition to funding and liquidity analyses, projections and analysis surrounding regulatory capital, and various FP&A analyses for capital and liquidity.

• Supports Finance leadership with planning and executing strategic initiatives, with a focus on enhancing capital and liquidity capabilities.

• Collaborates with associates and management at all levels of the firm.

• Participates in meetings, as well as develops presentations for executive management.

• Builds and maintains key relationships with stakeholders demonstrating a culture of engagement and assistance.

• Stays abreast of evolving capital and liquidity regulatory requirements.

• Recommends process improvements to mitigate risk and increase efficiency.

• Aids in preparation of ad hoc financial and economic analyses and reports for the RJF Board of Directors and other management committees.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge and Abilities

Knowledge of

• The firm’s working structure, policies, mission, and strategies.

• Financial analysis concepts, practices, and procedures.

• Fundamental concepts of financial markets.

• Financial modeling, and risk management.

• Familiarity with capital and liquidity models is essential.

Ability to

• Gather and analyze financial information to identify key trends, risks, and insights. Analyze issues, evaluate alternatives, develop proposals, and present recommendations.

• Use Excel for financial modeling, data manipulation, and creating financial forecasts.

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

• Prioritize and meet critical deadlines.

• Organize, manage, and track multiple tasks with frequently changing priorities in a fast-paced work environment; and maintain accuracy on completed work.

• Attend to detail, with a focus on accuracy and precision.

• Partner with other functional areas to accomplish objectives.

• Convey information clearly and effectively through both formal and informal documents.

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s Degree (B.A.) in Business Administration, preferably with a major in Finance or a related field. Minimum of three (3) years of relevant experience.

• OR

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

• Experience with Empyrean, QRM, or other balance sheet modeling software is a plus.

Licenses/Certifications

Licenses/Certifications

• None required. MBA, CFA, or demonstrated progress towards such is a plus.

Travel

Travel Required: No

Job: Accounting & Finance

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization RJF Corporate

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2402029