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Job Description

Job Summary

Under general supervision, uses knowledge and skills obtained through education and/or experience to support the Firm as its builds its Liquidity capabilities in preparation for continued growth and additional regulatory requirements associated with firms in excess of $100 billion. The role will focus on the buildout of long-term and short-term cash flow forecasting for the parent company and material subsidiaries. Supports analyses on complex projects that are broad in nature with responsibility for recommending solutions and proper treatment.

Essential Duties and Responsibilities

• Supports the build, ongoing maintenance, and running of short and long-term cash flow projections, financial statement projections, and various FP&A analyses for capital and liquidity.

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

• Prepares analyses and reports for the RJF Board of Directors and management committees.

• Assists with requests from Risk Management, Internal Audit, and regulators.

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

• 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.

• Performs other duties and responsibilities as assigned.

Knowledge of

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

• Financial modeling and analysis concepts, practices, and procedures.

• Fundamental concepts of financial markets.

• Financial modeling, and risk management.

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.

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.

• Experience with R, Python, or other statistical modeling program is a plus

Licenses/Certifications

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

No SIE required

Education

Bachelor’s: Economics, Bachelor’s: Finance, Bachelor’s: Statistics

Work Experience

General Experience - 3 to 6 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.

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