Senior Financial Analyst (Empyrean Model)

Job Description

Job Summary

Under limited supervision, uses specialized knowledge and skills obtained through education and experience to prepare financials and financial analysis reports for complex business units. Involves varied complex finance functions with responsibility for making non-routine decisions. Evaluation, originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to specific assignments. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and problems.

Essential Duties And Responsibilities

• Knowledge of preparing and running the quarterly AL model, preferably Empyrean experienced.
• Reviews, evaluates and implements process improvements, as appropriate.
• Reviews and evaluates suggestions for additional controls to improve current processes.
• Analyses and reconciles general ledger accounts to ensure proper classification and integrity of information in the AL model.
• Coordinates with senior management on the presentation and preparation of internal management reports that can be quickly reviewed by management.
• Prepares quarterly Board Reports relevant to IRR and Liquidity Risk.
• Prepared NIM projections for quarterly earnings call.
• Prepares schedules for and interacts with internal/external auditors.
• Lead the bank’s Annual Stress Test.
• Prepares the bank’s balance sheet and interest related annual budget and continued updated projections.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Advanced accounting concepts, practices and procedures.
• AL model experience, preferably Empyrean.
• Financial products.
• Generally accepted accounting principles (GAAP), SEC reporting
  
  

Skill in

• Preparing financial management reports.
• Reviewing, interpreting and analyzing financial information.
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets and complex databases.
  
  

Ability to

• Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.
• Implement changes to standard procedures when required by specific situations and circumstances.
• Work independently, make non-routine decisions and solve complex accounting problems.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
• Establish and communicate clear directions and priorities.
• Explain or clarify financial information to all levels of management.
• Provide training to others.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Provide a high level of customer service.
• No SIE required***
  
  

Education

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

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Remote

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.

Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT