Job Description Summary

Job Description

Under general direction, uses specialized knowledge and skills obtained through education and experience to supervise and assist the team with the processing, auditing, and continuous process improvement initiatives. Works with the business units along with key business stakeholders to ensure the team is providing adequate support. Leads defined work or projects of moderate scope and complexity and resolves or recommends solutions to complex problems. Regular contact with senior management and the business units is required to identify, research, and resolve accounting issues and problems.

Essential Duties and Responsibilities

• Supervise all team accounting efforts.

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

• Oversee and assists team with preparation of reports for management.

• Ensures that adequate internal controls and procedures are followed, ensuring compliance with Sarbanes Oxley.

• Works closely with management to achieve organizational objectives.

• Maintains frequent and regular communication with the business units to discuss any changes in business practices, contracts or agreements or new business items that may impact financial reporting, including disclosure items, for the business units as required.

• Provide professional support to associates, identifies training needs, and approves development plans.

• Performs other duties and responsibilities as assigned.

Knowledge of

• Company’s working structure, policies, mission, and strategies.

• Fundamental accounting concepts, practices, and procedures.

• General ledger systems and financial statements.

• Generally Accepted Principles of Accounting (GAAP).

• Sarbanes Oxley compliance regulations.

• Accounting software applications.

• Principles of finance and securities industry operations.

Skill in

• Using required software applications to produce correspondence, reports, electronic communication, and spreadsheets.

• Analyzing financial information.

• Performing mathematical calculations.

• Reporting accounting data and information.

• Preparing management reports.

• Interpreting and applying policies and procedures.

Ability to

• Plan, assign, monitor, review, evaluate and supervise the work of others.

• Identify training needs and develop associates.

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

• Establish and communicate clear directions and priorities.

• Implement changes to standard procedures when required by specific situations and circumstances.

• Work independently, make non-routine decisions and resolve complex accounting problems.

• Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.

Education/Previous Experience

Bachelor’s degree in finance, Accounting, Business Administration, or a related field and 3–5 years of progressive accounting experience in travel and expense management, corporate accounting, or finance shared services, including 1–2 years of supervisory experience.

OR ~

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

Preferred Qualifications

• Experience with corporate travel and entertainment (T&E) programs, including employee expense reimbursement processes and corporate card administration.

• Experience monitoring policy compliance, reconciliations, and reporting related to travel and expense activities.

• Previous supervisory, team lead, or people management experience, including coaching and developing associates.

Licenses/Certifications

SIE is required provided that an exemption or grandfathering cannot be applied.

Series 99, or ability to obtain within 120 days (as required by FINRA), may be required depending on assigned functional area.

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.