Job Description Summary

Leads a team responsible for enterprise consolidation activities, consolidated financial management reporting, and the integrity of consolidated financial results. Also leads accounting and reporting for corporate investing activity and corporate activities including equity and treasury activities. Advises senior Finance leadership on the financial implications of significant business decisions and provides strategic oversight of the monthly, quarterly, and annual consolidation processes.

Uses extensive knowledge and skills obtained through education and experience to oversee and direct the overall enterprise consolidation process, including inter-company and inter-segment eliminations, corporate consolidations accounting, the consolidated general ledger, and ownership of the consolidated trial balance. Responsible for ensuring the accuracy, completeness, and timeliness of consolidated financial information and related management reporting. Resolves highly complex accounting and reporting issues and recommends solutions to senior leadership. Regular interaction with Financial Reporting leadership, Business Unit Controllers, executive management, and external auditors is required to identify, research, and resolve accounting issues and drive continuous improvement.

Job Description

Essential Duties and Responsibilities:

• Leads and oversees the enterprise consolidation process, including inter-company and inter-segment eliminations, corporate consolidations accounting, the consolidated general ledger, and ownership of the consolidated trial balance.
• Provides strategic oversight of the monthly, quarterly, and annual close and consolidation processes to ensure accurate and timely reporting of consolidated financial results.
• Reviews and analyzes consolidated financial statements to ensure transactions are appropriately reflected and comply with U.S. GAAP.
• Oversees the preparation and distribution of internal financial management reporting and disclosure reports provided to executive leadership on a monthly basis.
• Provides leadership in strengthening internal controls, documentation standards, and processes surrounding period-end close timelines and related reporting activities.
• Oversees the review of complex journal entries and general ledger account reconciliations and ensures accounting discrepancies are identified, researched, and resolved appropriately.
• Partners with Financial Reporting, Business Unit Controllers, and other Finance teams to assess and communicate the financial statement impact of significant transactions and business activities.
• Ensures financial information is prepared and distributed within required deadlines and that reporting is concise, relevant, and understandable to support leadership decision-making.
• Serves as the primary contact for external auditors related to quarterly reviews and annual audits involving consolidation activities, parent company accounting, and related U.S. GAAP reporting matters.
• Collaborates effectively with Accounting, Financial Reporting, Treasury, Information Technology, and business unit finance teams to resolve complex accounting issues and support achievement of business objectives.
• Ensures adequate internal controls, policies, and procedures are maintained and consistently followed to support the integrity of financial reporting.
• Leads, develops, and evaluates managers and associates, including hiring, coaching, performance management, and succession planning activities.
• Drives opportunities to accelerate the close, reduce manual effort, and improve the quality and efficiency of consolidation and reporting through process redesign, automation, AI, and other technology.
• Drives opportunities to accelerate the close, reduce manual effort, and improve the quality and efficiency of consolidation and reporting through process redesign, automation, AI, and other technology.
• Performs other duties and responsibilities as assigned.

Knowledge of:

• Advanced accounting concepts, practices, and procedures.
• U.S. Generally Accepted Accounting Principles (GAAP).
• Financial statement consolidation methodologies and reporting requirements.
• General ledger, consolidation systems, and financial reporting platforms.
• Internal controls and financial reporting governance practices.
• Financial statement preparation, analysis, and management reporting.

Skills in:

• Leading accounting, consolidation, and financial reporting teams.
• Reviewing, interpreting, and analyzing consolidated financial statements.
• Resolving complex accounting and reporting issues.
• Preparing and presenting financial information to senior leadership.
• Managing consolidation, close, and reporting activities within established deadlines.
• Researching and evaluating accounting matters and financial reporting implications.
• Analyzing financial information and identifying trends and risks.
• Operating required software applications and financial reporting systems.

Ability to:

• Explain and communicate financial information and accounting matters to all levels of management, including executive leadership.
• Lead and develop managers and professional accounting staff.
• Organize, manage, and oversee multiple complex processes and deadlines in a fast-paced environment.
• Establish priorities and direct resources to achieve business objectives.
• Communicate effectively, both orally and in writing, with all organizational levels and groups outside of Finance.
• Implement changes to existing processes, controls, and procedures to improve operational effectiveness.
• Work independently and exercise sound judgment in resolving complex accounting and reporting issues.
• Build effective relationships and collaborate across Finance, Technology, and business functions.
• Contribute to organizational objectives by ensuring all relevant information is incorporated into decisions and reporting outcomes.

Education/Previous Experience:

• Bachelor's Degree in Accounting or related field and a minimum of twelve (12) years of progressive accounting experience, including at least five (5) years of leadership experience managing accounting, financial reporting, or consolidation teams.

Licenses/Certifications:

• CPA preferred.
• SIE 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

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

Work Experience

General Experience - More than 15 years, Manager Experience - More than 15 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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.