Job Description
Job Summary
With a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to support Raymond James as it builds its Corporate Treasury Liquidity capabilities in preparation for continued growth and additional regulatory requirements associated with firms in excess of $100 billion. The role’s focus is on liquidity planning, monitoring and management. Strategic partnership with internal business units, senior management, and external consultants will be required. Typically deals with complex issues with substantial impact, anticipates challenges and resolves or recommends comprehensive solutions to escalated problems. Interacts with regulators for on-site examinations.
Essential Duties And Responsibilities
- Assists Finance leadership with planning and executing strategic initiatives, with a focus on enhancing liquidity capabilities, including but not limited to cash flow forecasting, internal liquidity stress testing, collateral management, intraday liquidity reporting, and contingency funding planning.
- As liquidity initiatives are achieved, oversees business as usual and produces quality deliverables in a timely manner.
- Prepares analyses and reports for the RJF Board of Directors and management committees.
- Analyzes complex problems, researches and organizes solutions, and effectively presents conclusions and recommendations via written and verbal presentations to varied levels within the organization.
- Possesses strong project management and interpersonal skills, makes sound decisions, and exhibits initiative and intuitive thinking. Consulted often by others for advice and opinions and recognized as a leadership role model.
- Stays abreast of evolving regulatory requirements.
- Assists in planning and implementing any major change initiatives.
- Interfaces with regulators and other key constituents.
- May be responsible for the oversight and management of direct reports.
- Performs other duties and responsibilities as assigned.
Knowledge of
- Advanced concepts, practices and procedures related to planning and project management.
- Specific subject matter expertise regarding area of responsibility and a solid business understanding of Raymond James products and services.
- Experience in liquidity risk management.
- Financial analysis concepts, practices, and procedures.
- Fundamental concepts of financial markets.
- Financial risk management and mitigation strategies to support sound financial planning.
- Regulatory expectations for Large Financial Institutions (LFI).
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, across all organizational levels, both internally and externally.
- Work independently, make non-routine decisions, and resolve complex problems.
- Organize, prioritize, manage, and complete multiple projects and tasks concurrently, in a fast-paced environment with frequently changing priorities, including those delegated, to complete work efficiently.
- Plan, assign, monitor, review, evaluate and lead the work of others.
- Partner with other functional areas to accomplish objectives.
- Proactively address issues and develop solutions.
- Reengineer existing processes and implement process improvement initiatives.
***CPA not required***
Education
Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience
General Experience - More than 15 years
Certifications
Certified Public Accountant (CPA) - Boards of Accountancy (NASBA)
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.
