Raymond James Financial, Inc

Business Transformation AI Enablement (Finance)

Raymond James Financial, Inc$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Business Administration, or Data Processing.
  • 3-5 years of experience in systems administration, technical support, or project management.
  • Proficient in OneStream, Hyperion (HFM), or other CPM systems.
  • Strong knowledge of financial processes, including financial reporting and FP&A.
  • Experience in business process improvement and project management is preferred.

Responsibilities

  • Support, maintain, and troubleshoot complex accounting systems and applications.
  • Develop expert proficiency in key business systems to address technical inquiries.
  • Coordinate testing of system updates and enhancements with business users.
  • Create and deliver training materials to educate users on system functionalities.
  • Ensure data integrity across financial systems through regular reviews and reconciliations.
  • Lead cross-functional teams on system upgrades and enhancements.
  • Gather requirements and conduct user acceptance testing for new functionalities.

Benefits

  • Medical, dental, and vision insurance.
  • Life and critical illness insurance.
  • Disability benefits.
  • Retirement savings plan.
  • Paid time off including vacation, holidays, and sick leave.
Full Job Description
Under general supervision, uses knowledge and skills obtained through experience and training to support Finance department initiatives, operational improvement efforts, AI enablement activities, and enterprise project execution across financial reporting, controllership, and related finance functions. This role serves as a key partner in advancing Finance priorities related to financial reporting, close execution, process governance, data quality, technology enablement, and business transformation. Working closely with Finance leadership and cross-functional stakeholders, the role helps identify process pain points, assess root causes, evaluate business impacts, and recommend practical solutions. The position plays an active role in identifying opportunities to improve processes, leverage technology, and enhance organizational efficiency. The ideal candidate is highly organized, adaptable, and solutions-oriented, with the ability to balance strategic thinking and tactical execution. Essential Duties and Responsibilities • AI Enablement, Financial Reporting Initiatives & Project Management • Supports AI enablement initiatives and adherence to enterprise frameworks, procedures, and standards related to AI-enabled tools and business processes. • Partners with business leaders, technology teams, and risk partners to support AI governance, adoption, and operational alignment. • Supports operational priorities across Finance, including financial reporting, close, controls, data, reconciliation, and process improvement workstreams. • Identifies, tracks, and escalates key risks, issues, dependencies, reporting impacts, and operational considerations. • Maintains accurate and timely project documentation. • Collaborates with stakeholders to gather requirements, define deliverables, monitor progress, and drive accountability across initiatives. • Utilizes tools to maintain visibility into workstreams and support reporting needs. • Supports governance activities, leadership reporting, and execution follow-through. Operational Improvement & Innovation • Identifies opportunities to improve financial reporting processes, operational efficiency, communication, and workflows through optimization, automation, and AI-enabled capabilities. • Evaluates business challenges by identifying process pain points, root causes, and stakeholder impacts. • Supports AI engagement, communication, training, and educational initiatives. • Gathers feedback, metrics, and business insights to support continuous improvement. • Researches emerging technologies and industry trends. • Recommends improvements to reporting, tracking, documentation, reconciliation, and workflow processes. Stakeholder Engagement & Leadership Support • Partners with Finance leaders, business owners, project teams, and stakeholders. • Builds strong working relationships across stakeholder groups to enable collaboration, transparency, and alignment. • Facilitates meetings, workshops, and working sessions. • Develops executive presentations, communications, and briefing materials. • Supports change management efforts through stakeholder engagement and communication planning. • Serves as a central point of coordination across stakeholders and initiatives. Finance Department & Organizational Support • Operates as a highly flexible and collaborative member of the Finance organization. • Contributes across financial reporting, controllership, operations, technology enablement, process governance, and transformation efforts. • Demonstrates initiative, ownership, sound judgment, and a proactive approach. • Applies organizational policies, procedures, and risk management principles. • Maintains awareness of Finance priorities, enterprise initiatives, regulatory considerations, industry trends, and emerging technologies. • Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities • Operational improvement, process optimization, change management, and organizational effectiveness concepts. • AI-enabled tools, automation capabilities, and emerging technologies. • Business operations, stakeholder engagement, cross-functional collaboration, and reporting practices. • Risk management principles, governance frameworks, internal controls, and reporting controls preferred. • Financial reporting, accounting operations, close processes, financial services operations, products, and regulatory environments preferred. • Data analysis, performance metrics, and reporting concepts preferred. Education Bachelor's: Accounting, Bachelor's: Business Administration Work Experience General Experience - 3 to 6 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.

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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