Raymond James Financial, Inc

Data Reporting Analyst, Team Lead

Raymond James Financial, Inc$80K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s Degree in Information Systems, Computer Science, Data Analytics, Business, or similar field.
  • 7+ years in data reporting, business intelligence, or analytics roles.
  • Experience with enterprise reporting tools like Power BI Cloud, SSRS, or similar.
  • Background in data modeling, relational databases, and SQL.
  • Experience documenting business processes for reporting solutions.
  • Leadership or mentoring experience is preferred.
  • Banking or financial service experience is a plus.

Responsibilities

  • Manage and prioritize reporting and dashboard requests from business units.
  • Collaborate with users to define reporting requirements and recommend improvements.
  • Partner with Data Engineering to align reporting data structures with business needs.
  • Ensure reporting outputs comply with data quality and security standards.
  • Mentor and guide reporting analysts to improve analysis capabilities.
  • Develop and enhance enterprise dashboards and reports in line with KPIs.
  • Apply best practices in business analysis to standardize reporting deliverables.

Benefits

  • Medical, dental, and vision insurance.
  • Life and disability insurance.
  • Retirement savings plans.
  • Paid time off including vacation, holidays, and sick leave.
  • Parental leave.
Full Job Description

Job Description Summary

Translate functional specifications into more details to guide development. Examine and evaluate current systems, and identify its requirements. Liaise with users to track additional requirements and features. Document interfaces between new and legacy systems. Collaborate with developers to produce new systems. Validate changes by testing programs.

Job Description

Summary of the Position:

The Data Reporting Analyst, Team Lead is responsible for overseeing the Bank’s Technology reporting and dashboard request intake process, ensuring timely prioritization, clear requirement definition, and high-quality analytical deliverables. Acting as the bridge between business units, data engineering, and data governance teams, this role ensures reporting initiatives align with organizational standards, data quality expectations, and regulatory requirements.

The Team Lead will mentor reporting analysts, guide the refinement of reporting processes, and ensure consistent communication and documentation practices across the reporting lifecycle. This role requires a self-motivated individual capable of managing multiple priorities, interacting with diverse business stakeholders, and driving operational excellence in reporting delivery.

Primary Functions of thePosition:

  • Manage and oversee the intake, triage, and prioritization of reporting and dashboard requests for business units across the Bank.
  • Collaborate with business users to understand reporting needs, define requirements, document workflows, and recommend data-driven improvements.
  • Partner with Data Engineering teams to ensure reporting datasets, pipelines, and data structures align with business requirements and technical feasibility.
  • Work closely with Data Governance teams to ensure reporting outputs adhere to data quality, security, and compliance standards.
  • Mentor, coach, and guide reporting analysts to elevate analytical capabilities and ensure consistency in documentation, development practices, and stakeholder communication.
  • Develop, maintain, and enhance enterprise dashboards and reports, ensuring they remain accurate, timely, and aligned to business KPIs.
  • Improve the Bank’s reporting framework by applying business analysis best practices, data modeling methodologies, andstandardization across deliverables.
  • Ensure proper documentation of requirements, data definitions, business logic, reporting standards, and operational processes.

Educationand Experience Requirements:

  • Bachelor’s Degree in Information Systems, Computer Science, Data Analytics, Business, or a related field.
  • 7+ years of experience in data reporting, business intelligence, or analytics roles.
  • Prior experience working with enterprise reporting tools such as Power BI Cloud, SSRS, or equivalent.
  • Experience with data modeling, relational databases, and SQL-based environments.
  • Experience defining business requirements and documenting processes for reporting solutions.
  • Prior leadership, mentoring, or team-lead experience strongly preferred.
  • Experience in banking or financial services is highly beneficial.

Essential Skills and Abilities:

  • Excellent communication and interpersonal skills; able to work effectively with both technical and non-technical stakeholders.
  • Strong analytical and problem-solving abilities, with the capacity to translate business needs into technical specifications.
  • Ability to manage frequently changing priorities, multiple deadlines, and concurrent reporting workstreams.
  • High attention to detail with strong documentation discipline.
  • Ability to coach and guide junior analysts, fostering skill development and consistency in deliverables.
  • Familiarity with data governance principles, including data lineage, data quality, and controlled access.
  • Ability to respond when needed during critical reporting cycles or issues.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Workstyle

Resident

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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