Raymond James Financial, Inc

Financial Reporting and Accounting Policy Manager

Raymond James Financial, Inc$100K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance or accounting required; CPA preferred
  • Minimum of 4 to 6 years in financial reporting
  • 5-10 years of overall accounting/finance experience preferred
  • Big 4 experience is a plus
  • Proficient in US GAAP and relevant accounting and financial reporting matters

Responsibilities

  • Lead preparation and submission of quarterly and annual financial reporting deliverables
  • Coordinate reporting timelines and manage calendars for timely submissions
  • Maintain accounting policies and perform technical accounting research
  • Ensure compliance with evolving accounting and regulatory requirements
  • Supervise, mentor, and develop financial reporting staff
  • Design and monitor internal controls over financial and regulatory reporting
  • Identify opportunities to enhance efficiency and accuracy of reporting processes

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
  • Parental leave
Full Job Description
Job Description Summary
The Financial Reporting and Accounting Policy Manager is responsible for overseeing the Bank's external financial reporting, regulatory reporting, accounting policy governance, and financial reporting controls. This role leads the preparation, review, and submission of key reporting deliverables, including SEC disclosure support provided to the parent, FFIEC Call Reports, Board of Directors reporting materials, and other regulatory or management reporting requirements.

This role supervises financial reporting staff and plays a key leadership role in supporting external audits, regulatory examinations, accounting policy development, and ongoing reporting process improvements.

Job Description

Primary Functions of the Position:
  • Lead the preparation, review, and timely submission of quarterly and annual financial reporting deliverables, including SEC reporting and disclosure support provided to the parent company, FFIEC Call Reports and related regulatory schedules, Board reporting packages, and other management or regulatory reporting requirements
  • Lead the preparation, review, and timely submission of the bank's annual financial statements (September 30th year -end.)
  • Coordinate reporting timelines across the Bank and manage reporting calendars to ensure timely submission of required filings
  • Maintain accounting policies, perform technical accounting research and document conclusions
  • Stay current on new and evolving accounting and regulatory (FASB, SEC and FFIEC) reporting requirements, assess impact on the business and ensure compliance for accurate reporting
  • Participate in bank examinations and internal and external audits
  • Design, document, and monitor key internal controls over financial reporting and regulatory reporting.
  • Ensure supporting documentation is complete, accurate, and audit-ready.
  • Partner with financial and business subject matter experts to ensure compliance with reporting requirements
  • Create and maintain reports within the general ledger and core systems
  • Identify opportunities to improve the efficiency, accuracy, and scalability of financial reporting processes.
  • Research and interpret regulatory accounting and reporting guidance
  • Perform ad-hoc financial reporting and analysis
  • Assist Controller, CAO, other Finance leaders, and CFO with accounting and reporting related projects and initiatives as needed
  • Supervise, mentor, and develop financial reporting staff
  • Other duties as assigned


Education and Experience Requirements:
  • Bachelor's degree in finance or accounting required; CPA preferred
  • Minimum of 4 to 6 years of experience in financial reporting
  • 5-10 years of overall accounting/finance experience preferred
  • Big 4 Experience is preferred


Essential Skills and Abilities:
  • Proficient in US GAAP and relevant accounting and financial reporting matters
  • Strong project management and organizational skills; ability to independently and simultaneously manage various tasks and projects in a fast-paced environment and flexibility to work hours needed to meet deadlines
  • High degree of intellectual curiosity combined with immense attention to detail
  • Ability to research and propose company positions on complex accounting and reporting issues
  • Excellent verbal and written communication skills to articulate ideas and plans clearly and effectively with internal and external audience
  • Proficiency with Microsoft Excel, Word and PowerPoint required
  • Bank industry financial, regulatory, or SEC reporting knowledge and experience required


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

Certified Public Accountant (CPA) - Boards of Accountancy (NASBA)

Travel
Less than 25%

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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