Raymond James Financial, Inc

Senior Manager, Consolidations

Raymond James Financial, Inc$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting, Finance, or Business Administration
  • 5-10 years of professional accounting experience
  • 3-6 years in a management role
  • In-depth knowledge of U.S. GAAP and consolidation accounting
  • SIE certification required; Series 99 preferred

Responsibilities

  • Lead a team of controllers to set and achieve business financial targets
  • Analyze consolidated financial statements for U.S. GAAP compliance
  • Prepare monthly financial management reports for leadership
  • Strengthen internal controls and enhance reporting processes
  • Serve as primary liaison for external auditors during reviews and audits
  • Coordinate with stakeholders to report financial statement impacts
  • Conduct training and development for accounting associates

Benefits

  • Medical, dental, and vision insurance
  • Life, critical illness, and accident insurance
  • Retirement savings plan
  • Paid time off including vacation and holidays
  • Parental leave
  • Disability benefits
Full Job Description
Job Description Summary
Leads a team of multiple controllers to set business targets and monitor business performance, advise on the financial consequences of major decisions, lead the process of reporting financial and managerial data, and make recommendations targeted at improving and safeguarding financial results.

Job Description

Uses specialized knowledge and skills obtained through education and experience to oversee and manage overall enterprise consolidation process and review of inter-company and inter-segment eliminations, corporate consolidations accounting, consolidated general ledger and ownership of the consolidated trial balance. Resolves and recommends solutions to complex problems. Regular contact with financial reporting executives and teams is required to identify, research, and resolve accounting issues and problems.

Essential Duties and Responsibilities
  • Analyze consolidated financial statements to ensure transactions comply with U.S. GAAP
  • Responsible for the internal financial management reporting and disclosure reports distributed to leadership on a monthly basis.
  • Strengthen internal controls, documentation, and enhance processes around the period-end timelines and related reporting processes.
  • Review journal entries and complex general ledger account reconciliations, including researching U.S. GAAP issues and resolving accounting discrepancies.
  • Support the internal/external team on reporting financial statement impacts. Coordinate with key stakeholders to ensure all parties are appropriately informed, engaged and driving desired results.
  • Prepare and distribute financial information and data within required deadlines and ensure that the information supplied is concise, relevant, and understandable to assist leadership with business and program decisions.
  • Serve as the key contact with the external auditors for quarterly review and year-end audits, including discussing and answering technical questions around the parent company accounting process and its impact on the U.S. GAAP reporting.
  • Directs training of associates, evaluates and develops associates, including hiring and disciplinary action.
  • Directs area workflow by assigning and monitoring work, implementing productivity standards, delegating tasks, enforcing policies, procedures, and controls.
  • Collaborates and communicates effectively with other functional areas, including other business unit and IT areas, to resolve complex issues and support achievement of business goals
  • Ensures that adequate internal controls and procedures are followed.
  • Performs other duties and responsibilities as assigned.


Knowledge of
  • Advanced accounting concepts, practices and procedures.
  • Generally accepted accounting concepts, practices and procedures.
  • General ledger and consolidation systems and financial statements.


Skills in
  • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Reviewing, interpreting, and analyzing financial statements.
  • Resolving unusual transaction and accounting discrepancies.
  • Preparing financial statements, budgets, and management reports.
  • Researching US GAAP issues
  • Analyzing financial information.
  • Performing mathematical calculations.


Ability to
  • Explain or clarify financial information to all levels of management.
  • Provide training to others.
  • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Uses appropriate interpersonal styles and communicates effectively, both orally and in writing, with all organizational levels.
  • Implement changes to standard procedures when required by specific situations and circumstances.
  • Work independently to resolve complex accounting problems.
  • Contribute to team efforts by ensuring all relevant information is included in the outcomes.


Education/Previous Experience
  • Bachelor's Degree in Accounting or related field and six 10 years of professional experience in accounting with 3-6 years' experience in a management role.
  • OR ~
  • An equivalent combination of experience, education, and/or training approved by Human Resources.


Licenses/Certifications
  • 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 - 3 to 6 years

Certifications
GS - Gen Sec Rep - Financial Industry Regulatory Authority (FINRA), OS - Operations Professional - Financial Industry Regulatory Authority (FINRA)

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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