Raymond James Financial, Inc

Technology Finance Manager | FP&A

Raymond James Financial, Inc • $95K — $115K *
Saint Petersburg, FL 33710In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Accounting, or related field
  • 5+ years of relevant experience in financial management or related areas
  • Financial Services experience preferred
  • Experience collaborating with IT organizations preferred
  • Knowledge of financial analysis and generally accepted accounting principles (GAAP)

Responsibilities

  • Oversee administrative deliverables for assigned Technology operational team(s)
  • Manage the annual budget process in coordination with IT Finance
  • Produce and present monthly expense and staffing review packages
  • Partner with resource management for new staffing requests and onboarding
  • Lead purchasing requests, collaborating with procurement and vendor management
  • Work closely with Project Management for project charter guidance
  • Create and manage specific business metrics with senior leaders

Benefits

  • Hybrid work schedule with in-office days
  • Comprehensive medical, dental, and vision insurance
  • Life and critical illness insurance
  • Disability benefits
  • Retirement savings plan
  • Paid time off including vacation and sick leave
  • Parental leave
Full Job Description
Job Description Summary
Note: This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week in our St Petersburg, FL Corporate Office.

This role is not eligible for Work Visa sponsorship, either currently or in the future.

Job Description

As part of the Ops & Tech Finance Business Management team, the Technology Finance Manager will work closely with all Technology departments to oversee administrative deliverables related to budgets, finance, resources, and procurement. This position will partner with IT Finance, project management, resource management, procurement/vendor management, infrastructure, development, service delivery and architecture groups.

This position operates as an individual contributor and does not include direct supervisory responsibility for team members.

Essential Duties and Responsibilities:
  • Oversee administrative deliverables for assigned Technology Operational team(s) or area. Functions as a liaison between Technology administrative groups and operational teams.
  • Manages the annual budget process and plays a lead role in coordination with IT Finance.
  • Produces and presents monthly expense and staffing review packages to multiple levels of area leadership, from the senior executive down to the department manager.
  • Partners with the resource management team for new staffing requests, onboarding, and time tracking purposes.
  • Assumes leadership role in purchasing requests (i.e. working with procurement, vendor requirements, navigating the approval process).
  • Works closely with Project Management to provide guidance and assistance with project charter creation and review.
  • Partners with assigned senior leaders in assigned operational groups to create and manage specific business metrics.
  • Performs other duties and responsibilities as assigned.


Skills/Previous Experience:
  • Minimum of a Bachelor's degree in Business, Finance, Accounting or related degree and five (5) years of relevant experience or a combination of education, training and experience is preferred.
  • Financial Services experience highly preferred.
  • Background partnering with an IT organization is highly preferred.


Knowledge, Skills, and Abilities:

Knowledge of:
  • Financial Analysis, data, and metrics.
  • Project Management and methodologies.
  • Generally accepted accounting principles (GAAP).
  • Time tracking systems (preferably ServiceNow).


Skill in:
  • Preparing financial management reports.
  • Reviewing, interpreting, and analyzing financial information.
  • Using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and dashboards.


Ability to:
  • Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions.
  • Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
  • Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints and probable consequences.
  • Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas; remains current with developments and trends in areas of expertise.
  • Develop and use collaborative relationships to facilitate the accomplishment of work goals.
  • Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships.
  • Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.


Licenses/Certifications:
  • None required.


Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance, High School (HS) (Required)

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
Finance & Insurance
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ
RJF
* Ladders Estimates

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