Business Reporting Analyst Position Available In Pinellas, Florida

Tallo's Job Summary: As a Business Reporting Analyst at Raymond James in Saint Petersburg, Florida, you will develop and implement policies to support the business platform, measure production and business planning, create performance and profitability metrics for sales management, and provide monthly reporting to the field. Required skills include proficiency in Excel, database software, and strong communication abilities.

Company:
Raymond James & Associates
Salary:
JobFull-time

Job Description

Business Reporting Analyst
locations
Saint Petersburg, Florida

  • United States
    TN
  • Memphis
  • 889 Ridge Lake Blvd
    time type
    Full time
    posted on
    Posted 30 Days Ago
    job requisition id
R-0003205

Job Description
This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our Saint Petersburg, FL corporate offices.
As a Business Reporting Analyst, you will be responsible for developing and implementing policies and programs that support the business platform, including initiatives that measure and reward production and business planning. You will create and report on various performance and profitability metrics for sales management to enhance their effectiveness. Additionally, you will provide reporting statistics to the field on a monthly basis.

Responsibilities:

Structures, performs, and provides qualitative and quantitative analyses of pertinent performance and profitability measurements for Senior Management and the field; proposes changes, as appropriate, to improve management of the business platform. Develops and manages processes and systems to aid in division profitability and continuation.
Communicates effectively and efficiently with the field regarding firm policy changes.
Manages department databases and digest sites to ensure accuracy and functionality; works with IT on cosmetic or programming changes and development of improved screens as needed.
Establishes and maintains policies and processes, field services, and events that support the business platform.
Establishes goals, objectives, and budget for business platform administration.
Manages and resolves problems that are important to or impactful on the field, intending to remove obstacles to productivity and facilitate a positive relationship between the field and home office.
Performs other duties and responsibilities as assigned.

Skills:

Excel at intermediate or advanced level to create reports using formulas, pivot tables, and macros.
Company’s working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Access database software to maintain, gather reports from, and troubleshoot databases.
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, to complete work efficiently. Independently manage and complete multiple projects and tasks.
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, at all organizational levels. Establish and communicate clear directions and priorities. Make professional presentations to individuals and large groups.
Use mathematics sufficient to analyze numerical data, ratios among percentages, and rates of change in trend analysis.
Provide a high level of customer service.
Reason and make decisions or recommendations on policy issues to senior management.
Detail orientation is needed to ensure the accuracy of reports, correspondence, and databases.
Utilizing business-appropriate phone manners.

Licenses/Certifications:

None Required
Education

Bachelor’s:
Applied Mathematics, Bachelor’s:
Artificial Intelligence and Robotics, Bachelor’s:

Business Administration, High School (HS) (Required)
Work Experience
General Experience

  • 13 months to 3 years
    Certifications
    Travel
    Less than 25%
    Workstyle
    Hybrid
    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:
  • Grow professionally and inspire others to do the same
  • Work with and through others to achieve desired outcomes
  • Make prompt, pragmatic choices and act with the client in mind
  • Take ownership and hold themselves and others accountable for delivering results that matter
  • Contribute to the continuous evolution of the firm
    At Raymond James
  • as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-RO1
About Raymond James
Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. While we might not have the perfect role for you today, we’d love to keep in touch.
to stay up to date on career opportunities that may be a good fit for you.
Working at Raymond James
Our business is deeply focused on people and their financial well-being. We’re committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren’t mutually exclusive.
As an established but ever-evolving company, you can start

  • or continue
  • growing your career here.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.
Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James

  • and why they stay.

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