Director, Financial Reporting Position Available In Pinellas, Florida
Tallo's Job Summary: The Director of Financial Reporting role at Raymond James involves preparing financial statements, budgets, and analysis reports for complex business units, ensuring compliance with GAAP, SEC, and regulatory requirements. The position requires a Bachelor's degree in Accounting or Finance, CPA certification, and ten years of accounting experience, with three years in a management role. The job also involves managing technical accounting, overseeing business units' treatment of accounting issues, and maintaining communication with various stakeholders.
Job Description
Director, Financial Reporting
locations
FL
- Saint Petersburg
- 880 Carillon Pkwy Tower 3
time type
Full time
posted on
Posted 30+ Days Ago
job requisition id
R-0003131
Job Description
Job Summary
Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to prepare financial statements, budgets and other financial analysis reports for complex business units (in compliance with GAAP, SEC, and regulatory requirements). Works with Technology department and business stakeholders to ensure appropriate accounting for internally-developed and third-party software and other technology-related expenses. Resolves and recommends solutions to complex problems. Regular contact with senior management and other internal customers is required to identify, research, and resolve accounting issues and problems.
Essential Duties and Responsibilities
Remains up to date with current accounting pronouncements that impact the business ensuring compliance with GAAP, SEC, and FHC rules and regulations.
Manages technical accounting and oversees business units’ treatment of accounting issues, implementation of new accounting standards and compliance with regulations.
Maintains frequent and regular communication with various business units to discuss any changes in business practices, contracts or agreements or new business items that may impact the financial or regulatory reporting, including disclosure items, for the business unit as required.
Implements and oversees the update of internal financial reporting policies, procedures and accounting pronouncements.
Works closely with Technology division and business units to ensure appropriate accounting for internally-developed and third-party software costs.
Oversees preparation of reports for management.
Works closely with management to achieve organizational objectives.
Coaches and mentors associates, identifies training needs, and approves development plans.
Directs and coordinates all accounting efforts.
Identifies costs and develops methodology for accurate allocation across the organization.
Analyzes and reconciles general ledger accounts to ensure proper classification and integrity of information.
Ensures that adequate internal controls and procedures are followed, ensuring compliance with Sarbanes Oxley.
Performs other duties and responsibilities as assigned.
Knowledge of
Company’s working structure, policies, mission, and strategies.
Advanced accounting concepts, practices and procedures.
General ledger systems and financial statements.
SEC and technical accounting reporting regulations.
Sarbanes Oxley compliance regulations.
Generally Accepted Principles of Accounting (GAAP).
Accounting software applications.
Financial services and products.
Skill in
Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
Allocating costs and evaluating the impact on financial statements.
Analyzing financial information.
Performing mathematical calculations.
Reporting accounting data and information.
Preparing management reports.
Interpreting and applying policies and procedures.
Ability to
Plan, assign, monitor, review, evaluate and lead the work of others.
Identify training needs and develop subordinates.
Establish and communicate clear directions and priorities.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
Use appropriate interpersonal styles and communicates effectively to all levels of management.
Implement changes to standard procedures when required by specific situations and circumstances.
Work independently, make non-routine decisions and resolve complex accounting problems.
Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.
Education/Previous Experience
Bachelor’s Degree (B.A.) in Accounting or Finance and ten (10) years of professional experience in accounting with three (3) years’ experience in a management role.
CPA required.
OR ~
Any 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.
Travel Required:
Yes, 5 % of the Time
Education
Bachelor’s:
Accounting (Required)
Work Experience
Manager Experience
- More than 15 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 99_OS-Operations Professional
- Financial Industry Regulatory Authority (FINRA)
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-AT1
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.