Lead Financial Analyst, Technology Job at Raymond James (Saint Petersburg)

Job Description

As part of the Ops & Tech Finance Business Management team, the Lead Financial Analyst 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.

Job Responsibility

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
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

Requirements

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 of: Financial Analysis, data, and metrics
Knowledge of: Project Management and methodologies
Knowledge of: Generally accepted accounting principles (GAAP)
Knowledge of: Time tracking systems (preferably ServiceNow)
Skill in: Preparing financial management reports
Skill in: Reviewing, interpreting, and analyzing financial information
Skill in: 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
Ability to: Clearly convey information and ideas through a variety of media to individuals or groups
Ability to: Use effective approaches for choosing a course of action or developing appropriate solutions
Ability to: Demonstrate a satisfactory level of technical and professional skill or knowledge in position-related areas
Ability to: Develop and use collaborative relationships to facilitate the accomplishment of work goals
Ability to: Make internal and external clients and their needs a primary focus of actions
Ability to: Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities

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Lead Financial Analyst, Technology

Job Description

Job Responsibility

Requirements

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