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Lead Financial Analyst, Technology

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Raymond James

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Location:
United States , Saint Petersburg

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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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

Additional Information:

Job Posted:
March 12, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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